Financial Solutions Guide 1 ( Teller ) fulltime

peakcreditunion; Aberdeen (WA); On-site; USD 26,000 - 29,000; Full time

Benefits offered by this job

Bilingual language differential

Job summary

Peak Credit Union in Aberdeen, WA is hiring a Financial Solutions Guide 1 who will greet members, manage branch traffic, and deliver exceptional service with accuracy and care.

You will promote credit union products, process deposits and loan payments, handle inquiries with empathy, and engage in outreach calls to support growth.

This full-time role offers a base pay in the stated range, plus a bilingual differential and incentive opportunities; located at 416 E Market Street.

Qualifications

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

Responsibilities

• Greet and assist members to create a positive, efficient branch experience.
• Promote and refer credit union products to meet member needs.
• Process deposits, withdrawals, transfers and loan payments accurately.
• Resolve inquiries and concerns with professionalism and empathy.
• Conduct outbound calls to support outreach and relationship building.
• Balance cash drawer and assist with vault tasks under supervision.
• Record detailed notes of member interactions to support follow-up.
• Participate in ongoing training and branch operations.
• Support staffing needs across locations as required.

Skills

Customer interaction

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 and 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.

Where You Will Work:

416 E Market Street, Aberdeen, Washington 98520

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. Full time, 40 hours per week.

Qualifications:

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