Salal Credit Union jobs in Seattle, WA - 20 jobs

We're seeking a strategic, forward-thinking Vice President - Controller to lead our accounting and finance functions and position themselves as the next Chief Financial Officer within the coming years. This is a rare opportunity for a seasoned financial leader to shape the future of a growing credit union while driving innovation and efficiency across the organization. As Controller, you'll be the cornerstone of our financial integrity and a trusted advisor to executive leadership and the Board. You'll manage a talented team, champion process automation, and ensure our financial strategy aligns with our mission and long-term goals. This is more than a Controller role-it's a launchpad for a CFO-caliber leader. This is a hybrid position that will report to our Northgate, Seattle Headquarters at least 2 days per week (Mondays and Wednesday). More in-office time may be necessary for certain leadership and team meetings. Applications for this role will close on JANUARY 23, 2026 OUR TOTAL REWARDS PACKAGE * Base salary range of $152,691.39-$256,521.53 per year. The typical starting offer will fall between $165,000 - $215,000 per year, depending on experience and qualifications. * This position qualifies for our profit-sharing bonus program with possible annual payouts totaling 0-8% of annual salary depending on company performance. * Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company-paid contributions. * Generous time off including 15 days of vacation, 12 days of sick time, and 2 floating holidays per year (eligible for use after 90 days of employment). * Paid holidays in accordance with the Federal Reserve calendar. * Tuition reimbursement. * 401(k) plan with pre-tax and post-tax (Roth) options including company matching after 6 months of employment. * Charitable contribution matching. * Monthly transportation subsidy for employees that qualify. * And more! Expanded details about our benefit offerings can be found on our company careers page. WHAT YOU'LL DO IN THIS ROLE * Manage and mentor the accounting and finance teams, fostering collaboration and continuous improvement. * Work closely with executive leadership and department heads to translate financial objectives into actionable priorities. * Oversee accurate GAAP-compliant financial reporting, regulatory filings, audits, and internal controls. * Spearhead digital transformation and enterprise-wide system updates to enhance efficiency and scalability. * Develop budgets, forecasts, and financial roadmaps that support sustainable growth and strategic initiatives. * Provide insights and recommendations to the CEO, CFO, and Board to inform critical decisions. WHAT YOU BRING TO THE TABLE * Experience: * 10+ years of progressive accounting/finance leadership. * 5+ years in a senior management role (Controller or Assistant Controller). * Direct experience in banking, credit union, or financial services required. * Education & Credentials: * Bachelor's degree in Accounting or Finance. * Active CPA or CMA certification. * Skills & Attributes: * Deep knowledge of GAAP, NCUA/banking regulations, and complex financial reporting standards. * Strong executive presence with the ability to present financial strategy to senior leadership, the Board, and regulators. * Proven track record of leading and developing high-performing teams in a collaborative, results-driven environment. * Advanced analytical and problem-solving skills with a focus on strategic planning and operational efficiency. * High proficiency with accounting systems, financial modeling tools, and Microsoft Excel. * Ability to interpret regulatory changes and translate them into actionable policies and strategies. * Solid understanding of advanced financial concepts, including capital ratios and risk modeling. ABOUT SALAL CREDIT UNION We have helped thousands of members manage their money by making bold, measured decisions to offer the right products to each person. Our mission is to break down financial barriers for the innovators in our community by offering good rates, low fees, and dedicated personal services. Beyond that, we are committed to giving 5% of our annual income to help people and causes in the communities we serve, because we know that many small actions, when added together, can make big impacts. Helping our employees build and achieve their career goals is equally as important to us, and we are dedicated to fostering a positive work environment in which they can thrive. We strongly prioritize their growth and development as well as their impact to the community so we can be an institution that our employees are proud to be a part of. Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities. To request a reasonable accommodation in order to complete your application or if you need this job announcement in an alternative format, contact the Talent Acquisition Team at *******************. If you do not have internet access, you may visit your local public library or any WorkSource location and use their computers. Salal Credit Union participates in E-Verify to confirm employment eligibility for all new hires in accordance with federal law. Seattle, Washington 98115

The Relationship Banker II is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team.As an Relationship Banker II, you'll work in a fast-paced environment processingroutine and complex financial transactions for members in-person, over the phone, and by e-mail.You'll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams.Here's what you can expect from the job and what you need to be successful:Job Duties: Quickly processroutine and complex financial transactions for members including deposits and withdrawals, loan payments, and cashier's checks, while ensuring regulatory compliance and adherence to internal procedures Establish and maintain member deposit and loan accounts including businesses, trusts fiduciary, and IRA accounts Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate Proactively identify and recommend the best products and services to meet the members' financial needs and partner with service teams including insurance, investments, Premier, and mortgage Meet quarterly metrics and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets, and incentives to help drive and execute on key business goals and initiatives Complete required compliance training within well-defined timelines and utilize available resources to maintain in depth current knowledge of all current credit union products and services Perform account maintenance activities including updating member contact and personal information Perform follow-up activities and outbound calls for new and existing members Assist Branch leadership with the onboarding of new Representatives as needed Essential Skills: Minimum eighteen (18) months in a fast-paced sales or customer service role within the financial services industry preferred Ability to listen to members' needs and provide tailored product recommendations Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections Excellent verbal and written communication skills; able to express ideas concisely and logically Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment Skilled to workin fast-paced customer service and sales environment without sacrificing accuracy and service Aptitude for learning a variety of computer systems using technology to solve member issues Strongcritical thinking and decision-making skills with attention to detail Minimum Education: High School Diploma or equivalent Certification/License: Notary preferred Location:Kirkland Urban Experience Center - Kirkland, WA 98033 (FULL TIME ON-SITE) Target Compensation:$25.85 to $31.35 per hour + monthly incentive Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Paid Time Off: You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Clickhereto learn more! First Tech is not currently offering Visa sponsorship or transfer for this position #FTFRetail

