Financial Solutions Guide 1

Peak Credit Union • Roseburg, OR

7d • Onsite

About The Position

Peak Credit Union is hiring a Financial Solutions Guide 1 to deliver exceptional member experiences and build lasting financial relationships. The role supports the credit union’s mission of investing in people and championing success by helping members access financial tools, resources, and confidence to achieve their goals. Employees are expected to work in accordance with the organization’s values of Authenticity, Boldness, Collaboration, Dignity, and Empathy.

This branch-based position handles member transactions and inquiries, identifies members’ financial needs, and introduces relevant credit union products and services. It also involves specialized financial transactions, cash-drawer and branch-operation support, outbound member outreach, detailed interaction notes, and ongoing learning and training. The position is based at 4900 Grange Rd, Roseburg, OR 97471. The stated schedule is Monday through Friday, 9:00 a.m. to 5:30 p.m., and rotating Saturdays, 9:30 a.m. to 1:30 p.m.

The target hourly pay range is $18.70–$21.25, with a full range of $17.00–$25.50. A $2.00-per-hour bilingual differential may be available, subject to verification of strong command of financial terminology in the additional language. Performance-based compensation incentives are also available, with targets varying by role. Candidates residing in Oregon and Washington are being considered.

The position is eligible for Full-Time Regular benefits. Benefits include medical, dental, vision, and life insurance; employee-only medical, dental, and vision coverage may be paid 100% by the company. Other offerings include health care and dependent care FSAs, an HSA with employer contributions, life and AD&D insurance, a 401(k) plan, accrued vacation and sick leave, 11 paid holidays, one floating holiday, 16 hours of self-care time, and 16 hours of volunteer time. Benefits other than the 401(k) begin on the first of the month following the hire date; 401(k) contribution eligibility begins on the first of the month following 60 days of employment.

Requirements

• At least one year of experience interacting with customers and handling cash, or an equivalent combination of work experience.
• Ability to perform in an environment with frequent changes and competing demands.
• Openness to feedback and ability to respond professionally and with dignity when communicating with members and coworkers.
• Ability to continuously learn and maintain knowledge of credit union systems, processes, and compliance requirements.
• Ability to problem-solve and make decisions appropriate to the role and experience.
• Ability to promote a positive, collaborative work environment and role-model the organization’s core values.
• Ability to maintain confidentiality with minimal supervision.

Nice To Haves

• Bilingual skills.
• Consultative sales skills to uncover member needs, make tailored recommendations, and build lasting financial relationships.

Responsibilities

• Welcome and engage members, manage branch traffic, minimize wait times, and identify cues for relationship-building and consultative sales conversations.
• Promote, refer, and originate credit union products and services based on member needs, using discovery, product positioning, and closing skills to meet or exceed assigned referral sales targets.
• Accurately receive, process, and post deposits, withdrawals, transfers, and loan payments, maintaining complete transaction records and identifying opportunities to introduce relevant solutions.
• Respond to member requests, concerns, and complaints with professionalism and empathy; provide warm hand-offs and timely follow-up to resolve issues.
• Make outbound calls to members and customers to support outreach, relationship building, and organizational goals.
• Complete wire transfers and other complex transactions in compliance with policies and procedures, and identify potentially beneficial specialized products or services.
• Balance cash drawers and daily transactions; assist with vault balancing, dispenser maintenance, certifications, key assignments, and cash orders under management oversight.
• Record detailed notes about member interactions, complex situations, and transactions, including relevant sales insights to support follow-up and relationship growth.
• Learn systems, processes, and policies; complete required training; and develop product knowledge, sales skills, and consultative techniques while contributing positively to the team.
• Support branch and organizational operations, provide staffing support across locations and departments as needed, and perform other assigned duties to support service continuity and branch sales and growth objectives.

Benefits

• Medical, dental, vision, and life insurance coverage; employee-only medical, dental, and vision coverage may be paid 100% by the company.
• Health Care FSA (HCFSA).
• Health Savings Account (HSA) with employer contributions.
• Dependent Care FSA (DCFSA).
• Life and AD&D insurance.
• 401(k) plan.
• Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave monthly.
• 11 paid holidays and one floating holiday per calendar year.
• 16 hours of self-care time.
• 16 hours of volunteer time.
• Performance-based compensation incentives; targets vary by role.
• $2.00-per-hour bilingual differential for eligible employees, subject to verification of financial-language proficiency.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed