Financial Solutions Guide 2

peakcreditunion; Springfield (OR); On-site; USD 26,000 - 39,000; Full time

Benefits offered by this job

Bilingual differential

Performance-based incentives

Job summary

Peak Credit Union seeks a Financial Solutions Guide 2 in Oregon to deliver exceptional service, build trusted member relationships, and provide personalized financial solutions that empower members to reach their goals.

Based at 5000 Main Street, Springfield, OR 97478, the role involves consultative guidance, accurate transactions, and problem resolution across Peak's consumer loans, accounts, and digital tools.

Qualifications

• Minimum two (2) years in retail banking, customer service, or financial services.
• Bilingual skills preferred.
• FiCEP, Financial Counseling Certification.

Responsibilities

• Engages members warmly, creating conversations to identify financial needs.
• Develops relationships by uncovering needs and presenting tailored Peak products.
• Provides financial guidance to improve confidence and grow relationships.
• Ensures accurate cash handling, vault operations, and transaction processing.
• Executes complex account openings and loan applications with care.
• Maintains notes on interactions to support continuity of care and sales tracking.
• Collaborates with branch leadership on escalations and sales initiatives.
• Participates in training and community events to boost sales capability.
• All other duties as assigned.

Skills

Retail banking

Customer service

Sales/upselling

Bilingual ability

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.

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 :

5000 Main Street, Springfield, Oregon 97478

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