Financial Solutions Guide 1

Peak Credit Union; Portland (OR); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Medical, dental, vision and life ins.

Health Savings Account (HSA)

401k with company contributions

Paid holidays

Vacation and sick leave

Volunteer time

Job summary

Peak Credit Union in Portland, OR, invites applicants who reside in Oregon or Washington to apply for the Financial Solutions Guide 1 role. The position emphasizes excellent member experiences, relationship-building, and accurate financial transactions in a branch setting.

The role offers a competitive pay range with bilingual differential opportunities, plus comprehensive benefits and continuous learning. Candidates should be prepared for full-time hours, with a Monday–Friday schedule and

Qualifications

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

Responsibilities

• Welcomes and engages members by greeting all visitors warmly and managing branch traffic to ensure minimal wait times.
• Promotes credit union products and services by identifying, referring, and originating products to meet member needs with sales-driven conversations.
• Processes member transactions, deposits, withdrawals, transfers, and loan payments with accurate records.
• Resolves member inquiries and concerns with professionalism and empathy, ensuring timely follow-up.
• Makes outbound calls to members to support outreach and relationship-building.
• Balances cash drawer and daily transactions under oversight; supports vault balancing and cash orders.
• Records detailed notes on member interactions to support follow-up and relationship growth.
• Maintains knowledge of systems, processes, and compliance; participates in ongoing training.

Skills

Customer service

Consultative sales

Cash handling

Relationship building

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 !

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 deliveringexceptional member experiences with authenticity, care, and precision. Guided by our values ofAuthenticity, Boldness, Collaboration, Dignity, and Empathy, this role builds the foundation of lastingmember relationships, helping individuals access the financial tools, resources, and confidenceneeded to achieve their goals. Through accurate transactions, meaningful interactions, and steadfastsupport, the Financial Solutions Guide 1 advances Peak's vision of creating communities whereeveryone feels financially secure and ensures our purpose of providing everyone with access tofinancial empowerment and independence.

What You'll Do:

• Welcomes and engages members by greeting all visitors warmly, managing branch traffic witha sense of urgency to ensure minimal wait times and a positive member experience, whileremaining attentive to relationship building cues that support consultative salesconversations.
• Promotes credit union products and services by proactively identifying, referring, andoriginating credit union products and services to meet member needs, strengthening financialrelationships, demonstrating sales acumen through effective discovery, confident productpositioning, and closing skills, consistently meeting or exceeding assigned referral salestargets.
• Processes member transactions, accurately receives, processes, and posts deposits,withdrawals, transfers, and loan payments while maintaining complete and accuratetransaction records, leveraging each interaction as an opportunity to uncover needs andintroduce value-aligned solutions.
• Resolves member inquiries and concerns, responds to member requests, concerns, andcomplaints with professionalism and empathy, ensuring warm hand-offs and timely follow-upfor full resolution, while recognizing when service moments can transition into salesopportunities that support the member’s financial well-being.
• Makes outbound calls to members/customers to support outreach initiatives, relationshipbuilding, and organizational goals.
• Performs specialized financial functions, completes wire transfers and other complextransactions while ensuring compliance with established policies and procedures, andidentifies opportunities where specialized products or services may benefit the member.
• Balances cash drawer and daily transactions; assists with vault balancing, dispensermaintenance, certifications, key assignments, and cash orders under management oversight.
• Records detailed notes on member interactions, complex situations, and transactions toensure clear communication and consistent service delivery, capturing relevant sales insightsto support follow-up and relationship growth.
• Demonstrates professionalism and continuous Learning by taking initiative to learn newsystems, processes, and policies; completing required training; and maintaining a professionalimage while contributing positively to the team environment, including ongoing developmentof sales skills, product knowledge, and consultative techniques.
• Supports branch and organizational operations and provides staffing support as neededacross locations and departments, and performs other duties as assigned to ensureoperational excellence and continuity of service, while helping the branch achieve overallsales and growth objectives.
• All other duties as assigned.

When You'll Be Work ing:

Monday- Friday: 8:45am - 5:45pm and rotating Saturdays: 9:15am - 1:45pm. Full-time 40 Hours a week.

Qualifications:

• Minimum of one (1) year of experience interacting with customers and handling cash, or anequivalent 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 lastingfinancial relationships is preferred.

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 tomembers and co-workers.

Ability to continuously learn and maintain knowledge of credit union systems, processes, andcompliance requirements.

Ability to learn how to timely problem solve and make decisions relevant to the role andexperience.

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 Affimative Action and Equal Opportunity Employer. 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.