Financial Solutions Guide 1

Peak Credit Union • Eugene, OR

11d • Onsite

About The Position

The Financial Solutions Guide 1 represents Peak Credit Union’s mission of Investing in People and Championing Success by providing authentic, caring, and precise member experiences. The position builds member relationships and helps people access financial tools and resources to support their goals and financial well-being. It is based at the Eugene, Oregon branch, and the posting considers applicants residing in Oregon and Washington.

The role welcomes members, manages branch traffic, completes financial transactions, addresses inquiries and concerns, makes outbound calls, and identifies opportunities to recommend and originate products and services. It also performs specialized transactions, supports cash and branch operations, records member interactions, and contributes to branch staffing and organizational needs. The position is part-time at 28 hours per week. The posting lists a target hourly pay range of $18.70–$21.25 and a full hourly pay range of $17.00–$25.50. A $2.00-per-hour bilingual differential may be available subject to verification of financial-language proficiency; performance-based incentives are also available.

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 relevant to the role and experience.
• Ability to promote a positive, collaborative work environment and 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 recognize opportunities for consultative sales conversations.
• Identify, refer, and originate credit union products and services based on member needs, and meet or exceed assigned referral sales targets.
• Accurately process and record deposits, withdrawals, transfers, and loan payments, using interactions to identify member needs and introduce suitable solutions.
• Respond to member requests, concerns, and complaints with professionalism and empathy; provide warm hand-offs and timely follow-up through resolution.
• Make outbound calls to members or customers for outreach, relationship building, and organizational goals.
• Complete wire transfers and other complex transactions in compliance with established policies and procedures.
• 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, transactions, and sales insights to support communication and follow-up.
• Learn new systems, processes, and policies; complete required training; maintain a professional image; and develop sales skills, product knowledge, and consultative techniques.
• Support branch and organizational operations, provide staffing support across locations and departments as needed, and perform other assigned duties.

Benefits

• Medical, dental, vision, and life insurance coverage, including an option for employee-only medical, dental, and vision coverage paid 100% by the company.
• Health Care FSA, Health Savings Account with employer contributions, and Dependent Care FSA.
• Life and AD&D insurance.
• 401(k) plan.
• Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave monthly.
• Full-Time Regular employees receive 11 paid holidays, one floating holiday, 16 hours of self-care time, and 16 hours of volunteer time.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed