About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Credit Union / Financial Services.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Role Overview

Confidential Client is hiring Financial Service Representatives (Personal Bankers) at multiple levels (FSR 1, 2, and 3) for the Wenatchee, WA branch. These are retail-branch roles focused on delivering excellent member service, relationship-building, and consumer lending support. Opportunities are available at entry, intermediate, and senior levels depending on experience.

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Compensation (Non-Exempt / Hourly ranges)

• Financial Service Representative 1 — Range 8C: $22.84 - $34.28 per hour
• Financial Service Representative 2 — Range 9C: $25.95 - $38.93 per hour
• Financial Service Representative 3 — Range 10C: $29.50 - $44.26 per hour

Note: Salaries listed are the ranges provided by the employer in the source posting.

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What You’ll Do

This role varies by level. Core responsibilities include:

• Welcome and assist members with transactions, account inquiries, and day-to-day banking needs.
• Open and maintain deposit accounts (checking, savings, IRAs) and verify documentation.
• Take and process consumer loan and HELOC applications; support loan closings and follow-up.
• Deliver needs-based conversations that identify member goals and recommend appropriate credit union products and services.
• Cross-sell relevant products (consumer loans, credit cards, digital banking services) while providing a warm, member-first experience.
• Ensure all transactions and member interactions comply with internal policies and regulatory requirements.
• Serve as a resource for escalated member situations and refer complex needs to appropriate specialists.
• For FSR 2 and FSR 3: manage a growing book of business, perform financial analysis for lending opportunities, and proactively engage in relationship development.
• For FSR 3: mentor and coach junior staff, lead in management’s absence, and handle advanced account types (Estates, Trusts, fiduciary accounts) and complex lending activity.

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Qualifications

Minimum (by level):

• FSR 1: High school diploma or GED; ~6 months to 2 years customer service/retail or financial experience.
• FSR 2: High school diploma or GED; 2 to 4 years retail banking/financial services experience with proven sales or relationship results.
• FSR 3: High school diploma or GED; 5+ years progressive financial services experience, demonstrated book-of-business management and lending experience.

Required certifications (or ability to obtain within a required timeframe):

• NMLS certification (required or must be obtained within designated timeframe)
• Notary Public license (required or must be obtained within designated timeframe)

Preferred:

• Bilingual (Spanish)
• Prior credit union or retail banking experience
• Familiarity with account-opening procedures, consumer & HELOC lending, and small business banking

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Skills & Abilities

• Strong interpersonal and communication skills; courteous and professional demeanor.
• Ability to read, write, and present information clearly in one-on-one settings.
• Consultative sales approach and ability to develop trust-based member relationships.
• Comfort with multi-tasking in a fast-paced branch environment.
• Proficiency in Microsoft Word, Excel, Outlook, and core banking systems (e.g., Symitar).
• Ability to lift up to 25 lbs. and sit or stand for extended periods.

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Performance Expectations

• Meet or exceed individual and branch service and sales goals.
• Provide accurate, efficient, and compliant service across transactions.
• Demonstrate growth through training, coaching, and development of product knowledge.
• For senior roles: act as a subject matter expert and mentor to others; lead by example.

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Benefits & Additional Info

• Confidential Client provides benefits and perks — see employer resources for full details.
• This is a branch-based role located in Wenatchee, WA. Employment type is typically full-time; specific schedules and FTE will be discussed during hiring.
• Reasonable accommodations are available for applicants with disabilities during the hiring process.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.