Part-Time Financial Solutions Guide 1

Peak Credit Union; Eugene (OR); On-site; USD 23,000 - 35,000; Part time

Benefits offered by this job

Bilingual differential

Job summary

Peak Credit Union in Oregon is seeking a part-time Financial Solutions Guide to serve members in the Eugene area (and Albany) with professionalism and empathy. You will assist with transactions, promote credit union products, and build relationships through consultative conversations.

The role requires at least one year of customer service and cash handling experience, with opportunities for incentives and development.

Qualifications

• Minimum of one (1) year of experience interacting with customers and handling cash, or an equivalent combination of work experience.
• Bonus points for bilingual consultative sales skills and building lasting financial relationships.

Responsibilities

• Welcomes and engages members, managing branch traffic to ensure minimal wait times and a positive experience.
• Promotes credit union products and services to meet member needs with consultative sales and effective product positioning.
• Processes member transactions including deposits, withdrawals, transfers, and loan payments with accurate records.
• Resolves inquiries and concerns with professionalism and empathy, turning service moments into sales opportunities.
• Makes outbound calls to members to support outreach and relationship-building.
• Performs specialized financial functions and wire transfers while ensuring policy compliance.
• Balances cash drawer and assists with vault operations and cash orders under supervision.
• Records notes on member interactions and transactions to support follow-up and relationship growth.
• Demonstrates ongoing learning of systems, processes, and compliance requirements.
• Supports branch operations and staffing across locations to meet sales and growth objectives.
• All other duties as assigned.

Skills

Customer service

Cash handling

Sales

Bilingual (bonus)

Job description

To maintain a strong connection with our members and local communities and better understand their unique needs , we are currently considering applications from candidates residing in Oregon and Washington for all open positions. We appreciate your understanding as we focus our hiring efforts in these specific regions. And, we encourage all qualified candidates from these states to apply, as we look forward to learning more about your unique skills and experience !

Where You Will Work :

Work schedule is Wednesday - Saturday.

Pay Range: The target hourly pay range for this position is $18.70 - $21.25. The full hourly pay range is $17.00 - $25.50.

• We provide an additional $2.00 per hour bilingual differential for those employees who can support our members' financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset.
• Compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer of employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.

Job Overview:

This position embodies Peak Credit Union’s mission of Investing in People and Championing Success by delivering exceptional member experiences with authenticity, care, and precision. Guided by our values of Authenticity, Boldness, Collaboration, Dignity, and Empathy, this role builds the foundation of lasting member relationships, helping individuals access the financial tools, resources, and confidence needed to achieve their goals. Through accurate transactions, meaningful interactions, and steadfast support, the Financial Solutions Guide 1 advances Peak’s vision of creating communities where everyone feels financially secure and ensures our purpose of providing everyone with access to financial empowerment and independence.

What You’ll Do:

Welcomes and engages members by greeting all visitors warmly, managing branch traffic with a sense of urgency to ensure minimal wait times and a positive member experience, while remaining attentive to relationship‑building cues that support consultative sales conversations.

Promotes credit union products and services by proactively identifying, referring, and originating credit union products and services to meet member needs, strengthening financial relationships, demonstrating sales acumen through effective discovery, confident product positioning, and closing skills, consistently meeting or exceeding assigned referral sales targets.

Processes member transactions, accurately receives, processes, and posts deposits, withdrawals, transfers, and loan payments while maintaining complete and accurate transaction records, leveraging each interaction as an opportunity to uncover needs and introduce value‑aligned solutions.

Resolves member inquiries and concerns, responds to member requests, concerns, and complaints with professionalism and empathy, ensuring warm hand‑offs and timely follow‑up for full resolution, while recognizing when service moments can transition into sales opportunities that support the member’s financial well‑being.

Makes outbound calls to members/customers to support outreach initiatives, relationship building, and organizational goals.

Performs specialized financial functions, completes wire transfers and other complex transactions while ensuring compliance with established policies and procedures, and identifies opportunities where specialized products or services may benefit the member.

Balances cash drawer and daily transactions; assists with vault balancing, dispenser maintenance, certifications, key assignments, and cash orders under management oversight.

Records detailed notes on member interactions, complex situations, and transactions to ensure clear communication and consistent service delivery, capturing relevant sales insights to support follow‑up and relationship growth

Demonstrates professionalism and continuous Learning by taking initiative to learn new systems, processes, and policies; completing required training; and maintaining a professional image while contributing positively to the team environment, including ongoing development of sales skills, product knowledge, and consultative techniques.

Supports branch and organizational operations and provides staffing support as needed across locations and departments, and performs other duties as assigned to ensure operational excellence and continuity of service, while helping the branch achieve overall sales and growth objectives.

All other duties as assigned.

When You'll Be Working: Monday- Friday: 9:00am - 5:30pm and rotating Saturdays: 9:30am - 1:30pm in Eugene area or Albany. Part‑Time 28 hours per week.

Qualifications:

• Minimum of one (1) year of experience interacting with customers and handling cash, or an equivalent combination of work experience.

Bonus Points If You Have:

• Demonstrated skills including, bilingual skills, consultative sales skills to uncover member needs, make tailored recommendations, and build lasting financial relationships.

What You’ll Bring:

Ability to perform in an environment with frequent changes and competing demands.

Open to feedback and respond with professionalism and dignity, delivering information to members and co-workers.

Ability to continuously learn and maintain knowledge of credit union systems, processes, and compliance requirements.

Ability to problem solve and make decisions relevant to the role and experience.

Ability to embrace and promote a positive, collaborative work environment.

Ability to role model our core values.

Maintain confidentiality with minimal supervision.

#ZR

Peak Credit Union participates in E-Verify. We use E-Verify to confirm the identity and employment eligibility of all persons hired to work in the United States.

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Peak Credit Union is an Affir… All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters If you’d like to view a copy of the company’s affirmative action plan or policy statement, please email [e-mail].

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