Financial Solutions Guide 1

peakcreditunion; Portland (OR); On-site; USD 23,000 - 34,000; Full time

Benefits offered by this job

Bilingual differential

Job summary

Peak Credit Union in Oregon is seeking a Financial Solutions Guide 1 at the Gateway Branch to deliver exceptional member experiences and support financial empowerment.

You will welcome members, promote credit union products, process deposits and transfers, resolve inquiries, and make outbound calls to deepen relationships. The role rewards performance with incentives and requires a focus on accuracy, empathy, and consultative sales.

Qualifications

• Experience in financial services or retail banking is preferred.
• Strong communication and interpersonal skills for member conversations.
• Ability to handle cash transactions with accuracy and care.

Responsibilities

• Greet and assist members to ensure a welcoming, efficient visit.
• Identify member financial needs and refer appropriate products.
• Process deposits, withdrawals, transfers, and loan payments accurately.
• Resolve inquiries with professionalism and follow up for satisfaction.

Skills

Customer service

Sales experience

Cash handling

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.

Where You Will Work : Gateway Branch, 3660 Gateway St Ste A, Springfield, OR 97477. ( Branches )

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 qualifications. In 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 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.

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.