Financial Solutions Guide 1 (Teller)

Peak Credit Union; Roseburg (OR); On-site; USD 23,419 - 35,128; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401(k) plan

8 hours vacation and sick leave monthly

Paid holidays and self-care time

Job summary

Peak Credit Union is seeking a Financial Solutions Guide 1 in Roseburg, Oregon. This role involves promoting financial products, processing member transactions, and enhancing member relationships through outstanding service.

Candidates should have customer service experience and embody the values of authenticity and empathy. Full-time hours from Monday to Friday, with benefits including medical and paid holidays.

Qualifications

• Minimum of one year of experience interacting with customers and handling cash.

Responsibilities

• Greet and engage members warmly for a positive experience.
• Promote credit union products through consultative sales.
• Process member transactions accurately.
• Resolve inquiries and maintain professionalism.
• Make outbound calls to support outreach.
• Perform specialized financial functions compliant with policies.
• Balance cash drawer and maintain accurate records.
• Demonstrate continuous learning and initiative.
• Support branch operations and sales goals.

Skills

Bilingual skills

Consultative sales skills

Customer service experience

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!

Applicants are encouraged to apply by July 3, 2026, at 5:00 PM PST.

Where You Will Work

Roseburg Kline Branch: 2335 NW Kline St, Roseburg, OR 97471 (Branches). Travel is required for this position.

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 a 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. 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.

Schedule

Monday‑Friday: 8:45 am – 5:45 pm and rotating Saturdays: 9:15 am – 1:45 pm. Full‑time 40 hours a 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.

Benefits

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 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 401(k) 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 401(k) start the first of the month following date of hire. Employees become eligible to contribute to 401(k) 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.

Peak Credit Union is an affirmative 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.