Description The Client Services Specialist supports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of service and client engagement. Here's what you can expect from the job and what you need to be successful: Job Duties: Oversee and manage new client onboarding process, including facilitating the client onboarding process for high net-worth clients, which may involve more complex financial situations while meeting compliance standards Prepare key documents and presentations for client meetings Fulfill client requests and resolve service-related issues ensuring all interactions are updated in CRM Utilize workflows to coordinate service activities and delegate appropriate tasks to team members Perform trades for client requests and advisor instructed portfolio management Discuss investment related products in alignment with advisor's recommendation/strategy for clients in accordance with risk tolerance, time horizon and investment goals Data input into Financial Planning Software and ongoing maintenance of clients short- and long-term goals, budgeting, investment and savings strategies Maintain and organize client files and records to comply with the requirements of all Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulator. Generate and manage Client Experience Plan via Touchpoint Management Communicate regularly via telephone, mail, email, social media, etc. to facilitate regular review meetings, webinars, social media content curation, email drip campaigns, and other client reach out efforts in alignment with Client Experience Pla. Organize and attend all appreciation and education events Support Financial Advisors activities to provide education and appreciation to Experience Center partners Track and contact new leads from referrals or educational opportunities Providing occasional mentorship and support to less experienced associates, including training and new hire onboarding support Execute administrative & operational tasks, as assigned Essential Skills: Minimum three years' experience in investment support or administration, or similar experience in a client facing support role with an investment/wealth management company Experience completing work/tasks in accordance with specific processes and procedures Effectively manage internal and external relationships, with the ability to use discretion and judgment when working matters of privacy Exceptional organizational skills with strong attention to detail and the ability to work under tight deadlines Proven skills and commitment in meeting or exceeding member expectations and requirements Demonstrated ability to establish credibility and rapport with internal and external stakeholders Ability to problem solve effectively, with strong critical thinking skills Ability to work autonomously with proven decision-making skills and sound judgment Expert knowledge of Microsoft Office Suite Advanced experience with CRM and financial planning software preferred Expert knowledge of investment products and services Certification/License: Series 7 + Series 63 or 66 (or equivalent) required Minimum Education: Associate's level degree or equivalent relevant work experience required Location: Downtown Bellevue Experience Center - Bellevue WA 98004 Target Compensation in Washington: $92,000 to 96,800 (This range reflects reasonable earnings potential which includes a base salary of $80,168 and annual incentive pay between $12,000 to $18,000 based on current production) Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Paid Time Off: You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa sponsorship or transfer for this position Registered Address: 555 108 th Ave NE Suite 110 Bellevue WA 98004 Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. #FT123 #LI-MG1

The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financial Advisor. This role will assist members and prospects with information, products and procedures to implement an investment program, as well as working with clients already in the Financial Advisor's existing book of business. In addition to client-facing responsibilities, the Senior Associate Financial Advisor will work with the team to implement elements of the practice's strategic plans and assist in the day-to-day management of the office. Here's what you can expect from the job and what you need to be successful: Job Duties: Strategic Integration: * Collaborate with the Senior Advisor to implement business development, client service, and operational strategies * Track progress on key initiatives and ensure alignment with long-term practice goals * Oversee daily office operations, including workflow coordination, resource allocation, and vendor relationships Financial Planning & Advice: * Take an active role in portfolio research and asset allocation design * Conduct financial planning reviews and update financial plans as needed * Provide investment advice and recommendations based on clients' risk tolerance and objectives Client Relationship Management: * Assist the senior advisor in managing all client relationships * Manage assigned households and provide ongoing service and planning updates * Develop deep relationships with clients and their families to understand their financial goals and needs Operational Support: * Collaborate with the assistant to ensure smooth operations and client satisfaction * Maintain and document client activity in CRM system * Ensure compliance with regulatory requirements and internal policies Business Development: * Design and manage client "touchpoints" strategy to deliver timely information and resources to clients throughout the year * Attend and facilitate Experience Center ("XC") partner meetings to build XC engagement as needed, cultivating COIs * Build relationships with prospects and convert them to clients, providing ongoing service through the lifetime of the client relationship Essential Skills: * Minimum 3 years' client-facing experience in the investment or wealth management field, including experience in a consultative service role * Ability to coordinate a variety of activities and projects simultaneously and prioritize daily work, such as tracking and closing new business; scheduling appointments; proactive calls for prospecting, marketing, servicing/sales, etc. * Demonstrated ability to use discretion and judgment when working with clients, professionally handling sensitive information with discretion * Ability to assess individual client needs and foster strong relationships * Exceptional interpersonal skills to engage with internal and external business partners * Possess an in-depth understanding of the financial industry, financial concepts and the mathematics behind them, high-level product knowledge, competitive intel and client-service strategies * Working knowledge of Microsoft Office, and the ability to learn Raymond James-specific applications (Advisor Access, Client Center, etc.) * Exposure to a CRM such as Salesforce is preferred * Minimum Education: High School Diploma; Bachelor's degree is preferred or equivalent work experience * Certification/License: Series 7, 63 & 65 or 66 FINRA licenses required, Life & Disability Insurance License * Certified Financial Planner certification preferred Location: Sammamish Experience Center - Sammamish WA 98074 Target Compensation in Washington: $90,000 to $120,000 (This range reflects reasonable earnings potential which includes a base salary of $80,000-$90,000 plus quarterly incentive pay tied to production growth) Benefits options include: * Traditional medical, dental, and vision coverage * 401K matching up to 5% per pay period * Paid Time Off: You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually * 11 paid federal holidays * Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) Registered address: 22620 SE 4th St Suite 100 Sammamish WA 98074 What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa transfer/ sponsorship for this position

