Bilingual Financial Solutions Advisor

Peak Credit Union; Beaverton (OR); On-site; USD 26,000 - 34,000; Full time

Benefits offered by this job

Bilingual differential

Job summary

Peak Credit Union is seeking a Financial Solutions Guide in Oregon to deliver exceptional service and tailor financial solutions for members. You will build relationships, cross-sell Peak products, and process transactions accurately in a fast-paced branch setting.

The role emphasizes empathy, collaboration, and ongoing skill development, with a full benefits package and eligibility for incentives based on performance.

Qualifications

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

Responsibilities

• Engages members warmly and professionally, creating an environment that supports meaningful conversations and proactive discovery of financial needs.
• Develops and deepens member relationships by uncovering needs and presenting tailored solutions across Peak offerings.
• Provides advanced financial guidance and empathetic problem-solving to improve financial confidence and growth of relationships.
• Executes cash handling, vault operations, and transaction processing with precision.
• Handles complex account openings, loan applications, underwriting support, and account maintenance accurately.

Skills

Customer service

Communication

Sales

Education

Retail banking experience

Job description

Peak Credit Union is seeking a Financial Solutions Guide in Oregon to deliver exceptional service and tailor financial solutions for members. You will build relationships, cross-sell Peak products, and process transactions accurately in a fast-paced branch setting.

The role emphasizes empathy, collaboration, and ongoing skill development, with a full benefits package and eligibility for incentives based on performance.