Financial Solutions Guide 1

Peak Credit Union • Eugene, OR

11d • $17 - $26 • Onsite

About The Position

The Financial Solutions Guide 1 represents Peak Credit Union’s mission of Investing in People and Championing Success by providing members with authentic, caring, precise service. The role builds member relationships and helps people access financial tools and resources to support their goals and financial well-being, reflecting the organization’s values of Authenticity, Boldness, Collaboration, Dignity, and Empathy.

Based at the Eugene, Oregon branch, the position welcomes members, processes transactions, addresses inquiries, supports consultative sales and referrals, and performs specialized financial functions. It also contributes to branch operations, accurate records, cash balancing, and a positive team environment. The posting lists Wednesday–Saturday as the work schedule, but also lists Monday–Friday, 9:00 a.m.–5:30 p.m., and rotating Saturdays, 9:30 a.m.–1:30 p.m., for the Eugene area or Albany. The role is described as part-time at 28 hours per week.

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 financial-language proficiency. Performance-based compensation incentives may also be available. The position is eligible for benefits described as Full-Time Regular benefits.

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.
• Ability to accept feedback and communicate information to members and coworkers professionally and with dignity.
• 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 for uncovering member needs, making tailored recommendations, and building lasting financial relationships.

Responsibilities

• Welcome and engage members, manage branch traffic to minimize wait times, and identify opportunities to build relationships and support consultative sales conversations.
• Promote, identify, refer, and originate credit union products and services based on member needs, with the goal of meeting or exceeding assigned referral sales targets.
• Accurately process and record deposits, withdrawals, transfers, and loan payments, using interactions to identify member needs and introduce appropriate 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 support member outreach, relationship building, and organizational goals.
• Complete wire transfers and other complex transactions in accordance 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, and transactions, including relevant sales insights for 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.
• Help the branch achieve operational, sales, and growth objectives.

Benefits

• Medical, dental, vision, and life insurance coverage for employees and eligible family members.
• Option for employee-only medical, dental, and vision insurance coverage to be paid at 100% by the company.
• Health Care Flexible Spending Account (HCFSA).
• Health Savings Account (HSA) with employer contributions.
• Dependent Care Flexible Spending Account (DCFSA).
• Life and AD&D insurance.
• 401(k) plan.
• Accrual of 8 hours of vacation and 8 hours of sick leave monthly for Full-Time Regular employees.
• 11 paid holidays, one floating holiday, 16 hours of self-care time, and 16 hours of volunteer time for Full-Time Regular employees.

What This Job Offers

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