Description The Assistant Manager, Experience Center (XC) partners with the Manager to oversee the day to day activities of a team of Financial Solutions Representatives in processing routine financial transactions for members. The Assistant Manager handles daily operational tasks and ensures member service levels are met or exceeded.Primary Responsibilities: Handle and oversee the daily operations of the XC (including cash and vault balancing, negotiable items, audits) Partner with Manager in leading a team of high-performing and engaged employees through effective people leadership practices including regular communication of performance expectations and feedback to employees to maintain high team performance; provide coaching and corrective action as required; actively support employee professional growth and development Maintain and enforce systems, policies, procedures and productivity standards Partner with Manager in effectively using KPIs and reports to analyze and determine necessary actions to identify gaps in the business and take action to resolve Ensure member service projects (change initiatives) meet objectives on time and on budget Partner with other business units to resolve member issues or grow member relationships; actively participate in cross-functional meetings Research, resolve and communicate operational issues and potential problems to leader and/or other business units Identify, manage and mitigate risk within XC (including identify theft, overdrafts, etc) Manage vendor relationships to support operational excellence and member service levels Experience and Education Requirement: Minimum Education: Bachelor's degree is preferred Minimum one year experience in retail financial services with a proven successful track record in deepening and acquiring member relationships Minimum 6 months' experience leading people or teams Proven people management and development skills, adept at providing frequent and valuable performance feedback to develop and build employees to achieve department goals Ability to use data and analytic information to gain insights and drive strategic direction Ability to work autonomously to manage time effectively and prioritize work appropriately to meet deadlines Strong business communication skills; able to write/speak clearly and professionally for a variety of audiences Familiarity with CRM software is preferred Working knowledge of Microsoft Office Suite Certification/License: N/A Location: Bellevue, WA 98074 (FULL TIME ON-SITE) Target Compensation: $72,000 to $85,000 annually + monthly incentive Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Paid Time Off (PTO): You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40-hours of sick time, and three personal days, which will refresh annually Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa sponsorship or transfer for this position #FTRetail

Description The Premier Financial Representative processes financial transactions and develops plans for assigned affluent members in the branch (Experience Center) as well as follow up activities by phone or email. The Representative is focused on building strong relationships with new and existing members.Here's what you can expect from the job and what you need to be successful:Job Duties Process financial business for affluent members quickly and accurately, including opening accounts, wire transfers, account transfers and loan payments Provide the highest quality of service to assigned members; promptly address member concerns and/or escalate to leadership when appropriate Engage with members and recommend options that best fit their needs, participate in campaigns, cross-selling and making referrals when appropriate using the online tracking and CRM systems Perform follow-up activities for assigned and prospective members, including outbound calls and business development activities Assist members in their financial goals by offering multiple deposit & lending product options Partner with other business units in sales and service activities Mentor Financial Solutions Representatives on a day to day basis as a peer coach Essential Skills Minimum 2 years' experience as a financial solutions representative and/or senior branch representative, including deep experience with building relationships with customers, uncovering needs and offering solutions Experience in outbound sales and outbound calling Exceptional listening skills with the ability to ask probing questions, understand concerns, and overcome objections Excellent verbal and written communication skills; able to express ideas concisely and logically Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment Ability to work in fast-paced environment and meet deadlines without sacrificing quality Ability to foster strong relationships with internal and external stakeholders Strong analytical and problem-solving skills with attention to detail Working knowledge of Microsoft Office Suite Minimum Education: High School Diploma Location: Downtown Bellevue Experience Center - Bellevue, WA 98004Target Compensation in Bellevue, WA: $30.77 to $37.98 per hour + quarterly incentive Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa sponsorship for this position #FT123

