Financial Solutions Guide 1

Peak-Credit-Union; Cottage Grove (OR); On-site; USD 26,000 - 29,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401k plan

Paid holidays and vacation

Paid sick leave

Job summary

Peak Credit Union is seeking a Financial Solutions Guide 1 in Oregon who welcomes members, drives consultative sales, and processes daily transactions with accuracy. The role emphasizes relationships, product referrals, and compliant operations across branches.

Eligible candidates will have at least 1 year of customer-facing cash handling experience and may benefit from bilingual skills. Full-time hours, competitive benefits, and a pay range aligned with local markets are offered.

Qualifications

• Minimum of one year experience interacting with customers and handling cash.
• Experience in a branch environment and familiarity with financial products is a plus.

Responsibilities

• Greet and assist members, manage branch flow to minimize wait times and enhance service quality.
• Promote and refer credit union products to meet member needs and achieve referral targets.
• Process deposits, withdrawals, transfers, and loan payments with accuracy and detailed records.
• Resolve inquiries with empathy and follow up to ensure complete resolution.
• Make outbound calls to support outreach and relationship-building goals.
• Perform specialized transactions and ensure compliance with policies.
• Balance cash drawer and assist with vault operations as needed.
• Document member interactions and sales insights for follow-up.
• Demonstrate professionalism, learn new systems, and develop sales skills.
• Support branch operations and staffing across locations as needed.
• Carry out other duties to support sales and growth objectives.

Skills

Customer service

Sales

Communication

Cash handling

Bilingual

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 of Investing in People and Championing Success by delivering exceptional member experiences with authenticity, care, and precision. Guided by our values of Authenticity, Boldness, Collaboration, Dignity, and Empathy, this role builds the foundation of lasting member relationships, helping individuals access the financial tools, resources, and confidence needed to achieve their goals. Through accurate transactions, meaningful interactions, and steadfast support, the Financial Solutions Guide 1 advances Peak’s vision of creating communities where everyone feels financially secure and ensures our purpose of providing everyone with access to financial empowerment and independence.

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 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:

Welcomes and engages members by greeting all visitors warmly, managing branch traffic with a sense of urgency to ensure minimal wait times and a positive member experience, while remaining attentive to relationship-building cues that support consultative sales conversations.

Promotes credit union products and services by proactively identifying, referring, and originating credit union products and services to meet member needs, strengthening financial relationships, demonstrating sales acumen through effective discovery, confident product positioning, and closing skills, consistently meeting or exceeding assigned referral sales targets.

Processes member transactions, accurately receives, processes, and posts deposits, withdrawals, transfers, and loan payments while maintaining complete and accurate transaction records, leveraging each interaction as an opportunity to uncover needs and introduce value-aligned solutions.

Resolves member inquiries and concerns, responds to member requests, concerns, and complaints with professionalism and empathy, ensuring warm hand-offs and timely follow-up for full resolution, while recognizing when service moments can transition into sales opportunities that support the member’s financial well-being.

Makes outbound calls to members/customers to support outreach initiatives, relationship building, and organizational goals.

Performs specialized financial functions, completes wire transfers and other complex transactions while ensuring compliance with established policies and procedures, and identifies opportunities where specialized products or services may benefit the member.

Balances cash drawer and daily transactions; assists with vault balancing, dispenser maintenance, certifications, key assignments, and cash orders under management oversight.

Records detailed notes on member interactions, complex situations, and transactions to ensure clear communication and consistent service delivery, capturing relevant sales insights to support follow-up and relationship growth

Demonstrates professionalism and continuous Learning by taking initiative to learn new systems, processes, and policies; completing required training; and maintaining a professional image while contributing positively to the team environment, including ongoing development of sales skills, product knowledge, and consultative techniques.

Supports branch and organizational operations and provides staffing support as needed across locations and departments, and performs other duties as assigned to ensure operational excellence and continuity of service, while helping the branch achieve overall sales and growth objectives.

All other duties as assigned.

When You'll Be Working:

Monday- Friday: 9:00am - 5:30pm and rotating Saturdays: 9:30am - 1:30pm (coverage at Gateway branch). Full time, 38 hours per week.

Qualifications:

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

Bonus Points If You Have:

• Demonstrated skills including, bilingual skills, consultative sales skills to uncover member needs, make tailored recommendations, and build lasting financial relationships.

What You’ll Bring:

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

Open to feedback and respond with professionalism and dignity, delivering information to members and co-workers.

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.

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 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 Aff… 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 [e-mail].

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 [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.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Peak Credit Union ’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.