Financial Solutions Guide I – Member Advisor (Bilingual)

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

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.