The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financial Advisor. This role will assist members and prospects with information, products and procedures to implement an investment program, as well as working with clients already in the Financial Advisor's existing book of business. In addition to client-facing responsibilities, the Senior Associate Financial Advisor will work with the team to implement elements of the practice's strategic plans and assist in the day-to-day management of the office. Here's what you can expect from the job and what you need to be successful: Job Duties: Strategic Integration: Collaborate with the Senior Advisor to implement business development, client service, and operational strategies Track progress on key initiatives and ensure alignment with long-term practice goals Oversee daily office operations, including workflow coordination, resource allocation, and vendor relationships Financial Planning & Advice: Take an active role in portfolio research and asset allocation design Conduct financial planning reviews and update financial plans as needed Provide investment advice and recommendations based on clients' risk tolerance and objectives Client Relationship Management: Assist the senior advisor in managing all client relationships Manage assigned households and provide ongoing service and planning updates Develop deep relationships with clients and their families to understand their financial goals and needs Operational Support: Collaborate with the assistant to ensure smooth operations and client satisfaction Maintain and document client activity in CRM system Ensure compliance with regulatory requirements and internal policies Business Development: Design and manage client “touchpoints” strategy to deliver timely information and resources to clients throughout the year Attend and facilitate Experience Center (“XC”) partner meetings to build XC engagement as needed, cultivating COIs Build relationships with prospects and convert them to clients, providing ongoing service through the lifetime of the client relationship Essential Skills: Minimum 3 years' client-facing experience in the investment or wealth management field, including experience in a consultative service role Ability to coordinate a variety of activities and projects simultaneously and prioritize daily work, such as tracking and closing new business; scheduling appointments; proactive calls for prospecting, marketing, servicing/sales, etc. Demonstrated ability to use discretion and judgment when working with clients, professionally handling sensitive information with discretion Ability to assess individual client needs and foster strong relationships Exceptional interpersonal skills to engage with internal and external business partners Possess an in-depth understanding of the financial industry, financial concepts and the mathematics behind them, high-level product knowledge, competitive intel and client-service strategies Working knowledge of Microsoft Office, and the ability to learn Raymond James-specific applications (Advisor Access, Client Center, etc.) Exposure to a CRM such as Salesforce is preferred Minimum Education: High School Diploma; Bachelor's degree is preferred or equivalent work experience Certification/License: Series 7, 63 & 65 or 66 FINRA licenses required, Life & Disability Insurance License Certified Financial Planner certification preferred Location: Sammamish Experience Center - Sammamish WA 98074 Target Compensation in Washington: $90,000 to $120,000 (This range reflects reasonable earnings potential which includes a base salary of $80,000-$90,000 plus quarterly incentive pay tied to production growth) Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Paid Time Off: You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) Registered address: 22620 SE 4 th St Suite 100 Sammamish WA 98074 What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa transfer/ sponsorship for this position

The Relationship Banker II is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team.As an Relationship Banker II, you'll work in a fast-paced environment processingroutine and complex financial transactions for members in-person, over the phone, and by e-mail.You'll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams.Here's what you can expect from the job and what you need to be successful:Job Duties: Quickly processroutine and complex financial transactions for members including deposits and withdrawals, loan payments, and cashier's checks, while ensuring regulatory compliance and adherence to internal procedures Establish and maintain member deposit and loan accounts including businesses, trusts fiduciary, and IRA accounts Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate Proactively identify and recommend the best products and services to meet the members' financial needs and partner with service teams including insurance, investments, Premier, and mortgage Meet quarterly metrics and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets, and incentives to help drive and execute on key business goals and initiatives Complete required compliance training within well-defined timelines and utilize available resources to maintain in depth current knowledge of all current credit union products and services Perform account maintenance activities including updating member contact and personal information Perform follow-up activities and outbound calls for new and existing members Assist Branch leadership with the onboarding of new Representatives as needed Essential Skills: Minimum eighteen (18) months in a fast-paced sales or customer service role within the financial services industry preferred Ability to listen to members' needs and provide tailored product recommendations Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections Excellent verbal and written communication skills; able to express ideas concisely and logically Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment Skilled to workin fast-paced customer service and sales environment without sacrificing accuracy and service Aptitude for learning a variety of computer systems using technology to solve member issues Strongcritical thinking and decision-making skills with attention to detail Minimum Education: High School Diploma or equivalent Certification/License: Notary preferred Location: Studios West Experience Center - Redmond, WA 98052 (FULL TIME ON-SITE) Target Compensation:$25.85 to $31.35 per hour + monthly incentive Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Paid Time Off (PTO): You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40-hours of sick time, and three personal days, which will refresh annually Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Clickhereto learn more! First Tech is not currently offering Visa sponsorship or transfer for this position #FTRetail

Description The Manager, Experience Center (XC) oversees all aspects of the daily operations of the XC, deepening and acquiring member relationships and ensuring member service levels are consistently exceeded.Primary Responsibilities: Lead a team of high-performing and engaged employees through effective people leadership practices including regular communication of performance expectations and feedback to employees to maintain high team performance; provide coaching and corrective action as required; actively support employee professional growth and development Monitor and coach Assistant Managers in the areas of quality, productivity, employee relations/coaching and evaluation, member sentiment, and overall work performance Partner with Assistant Managers in handling all aspects of XC operations (including monthly self audit, general ledger audits, balancing debit cards, locating transactional errors, cash and vault balancing, negotiable items) Handle escalated member issues, resolving on a timely basis to satisfaction Effectively using KPIs and reports to analyze and determine necessary actions to identify gaps in the business and take action to resolve Maintain and enforce systems, policies, procedures and productivity standards Ensure member service projects (change initiatives) meet objectives on time and on budget Partner with other business units to resolve member issues or grow member relationships; actively participate in cross-functional meetings Research, resolve and communicate operational issues and potential problems to leader and/or other business units Identify, manage and mitigate risk within XC (including identify theft, overdrafts, etc) Manage vendor relationships to support operational excellence and member service levels Experience and Education Requirement: Minimum Education: Bachelor's degree is preferred Minimum 3 years' experience in retail operations with a proven successful track record in deepening and acquiring customer relationships, preferably in financial services Minimum 2 years' experience leading people or teams, ideally in the sales sector Proven people management and development skills, adept at providing frequent and valuable performance feedback to develop and build employees to achieve department goals Ability to use data and analytic information to gain insights and drive strategic direction Ability to work autonomously to manage time effectively and prioritize work appropriately to meet deadlines Strong business communication skills; able to write/speak clearly and professionally for a variety of audiences Familiarity with CRM software is preferred Working knowledge of Microsoft Office Suite Certification/License: N/A Location: Kirkland Urban Experience Center | Kirkland, WA 98033 (FULL TIME ON-SITE) Target Compensation: $85,000 to $96,000 annually + monthly incentive Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) First Tech is not currently offering Visa sponsorship or transfer for this position What makes First Tech different? Click here to learn more! #FTFRetail

Description The Assistant Manager, Experience Center (XC) partners with the Manager to oversee the day to day activities of a team of Financial Solutions Representatives in processing routine financial transactions for members. The Assistant Manager handles daily operational tasks and ensures member service levels are met or exceeded. Primary Responsibilities: Handle and oversee the daily operations of the XC (including cash and vault balancing, negotiable items, audits) Partner with Manager in leading a team of high-performing and engaged employees through effective people leadership practices including regular communication of performance expectations and feedback to employees to maintain high team performance; provide coaching and corrective action as required; actively support employee professional growth and development Maintain and enforce systems, policies, procedures and productivity standards Partner with Manager in effectively using KPIs and reports to analyze and determine necessary actions to identify gaps in the business and take action to resolve Ensure member service projects (change initiatives) meet objectives on time and on budget Partner with other business units to resolve member issues or grow member relationships; actively participate in cross-functional meetings Research, resolve and communicate operational issues and potential problems to leader and/or other business units Identify, manage and mitigate risk within XC (including identify theft, overdrafts, etc) Manage vendor relationships to support operational excellence and member service levels Experience and Education Requirement: Minimum Education: Bachelor's degree is preferred Minimum one year experience in retail financial services with a proven successful track record in deepening and acquiring member relationships Minimum 6 months' experience leading people or teams Proven people management and development skills, adept at providing frequent and valuable performance feedback to develop and build employees to achieve department goals Ability to use data and analytic information to gain insights and drive strategic direction Ability to work autonomously to manage time effectively and prioritize work appropriately to meet deadlines Strong business communication skills; able to write/speak clearly and professionally for a variety of audiences Familiarity with CRM software is preferred Working knowledge of Microsoft Office Suite Certification/License: N/A Location: Terry Avenue Experience Center - Seattle, WA 98109Target Compensation in Seattle, WA: $72,000 - $85,000 plus monthly incentives Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa sponsorship or transfer for this position #FTFRetail

Description The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As a Relationship Banker, you'll work in a fast-paced environment processing routine financial transactions for members in-person, over the phone, and by e-mail. You'll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams. Primary Responsibilities: Quickly process routine financial transactions for members including deposits and withdrawals, loan payments, and cashier's checks, while ensuring regulatory compliance and adherence to internal procedures Establish and maintain member deposit and loan accounts Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate Proactively identify and recommend the best products and services to meet the members' financial needs and partner with service teams including insurance, investments, Premier, and mortgage Meet quarterly metrics and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets, and incentives to help drive and execute on key business goals and initiatives Complete required compliance training within well-defined timelines and utilize available resources to maintain in depth current knowledge of all current credit union products and services Perform account maintenance activities including updating member contact and personal information Perform follow-up activities and outbound calls for new and existing members Experience and Education Requirement: Minimum Education: High School Diploma or equivalent Minimum six (6) months in a fast-paced sales or customer service role required; financial services experience preferred Ability to listen to members' needs and provide tailored product recommendations Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections Excellent verbal and written communication skills; able to express ideas concisely and logically Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment Ability to work in fast-paced customer service and sales environment without sacrificing accuracy and service Aptitude for learning a variety of computer systems using technology to solve member issues Possesses critical thinking and decision-making skills with attention to detail Working knowledge of Microsoft Office Suite Certification/License: Notary preferred Location: South Lake Union Experience Center - Seattle, WA 98121 Target Compensation in Seattle, WA: $22.55 to $26.00 per hour + quarterly incentive Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa sponsorship or transfer for this position

