Financial Solutions Guide I — Member Finance Advisor

Wwshemi

Roseburg (OR)

On-site

USD 26,000 - 29,000

Full time

3 days ago

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Benefits offered by this job

Medical, Dental, Vision, and Life ins.

Health Care FSA (HCFSA)

Health Savings Account (HSA)

Dependent Care FSA (DCFSA)

401k plan

Job summary

Peak Credit Union in Roseburg, OR is seeking a Financial Solutions Guide I to deliver exceptional member experiences, promote products, and handle teller duties with accuracy. You will assist with transactions, respond to inquiries, and contribute to sales goals in a full-time, on-site role.

This position emphasizes service, compliance, and continuous learning, with benefits included and opportunities to advance within the branch network.

Qualifications

Minimum of one year of experience interacting with customers and handling cash.

Responsibilities

Welcomes and engages members, greeting visitors warmly and managing branch traffic to minimize wait times.
Promotes credit union products and services, identifying needs and closing referrals to meet sales targets.
Processes member transactions including deposits, withdrawals, transfers, and loan payments with accuracy.
Resolves member inquiries and concerns with professionalism and empathy, ensuring follow-up.
Makes outbound calls to support outreach initiatives and relationship building.
Performs specialized financial functions, including wire transfers, per policies and procedures.
Balances cash drawer and assists with vault-related tasks under supervision.
Records detailed notes on interactions and transactions to support follow-up and growth.