Financial Solutions Guide 1 - part time

Wwshemi; Aberdeen (WA); On-site; USD 26,000 - 29,000; Part time

Benefits offered by this job

Part-Time Regular benefits

Medical, dental, vision and life保险

Health Care FSA/HSA

401k

Paid holidays

Vacation and sick leave

Job summary

Peak Credit Union in Aberdeen, WA is seeking a Part-Time Financial Solutions Guide I to deliver exceptional member service and drive sales with accuracy and care. You will handle transactions, promote products, and support colleagues to ensure a seamless member experience in a busy branch environment.

The role emphasizes relationship-building, accuracy, and a consultative approach to meet financial goals while maintaining a welcoming, professional presence for every member interaction.

Qualifications

• Minimum of one year of experience interacting with customers and handling cash.
• Bonus points if you’re bilingual and can assist members in a second language.

Responsibilities

• Welcomes and assists members to provide a positive experience and reduce wait times.
• Proactively promote credit union products to meet member needs and help achieve referral targets.
• Process deposits, withdrawals, transfers, and loan payments with accuracy and care.
• Resolve member inquiries professionally, following up to ensure complete resolution.
• Make outbound calls to support outreach and relationship growth.
• Balance cash drawer and assist with vault and cash ordering under supervision.

Skills

Customer interaction

Cash handling

Job description

This listing's locations Aberdeen, WA

Employment Part-time

Compensation 18.7–21.25 per hour

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.

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 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: 8:45am - 5:45pm and rotating Saturdays: 9:15am - 1:45pm. Part time, 31 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 Part-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.

When you apply to a job on this site, the personal data contained in your application will be collected by Peak Credit Union. Your personal data will be processed for the purposes of managing the Credit Union’s recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under state and federal law. Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by the Credit Union to help manage its recruitment and hiring process. Your personal data will be retained by the Credit Union as long as the Credit Union determines it is necessary to evaluate your application for employment and as required under applicable state and federal law. Greenhouse is under contractual obligation to keep such information confidential, and the Credit Union’s privacy practices comply with all applicable state and federal laws.