Job DescriptionWe're seeking a strategic, forward-thinking Vice President - Controller to lead our accounting and finance functions and position themselves as the next Chief Financial Officer within the coming years. This is a rare opportunity for a seasoned financial leader to shape the future of a growing credit union while driving innovation and efficiency across the organization. As Controller, you'll be the cornerstone of our financial integrity and a trusted advisor to executive leadership and the Board. You'll manage a talented team, champion process automation, and ensure our financial strategy aligns with our mission and long-term goals. This is more than a Controller role-it's a launchpad for a CFO-caliber leader. This is a hybrid position that will report to our Northgate, Seattle Headquarters at least 2 days per week (Mondays and Wednesday). More in-office time may be necessary for certain leadership and team meetings. Applications for this role will close on JANUARY 23, 2026 OUR TOTAL REWARDS PACKAGE Base salary range of $152,691.39-$256,521.53 per year. The typical starting offer will fall between $165,000 - $215,000 per year, depending on experience and qualifications. This position qualifies for our profit-sharing bonus program with possible annual payouts totaling 0-8% of annual salary depending on company performance. Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company-paid contributions. Generous time off including 15 days of vacation, 12 days of sick time, and 2 floating holidays per year (eligible for use after 90 days of employment). Paid holidays in accordance with the Federal Reserve calendar. Tuition reimbursement. 401(k) plan with pre-tax and post-tax (Roth) options including company matching after 6 months of employment. Charitable contribution matching. Monthly transportation subsidy for employees that qualify. And more! Expanded details about our benefit offerings can be found on our company careers page. WHAT YOU'LL DO IN THIS ROLE Manage and mentor the accounting and finance teams, fostering collaboration and continuous improvement. Work closely with executive leadership and department heads to translate financial objectives into actionable priorities. Oversee accurate GAAP-compliant financial reporting, regulatory filings, audits, and internal controls. Spearhead digital transformation and enterprise-wide system updates to enhance efficiency and scalability. Develop budgets, forecasts, and financial roadmaps that support sustainable growth and strategic initiatives. Provide insights and recommendations to the CEO, CFO, and Board to inform critical decisions. WHAT YOU BRING TO THE TABLE Experience: 10+ years of progressive accounting/finance leadership. 5+ years in a senior management role (Controller or Assistant Controller). Direct experience in banking, credit union, or financial services required. Education & Credentials: Bachelor's degree in Accounting or Finance. Active CPA or CMA certification. Skills & Attributes: Deep knowledge of GAAP, NCUA/banking regulations, and complex financial reporting standards. Strong executive presence with the ability to present financial strategy to senior leadership, the Board, and regulators. Proven track record of leading and developing high-performing teams in a collaborative, results-driven environment. Advanced analytical and problem-solving skills with a focus on strategic planning and operational efficiency. High proficiency with accounting systems, financial modeling tools, and Microsoft Excel. Ability to interpret regulatory changes and translate them into actionable policies and strategies. Solid understanding of advanced financial concepts, including capital ratios and risk modeling. ABOUT SALAL CREDIT UNION We have helped thousands of members manage their money by making bold, measured decisions to offer the right products to each person. Our mission is to break down financial barriers for the innovators in our community by offering good rates, low fees, and dedicated personal services. Beyond that, we are committed to giving 5% of our annual income to help people and causes in the communities we serve, because we know that many small actions, when added together, can make big impacts. Helping our employees build and achieve their career goals is equally as important to us, and we are dedicated to fostering a positive work environment in which they can thrive. We strongly prioritize their growth and development as well as their impact to the community so we can be an institution that our employees are proud to be a part of. Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities. To request a reasonable accommodation in order to complete your application or if you need this job announcement in an alternative format, contact the Talent Acquisition Team at *******************. If you do not have internet access, you may visit your local public library or any WorkSource location and use their computers. Salal Credit Union participates in E-Verify to confirm employment eligibility for all new hires in accordance with federal law. Seattle, Washington98115 Job Posted by ApplicantPro

Description The Relationship Banker II is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As an Relationship Banker II, you'll work in a fast-paced environment processing routine and complex financial transactions for members in-person, over the phone, and by e-mail. You'll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams. Here's what you can expect from the job and what you need to be successful: Job Duties: Quickly process routine and complex financial transactions for members including deposits and withdrawals, loan payments, and cashier's checks, while ensuring regulatory compliance and adherence to internal procedures Establish and maintain member deposit and loan accounts including businesses, trusts fiduciary, and IRA accounts Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate Proactively identify and recommend the best products and services to meet the members' financial needs and partner with service teams including insurance, investments, Premier, and mortgage Meet quarterly metrics and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets, and incentives to help drive and execute on key business goals and initiatives Complete required compliance training within well-defined timelines and utilize available resources to maintain in depth current knowledge of all current credit union products and services Perform account maintenance activities including updating member contact and personal information Perform follow-up activities and outbound calls for new and existing members Assist Branch leadership with the onboarding of new Representatives as needed Essential Skills: Minimum eighteen (18) months in a fast-paced sales or customer service role within the financial services industry preferred Ability to listen to members' needs and provide tailored product recommendations Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections Excellent verbal and written communication skills; able to express ideas concisely and logically Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment Skilled to work in fast-paced customer service and sales environment without sacrificing accuracy and service Aptitude for learning a variety of computer systems using technology to solve member issues Strong critical thinking and decision-making skills with attention to detail Minimum Education: High School Diploma or equivalent Certification/License: Notary preferred Location: Kirkland Urban Experience Center - Kirkland, WA 98033 (FULL TIME ON-SITE) Target Compensation: $25.85 to $31.35 per hour + monthly incentive Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Paid Time Off: You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa sponsorship or transfer for this position #FTFRetail

