Financial Solutions Advisor – Member Services

Peak Credit Union; Aberdeen (WA); On-site; USD 23,000 - 35,000; Part time

Job summary

Peak Credit Union in Aberdeen, WA seeks a Financial Solutions Guide I to welcome members, process transactions, and promote financial products with care and precision. This part-time role emphasizes accurate cash handling, service excellence, and building lasting member relationships.

You'll handle deposits, withdrawals, transfers, and loan payments, while identifying opportunities to support members’ financial well‑being. Bilingual skills are a plus.

Qualifications

• Minimum of one year of experience interacting with customers and handling cash, or an equivalent combination of work experience.

Responsibilities

• Welcomes and engages members, managing branch traffic and reducing wait times.
• Promotes credit union products by referrals and sales to meet member needs.
• Processes deposits, withdrawals, transfers, and loan payments with accuracy.
• Responds to inquiries with professionalism and empathy, ensuring follow-up.
• Makes outbound calls to support outreach and relationship building.
• Balances cash drawer and assists with vault operations under supervision.

Skills

Customer engagement

Cash handling

Bilingual value

Job description

Peak Credit Union in Aberdeen, WA seeks a Financial Solutions Guide I to welcome members, process transactions, and promote financial products with care and precision. This part-time role emphasizes accurate cash handling, service excellence, and building lasting member relationships.

You'll handle deposits, withdrawals, transfers, and loan payments, while identifying opportunities to support members’ financial well‑being. Bilingual skills are a plus.