Financial Solutions Guide 1

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 !

Where You Will Work :

Shift hours 11:00 - 3:00

Pay Range: The target hourly pay range for this position is $18.70 - $21.25. The full hourly pay range is $17.00 - $25.50.

• 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 addition to your salary compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.

Job Overview:

This position embodies Peak Credit Unions mission of Investing in People and Championing Success by deliveringexceptional member experiences with authenticity care and precision. Guided by our values ofAuthenticity Boldness Collaboration Dignity and Empathy this role builds the foundation of lastingmember relationships helping individuals access the financial tools resources and confidenceneeded to achieve their goals. Through accurate transactions meaningful interactions and steadfastsupport the Financial Solutions Guide 1 advances Peaks vision of creating communities whereeveryone feels financially secure and ensures our purpose of providing everyone with access tofinancial empowerment and independence.

What Youll Do:

• Welcomes and engages members by greeting all visitors warmly managing branch traffic witha sense of urgency to ensure minimal wait times and a positive member experience whileremaining attentive to relationship building cues that support consultative salesconversations.
• Promotes credit union products and services by proactively identifying referring andoriginating credit union products and services to meet member needs strengthening financialrelationships demonstrating sales acumen through effective discovery confident productpositioning and closing skills consistently meeting or exceeding assigned referral salestargets.
• Processes member transactions accurately receives processes and posts depositswithdrawals transfers and loan payments while maintaining complete and accuratetransaction records leveraging each interaction as an opportunity to uncover needs andintroduce value-aligned solutions.
• Resolves member inquiries and concerns responds to member requests concerns andcomplaints with professionalism and empathy ensuring warm hand-offs and timely follow-upfor full resolution while recognizing when service moments can transition into salesopportunities that support the members financial well-being.
• Makes outbound calls to members/customers to support outreach initiatives relationshipbuilding and organizational goals.
• Performs specialized financial functions completes wire transfers and other complextransactions while ensuring compliance with established policies and procedures andidentifies opportunities where specialized products or services may benefit the member.
• Balances cash drawer and daily transactions; assists with vault balancing dispensermaintenance certifications key assignments and cash orders under management oversight.
• Records detailed notes on member interactions complex situations and transactions toensure clear communication and consistent service delivery capturing relevant sales insightsto support follow-up and relationship growth.
• Demonstrates professionalism and continuous Learning by taking initiative to learn newsystems processes and policies; completing required training; and maintaining a professionalimage while contributing positively to the team environment including ongoing developmentof sales skills product knowledge and consultative techniques.
• Supports branch and organizational operations and provides staffing support as neededacross locations and departments and performs other duties as assigned to ensureoperational excellence and continuity of service while helping the branch achieve overallsales and growth objectives.
• All other duties as assigned.

When Youll Be Work ing: Monday- Friday: 9:00 am - 5:30 pm

Qualifications:

• Minimum of one (1) year of experience interacting with customers and handling cash or anequivalent combination of work experience.

Bonus Points If You Have:

• Demonstrated skills including bilingual skillsconsultative sales skills to uncover member needs make tailored recommendations and build lastingfinancial relationships is preferred.

What Youll Bring:

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

• Open to feedback and respond with professionalism and dignity delivering information tomembers and co-workers.

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

• Ability to learn how to timely problem solve and make decisions relevant to the role andexperience.

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

• Ability to role model our core values.

• Maintain confidentiality with minimal supervision.

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.

#ZR

Peak Credit Union participates in E-Verify. We use E-Verify to confirm the identity and employment eligibility of all persons hired to work in the United States.

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

For more information on Right to Work please click here: Right to Work

For more information on the Fair Chance Act please click here: Fair Chance Act

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 youd like to view a copy of the companys affirmative action plan or policy statement please email

If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application please e-mail This email is created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes such as following up on an application or technical issues not related to a disability will not receive a response.

When you apply to a job on this site the personal data contained in your application will be collected by Peak Credit Union. Your personal data will be processed for the purposes of managing the Credit Unions recruitment related activities which include setting up and conducting interviews and tests for applicants evaluating and assessing the results thereto and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under state and federal law. Your personal data will be shared with Greenhouse Software Inc. a cloud services provider located in the United States of America and engaged by the Credit Union to help manage its recruitment and hiring process. Your personal data will be retained by the Credit Union as long as the Credit Union determines it is necessary to evaluate your application for employment and as required under applicable state and federal law. Greenhouse is under contractual obligation to keep such information confidential and the Credit Unions privacy practices comply with all applicable state and federal laws.