Financial Solutions Guide 2: Personal Banking Advisor

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

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