Description The Assistant Manager, Experience Center (XC) partners with the Manager to oversee the day to day activities of a team of Financial Solutions Representatives in processing routine financial transactions for members. The Assistant Manager handles daily operational tasks and ensures member service levels are met or exceeded.Primary Responsibilities: Handle and oversee the daily operations of the XC (including cash and vault balancing, negotiable items, audits) Partner with Manager in leading a team of high-performing and engaged employees through effective people leadership practices including regular communication of performance expectations and feedback to employees to maintain high team performance; provide coaching and corrective action as required; actively support employee professional growth and development Maintain and enforce systems, policies, procedures and productivity standards Partner with Manager in effectively using KPIs and reports to analyze and determine necessary actions to identify gaps in the business and take action to resolve Ensure member service projects (change initiatives) meet objectives on time and on budget Partner with other business units to resolve member issues or grow member relationships; actively participate in cross-functional meetings Research, resolve and communicate operational issues and potential problems to leader and/or other business units Identify, manage and mitigate risk within XC (including identify theft, overdrafts, etc) Manage vendor relationships to support operational excellence and member service levels Experience and Education Requirement: Minimum Education: Bachelor's degree is preferred Minimum one year experience in retail financial services with a proven successful track record in deepening and acquiring member relationships Minimum 6 months' experience leading people or teams Proven people management and development skills, adept at providing frequent and valuable performance feedback to develop and build employees to achieve department goals Ability to use data and analytic information to gain insights and drive strategic direction Ability to work autonomously to manage time effectively and prioritize work appropriately to meet deadlines Strong business communication skills; able to write/speak clearly and professionally for a variety of audiences Familiarity with CRM software is preferred Working knowledge of Microsoft Office Suite Certification/License: N/A Location: Sammamish, WA 98074 (FULL TIME ON-SITE) Target Compensation: $78,000 to $86,000 annually + monthly incentive Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa sponsorship or transfer for this position

Description The Relationship Banker II is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As an Relationship Banker II, you'll work in a fast-paced environment processing routine and complex financial transactions for members in-person, over the phone, and by e-mail. You'll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams. Here's what you can expect from the job and what you need to be successful: Job Duties: Quickly process routine and complex financial transactions for members including deposits and withdrawals, loan payments, and cashier's checks, while ensuring regulatory compliance and adherence to internal procedures Establish and maintain member deposit and loan accounts including businesses, trusts fiduciary, and IRA accounts Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate Proactively identify and recommend the best products and services to meet the members' financial needs and partner with service teams including insurance, investments, Premier, and mortgage Meet quarterly metrics and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets, and incentives to help drive and execute on key business goals and initiatives Complete required compliance training within well-defined timelines and utilize available resources to maintain in depth current knowledge of all current credit union products and services Perform account maintenance activities including updating member contact and personal information Perform follow-up activities and outbound calls for new and existing members Assist Branch leadership with the onboarding of new Representatives as needed Essential Skills: Minimum eighteen (18) months in a fast-paced sales or customer service role within the financial services industry preferred Ability to listen to members' needs and provide tailored product recommendations Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections Excellent verbal and written communication skills; able to express ideas concisely and logically Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment Skilled to work in fast-paced customer service and sales environment without sacrificing accuracy and service Aptitude for learning a variety of computer systems using technology to solve member issues Strong critical thinking and decision-making skills with attention to detail Minimum Education: High School Diploma or equivalent Certification/License: Notary preferred Location: Downtown Bellevue Experience Center - Bellevue, WA 98004 (FULL TIME ON-SITE) Target Compensation: $25.85 to $31.35 per hour + monthly incentive Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Paid Time Off (PTO): You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40-hours of sick time, and three personal days, which will refresh annually Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa sponsorship or transfer for this position #FTRetail

Description The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As a Relationship Banker, you'll work in a fast-paced environment processing routine financial transactions for members in-person, over the phone, and by e-mail. You'll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams. Primary Responsibilities: Quickly process routine financial transactions for members including deposits and withdrawals, loan payments, and cashier's checks, while ensuring regulatory compliance and adherence to internal procedures Establish and maintain member deposit and loan accounts Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate Proactively identify and recommend the best products and services to meet the members' financial needs and partner with service teams including insurance, investments, Premier, and mortgage Meet quarterly metrics and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets, and incentives to help drive and execute on key business goals and initiatives Complete required compliance training within well-defined timelines and utilize available resources to maintain in depth current knowledge of all current credit union products and services Perform account maintenance activities including updating member contact and personal information Perform follow-up activities and outbound calls for new and existing members Experience and Education Requirement: Minimum Education: High School Diploma or equivalent Minimum six (6) months in a fast-paced sales or customer service role required; financial services experience preferred Ability to listen to members' needs and provide tailored product recommendations Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections Excellent verbal and written communication skills; able to express ideas concisely and logically Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment Ability to work in fast-paced customer service and sales environment without sacrificing accuracy and service Aptitude for learning a variety of computer systems using technology to solve member issues Possesses critical thinking and decision-making skills with attention to detail Working knowledge of Microsoft Office Suite Certification/License: Notary preferred Location: Downtown Bellevue Experience Center - Bellevue, WA 98004 Target Compensation in Bellevue, WA: $22.55 to $26.00 per hour + quarterly incentive Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Paid Time Off (PTO): You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40-hours of sick time, and three personal days, which will refresh annually Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa sponsorship or transfer for this position #FTRETAIL

