Financial Solutions Guide 2

Job Description

Job Description

To maintain a strong connection with our members and local communities and better understand their unique needs, we are currently considering applications from candidates residing in Oregon and Washington for all open positions. We appreciate your understanding as we focus our hiring efforts in these specific regions. And, we encourage all qualified candidates from these states to apply, as we look forward to learning more about your unique skills and experience!

Job Overview:

This position embodies Peak Credit Union's mission and values by delivering exceptional service, building trusted relationships, and providing personalized financial solutions that empower members to achieve their goals. Through consultative guidance, accurate transactions, and thoughtful problem resolution, this role strengthens Peak's vision to create financially secure, empowered communities. Rooted in authenticity, boldness, collaboration, dignity, and empathy, the Financial Solutions Guide 2 advances Peak's purpose of expanding access to financial empowerment and independence, ensuring operational excellence and consistent service across the branch network.

Where You Will Work :

Grants Pass: 1532 NE F Street, Grants Pass, Oregon 97526. (Branches)

Pay Range: 

The target hourly pay range for this position is $20.56 - $23.37. The full hourly pay range is $18.70 - $28.04.

• We provide an additional $2.00 per hour bilingual differential for those employees who can support our members' financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset.
• Compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer of employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.

What You'll Do: 

• Engages members warmly and professionally, creating an environment that supports meaningful conversations and proactive discovery of financial needs.
• Develops and deepens member relationships by confidently uncovering needs, presenting tailored solutions, and originating or referring products across the full suite of Peak offerings, including consumer loans, specialty accounts, protection products, and advanced digital tools. Consistently meets or exceeds assigned sales and production goals, demonstrating strong consultative selling, follow-through, and closing skills.
• Provides advanced financial guidance and empathetic problem-solving, ensuring each interaction results in improved financial confidence and expanded relationship opportunities, not only resolving concerns but actively identifying ways to add value and grow the member relationship.
• Ensures precise execution of cash handling, vault operations, and transaction processing.
• Executes complex account openings, loan applications, underwriting support, and account maintenance with accuracy and care, while positioning complementary products that align with member goals and long-term financial well-being.
• Cultivates long-term member relationships through repeated follow-up, outreach, and intentional relationship management, ensuring members feel seen, supported, and guided toward responsible financial decisions.
• Provides expert support in designated areas such as consumer lending, account portfolio growth, or business development, leveraging sales acumen and product expertise to advance branch performance.
• Maintains accurate notes on all interactions, applications, and follow-ups to ensure continuity of care, support sales tracking, and enable relationship-building across multiple channels.
• Partners with branch leadership to support escalations, team coaching moments, cross training, and branch-wide sales initiatives, helping elevate overall sales culture and performance.
• Demonstrates professionalism through ongoing skill development, active participation in training and promotional initiatives, and engagement in community events, continuously building sales capability and product mastery to support personal and branch success.
• All other duties as assigned.

When You'll Be Working:

• Monday- Friday: 8:45am - 5:45pm and rotating Saturdays: 9:15am - 1:45pm.
• Full-time, 40 hours a week. 

Qualifications: 

• Minimum two (2) years of experience in retail banking, customer service, or financial services. 

Bonus Points If You Have: 

• Bilingual skills preferred.
• FICEP, Financial Counseling Certification. 

What You'll Bring:

• Ability to perform in an environment with frequent changes and competing demands.  

• Strong communication skills with the ability to engage members and build trust.  

• Ability to continuously learn and maintain knowledge of credit union systems, processes, and compliance requirements.  

• Ability to problem solve and make decisions relevant to the role and experience.  

• Ability to embrace and promote a positive, collaborative work environment.  

• Ability to role model our core values.  

• Maintain confidentiality with minimal supervision.  

Total Rewards:

This position is eligible for Full-Time Regular benefits. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage.

• Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage. 
• We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).
• Employees also have access to Life and AD&D insurance.
• Employees are able to enroll in our 401k plan.
• Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis. 
• Full-Time Regular hired employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time.

All benefits except 401k start the first of the month following date of hire. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.

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For more information on E-Verify, please click here: E-Verify Participation Poster English and Spanish

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Peak Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters If you'd like to view a copy of the company's affirmative action plan or policy statement, please email View email address on ziprecruiter.com.

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