Member-Centric Financial Solutions Advisor - Part Time

peakcreditunion; Spanaway (WA); On-site; USD 23,000 - 36,000; Part time

Job summary

Peak Credit Union in Tacoma, WA is seeking a Financial Solutions Guide 1 to deliver exceptional member experiences with authenticity, care, and precision. This role helps members access financial tools, resources, and confidence to reach their goals, guided by our values of Authenticity, Boldness, Collaboration, Dignity and Empathy.

The position supports branch operations, processes transactions, promotes products, and builds lasting relationships through consultative conversations and timely

Qualifications

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

Responsibilities

• Welcomes and engages members with warmth to ensure a positive experience.
• Promotes credit union products and services to meet member needs with consultative sales.
• Processes deposits, withdrawals, transfers and loan payments with accurate records.
• Resolves member inquiries and concerns with professionalism and empathy and follows up for resolution.
• Makes outbound calls to support outreach and relationship building.
• Balances cash drawer and assists with branch operations under supervision.

Skills

Cash handling

Customer service

Sales skills

Branch operations

Job description

Peak Credit Union in Tacoma, WA is seeking a Financial Solutions Guide 1 to deliver exceptional member experiences with authenticity, care, and precision. This role helps members access financial tools, resources, and confidence to reach their goals, guided by our values of Authenticity, Boldness, Collaboration, Dignity and Empathy.

The position supports branch operations, processes transactions, promotes products, and builds lasting relationships through consultative conversations and timely