Bilingual Financial Solutions Guide 2 – Member Advocate

peakcreditunion; Springfield (OR); On-site; USD 26,000 - 39,000; Full time

Benefits offered by this job

Bilingual differential

Performance-based incentives

Job summary

Peak Credit Union seeks a Financial Solutions Guide 2 in Oregon to deliver exceptional service, build trusted member relationships, and provide personalized financial solutions that empower members to reach their goals.

Based at 5000 Main Street, Springfield, OR 97478, the role involves consultative guidance, accurate transactions, and problem resolution across Peak's consumer loans, accounts, and digital tools.

Qualifications

• Minimum two (2) years in retail banking, customer service, or financial services.
• Bilingual skills preferred.
• FiCEP, Financial Counseling Certification.

Responsibilities

• Engages members warmly, creating conversations to identify financial needs.
• Develops relationships by uncovering needs and presenting tailored Peak products.
• Provides financial guidance to improve confidence and grow relationships.
• Ensures accurate cash handling, vault operations, and transaction processing.
• Executes complex account openings and loan applications with care.
• Maintains notes on interactions to support continuity of care and sales tracking.
• Collaborates with branch leadership on escalations and sales initiatives.
• Participates in training and community events to boost sales capability.
• All other duties as assigned.

Skills

Retail banking

Customer service

Sales/upselling

Bilingual ability

Job description

Peak Credit Union seeks a Financial Solutions Guide 2 in Oregon to deliver exceptional service, build trusted member relationships, and provide personalized financial solutions that empower members to reach their goals.

Based at 5000 Main Street, Springfield, OR 97478, the role involves consultative guidance, accurate transactions, and problem resolution across Peak's consumer loans, accounts, and digital tools.