Member-Focused Financial Solutions Advisor

peakcreditunion; Olympia (WA); On-site; USD 26,000 - 39,000; Full time

Benefits offered by this job

Bilingual skills preferred

FiCEP, Financial Counseling Cert.

Job summary

Peak Credit Union in Olympia, WA is seeking a Financial Solutions Guide 2 to deliver exceptional member service, deepen relationships, and present tailored financial solutions across Peak's products. The role emphasizes consultative selling, accurate transactions, and proactive problem solving to empower members toward financial goals.

The position is full‑time, Monday–Friday with rotating Saturdays, based at 1020 5th Avenue Southeast, Olympia.

Qualifications

• Minimum two (2) years of experience in retail banking, customer service, or financial services.

Responsibilities

• Engages members warmly and professionally, creating an environment that supports meaningful conversations and proactive discovery of financial needs.
• Develops and deepens member relationships by confidently uncovering needs, presenting tailored solutions, and originating or referring products across Peak offerings.
• Provides expert support in designated areas such as consumer lending, account portfolio growth, or business development, leveraging sales acumen and product expertise.

Skills

Customer service

Sales

Financial guidance

Cash handling

Tools

CRM software

Job description

Peak Credit Union in Olympia, WA is seeking a Financial Solutions Guide 2 to deliver exceptional member service, deepen relationships, and present tailored financial solutions across Peak's products. The role emphasizes consultative selling, accurate transactions, and proactive problem solving to empower members toward financial goals.

The position is full‑time, Monday–Friday with rotating Saturdays, based at 1020 5th Avenue Southeast, Olympia.