Financial Solutions Guide II — Trusted Member Advisor

Peak Credit Union; Roseburg (OR); On-site; USD 26,000 - 39,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

AD&D

401k

Vacation time

Sick leave

Holidays

Volunteer time

Job summary

Peak Credit Union in Roseburg, OR, is hiring a Financial Solutions Guide to serve members with personalized financial solutions and trusted guidance. You will work in a customer-focused environment, processing transactions and building long-term relationships across Peak’s product suite.

The role emphasizes consultative selling, accurate cash handling, and teamwork with branch leadership to deliver consistent service and community impact.

Qualifications

• 2+ years of experience in retail banking, customer service, or financial services.
• Strong communication skills with the ability to engage members and build trust.
• Ability to learn and maintain knowledge of credit union systems, processes, and compliance requirements.

Responsibilities

• Engages members warmly and professionally to uncover financial needs.
• Develops member relationships by presenting tailored solutions across Peak offerings and meeting sales goals.
• Provides advanced financial guidance and problem-solving to improve financial confidence and grow relationships.
• Executes cash handling, vault operations, and transaction processing.
• Manages complex account openings, loan applications, and underwriting support with accuracy.
• Maintains notes on interactions to ensure continuity of care and track sales.

Skills

Retail banking

Customer service

Sales

Financial transactions

Job description

Peak Credit Union in Roseburg, OR, is hiring a Financial Solutions Guide to serve members with personalized financial solutions and trusted guidance. You will work in a customer-focused environment, processing transactions and building long-term relationships across Peak’s product suite.

The role emphasizes consultative selling, accurate cash handling, and teamwork with branch leadership to deliver consistent service and community impact.