Description The Relationship Banker II is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As an Relationship Banker II, you'll work in a fast-paced environment processing routine and complex financial transactions for members in-person, over the phone, and by e-mail. You'll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams. Here's what you can expect from the job and what you need to be successful: Job Duties: Quickly process routine and complex financial transactions for members including deposits and withdrawals, loan payments, and cashier's checks, while ensuring regulatory compliance and adherence to internal procedures Establish and maintain member deposit and loan accounts including businesses, trusts fiduciary, and IRA accounts Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate Proactively identify and recommend the best products and services to meet the members' financial needs and partner with service teams including insurance, investments, Premier, and mortgage Meet quarterly metrics and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets, and incentives to help drive and execute on key business goals and initiatives Complete required compliance training within well-defined timelines and utilize available resources to maintain in depth current knowledge of all current credit union products and services Perform account maintenance activities including updating member contact and personal information Perform follow-up activities and outbound calls for new and existing members Assist Branch leadership with the onboarding of new Representatives as needed Essential Skills: Minimum eighteen (18) months in a fast-paced sales or customer service role within the financial services industry preferred Ability to listen to members' needs and provide tailored product recommendations Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections Excellent verbal and written communication skills; able to express ideas concisely and logically Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment Skilled to work in fast-paced customer service and sales environment without sacrificing accuracy and service Aptitude for learning a variety of computer systems using technology to solve member issues Strong critical thinking and decision-making skills with attention to detail Minimum Education: High School Diploma or equivalent Certification/License: Notary preferred Location: Bella Bottega Experience Center - Redmond, WA 98052 (FULL TIME ON-SITE) Target Compensation: $25.85 to $31.35 per hour + monthly incentive Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa sponsorship or transfer for this position #FTRetail

Description The Relationship Banker II is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As an Relationship Banker II, you'll work in a fast-paced environment processing routine and complex financial transactions for members in-person, over the phone, and by e-mail. You'll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams. Here's what you can expect from the job and what you need to be successful: Job Duties: Quickly process routine and complex financial transactions for members including deposits and withdrawals, loan payments, and cashier's checks, while ensuring regulatory compliance and adherence to internal procedures Establish and maintain member deposit and loan accounts including businesses, trusts fiduciary, and IRA accounts Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate Proactively identify and recommend the best products and services to meet the members' financial needs and partner with service teams including insurance, investments, Premier, and mortgage Meet quarterly metrics and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets, and incentives to help drive and execute on key business goals and initiatives Complete required compliance training within well-defined timelines and utilize available resources to maintain in depth current knowledge of all current credit union products and services Perform account maintenance activities including updating member contact and personal information Perform follow-up activities and outbound calls for new and existing members Assist Branch leadership with the onboarding of new Representatives as needed Essential Skills: Minimum eighteen (18) months in a fast-paced sales or customer service role within the financial services industry preferred Ability to listen to members' needs and provide tailored product recommendations Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections Excellent verbal and written communication skills; able to express ideas concisely and logically Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment Skilled to work in fast-paced customer service and sales environment without sacrificing accuracy and service Aptitude for learning a variety of computer systems using technology to solve member issues Strong critical thinking and decision-making skills with attention to detail Minimum Education: High School Diploma or equivalent Certification/License: Notary preferred Location: Studios West Experience Center - Redmond, WA 98052 (FULL TIME ON-SITE) Target Compensation: $25.85 to $31.35 per hour + monthly incentive Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Paid Time Off (PTO): You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40-hours of sick time, and three personal days, which will refresh annually Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa sponsorship or transfer for this position #FTRetail

Description The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As a Relationship Banker, you'll work in a fast-paced environment processing routine financial transactions for members in-person, over the phone, and by e-mail. You'll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams. Primary Responsibilities: Quickly process routine financial transactions for members including deposits and withdrawals, loan payments, and cashier's checks, while ensuring regulatory compliance and adherence to internal procedures Establish and maintain member deposit and loan accounts Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate Proactively identify and recommend the best products and services to meet the members' financial needs and partner with service teams including insurance, investments, Premier, and mortgage Meet quarterly metrics and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets, and incentives to help drive and execute on key business goals and initiatives Complete required compliance training within well-defined timelines and utilize available resources to maintain in depth current knowledge of all current credit union products and services Perform account maintenance activities including updating member contact and personal information Perform follow-up activities and outbound calls for new and existing members Experience and Education Requirement: Minimum Education: High School Diploma or equivalent Minimum six (6) months in a fast-paced sales or customer service role required; financial services experience preferred Ability to listen to members' needs and provide tailored product recommendations Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections Excellent verbal and written communication skills; able to express ideas concisely and logically Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment Ability to work in fast-paced customer service and sales environment without sacrificing accuracy and service Aptitude for learning a variety of computer systems using technology to solve member issues Possesses critical thinking and decision-making skills with attention to detail Working knowledge of Microsoft Office Suite Certification/License: Notary preferred Location: Studios West Experience Center - Redmond, WA 98052 Target Compensation in Redmond, WA: $22.55 to $26.00 per hour + quarterly incentive Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa sponsorship or transfer for this position