Financial Solutions Guide 2

peakcreditunion; Roseburg (OR); On-site; USD 28,000 - 39,000; Full time

Job summary

Peak Credit Union is seeking a Financial Solutions Guide 2 at our Roseburg, OR branch to serve members with personalized financial solutions and strong relationship-building. You will guide customers through Peak’s suite of offerings, including loans, accounts, and digital tools, while delivering accurate transactions and empathetic service in a community-minded environment.

The role requires at least two years in retail banking or financial services, with emphasis on consultative selling, clear

Qualifications

• Minimum two (2) years of experience in retail banking, customer service, or financial services.
• Experience in sales or consultative selling is a plus.
• Bilingual skills are preferred and may qualify for differential pay.

Responsibilities

• Engages members warmly and professionally, building trust and uncovering financial needs.
• Offers tailored solutions across Peak offerings, including loans, accounts, and digital tools.
• Maintains precise cash handling, transaction processing, and note-taking for continuity of care.
• Partners with branch leadership on escalations, coaching moments, and sales initiatives.
• Keeps notes on interactions and follow-ups to enable relationship building across channels.

Skills

Customer service

Sales skills

Communication skills

Financial guidance

Job description

Intro

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 !

Job Overview

This position embodies Peak Credit Union’s mission and values by delivering exceptional service, building trusted relationships, and providing personalized financial solutions that empower members to achieve their goals. Through consultative guidance, accurate transactions, and thoughtful problem resolution, this role strengthens Peak’s vision to create financially secure, empowered communities. Rooted in authenticity, boldness, collaboration, dignity, and empathy, the Financial Solutions Guide 2 advances Peak’s purpose of expanding access to financial empowerment and independence, ensuring operational excellence and consistent service across the branch network.

Where You Will Work

2335 NW Kline St, Roseburg, Oregon 97471

Pay Range

The target hourly pay range for this position is $20.56 - $23.37. The full hourly pay range is $18.70 - $28.04.

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.

What You’ll Do

• Engages members warmly and professionally, creating an environment that supports meaningful conversations and proactive discovery of financial needs.
• Develops and deepens member relationships by confidently uncovering needs, presenting tailored solutions, and originating or referring products across the full suite of Peak offerings, including consumer loans, specialty accounts, protection products, and advanced digital tools. Consistently meets or exceeds assigned sales and production goals, demonstrating strong consultative selling, follow-through, and closing skills.
• Provides advanced financial guidance and empathetic problem-solving, ensuring each interaction results in improved financial confidence and expanded relationship opportunities, not only resolving concerns but actively identifying ways to add value and grow the member relationship.
• Ensures precise execution of cash handling, vault operations, and transaction processing.
• Executes complex account openings, loan applications, underwriting support, and account maintenance with accuracy and care, while positioning complementary products that align with member goals and long‑term financial well‑being.
• Cultivates long‑term member relationships through repeated follow‑up, outreach, and intentional relationship management, ensuring members feel seen, supported, and guided toward responsible financial decisions.
• Provides expert support in designated areas such as consumer lending, account portfolio growth, or business development, leveraging sales acumen and product expertise to advance branch performance.
• Maintains accurate notes on all interactions, applications, and follow‑ups to ensure continuity of care, support sales tracking, and enable relationship‑building across multiple channels.
• Partners with branch leadership to support escalations, team coaching moments, cross training, and branch‑wide sales initiatives, helping elevate overall sales culture and performance.
• Demonstrates professionalism through ongoing skill development, active participation in training and promotional initiatives, and engagement in community events, continuously building sales capability and product mastery to support personal and branch success.
• 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 a week.

Qualifications

Minimum two (2) years of experience in retail banking, customer service, or financial services.

Bonus Points If You Have

• Bilingual skills preferred.
• FiCEP, Financial Counseling Certification.

What You’ll Bring

• Ability to perform in an environment with frequent changes and competing demands.
• Strong communication skills with the ability to engage members and build trust.
• 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