Financial Solutions Guide 1

Peak Credit Union • Roseburg, OR

8d • $17 - $26 • Onsite

About The Position

The Financial Solutions Guide 1 represents Peak Credit Union’s mission and values by delivering accurate, caring, and authentic member service and helping members access financial tools and resources. This branch-based role builds member relationships through transactions, inquiries, outreach, referrals, and product recommendations, while supporting the branch’s service and sales goals. The position is based at 4900 Grange Rd, Roseburg, Oregon. The stated schedule is Monday through Friday, 9:00 a.m. to 5:30 p.m., plus rotating Saturdays from 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 is available to employees whose financial-language skills are verified. Performance-based compensation incentives may also be available. Compensation decisions consider relevant job skills, experience, and education or training.

This 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 available at 100% company-paid. Other offerings include health and dependent-care flexible spending accounts, a health savings account with employer contributions, life and AD&D insurance, and a 401(k) plan. Full-Time Regular employees accrue vacation and sick leave monthly and receive paid holidays, a floating holiday, self-care time, and volunteer time.

Peak Credit Union is an affirmative action and equal opportunity employer and participates in E-Verify.

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 receive feedback and 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 contribute to 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, including uncovering member needs, making tailored recommendations, and building lasting financial relationships.

Responsibilities

• Welcome and engage members, manage branch traffic, minimize wait times, and identify opportunities to build relationships and hold consultative sales conversations.
• Promote credit union products and services by identifying member needs, making referrals, originating products and services, and meeting or exceeding assigned referral sales targets.
• Receive, process, and post deposits, withdrawals, transfers, and loan payments, maintaining accurate transaction records.
• Respond to member requests, concerns, and complaints with professionalism and empathy; arrange warm hand-offs and timely follow-up to resolve issues.
• Make outbound calls to support outreach initiatives, relationship building, and organizational goals.
• Complete wire transfers and other specialized or complex transactions in accordance with 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 clear communication and follow-up.
• Learn systems, processes, and policies; complete required training; maintain a professional image; and continue developing 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.
• Option for employee-only medical, dental, and vision insurance 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.
• 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.
• Performance-based compensation incentives may be available.

What This Job Offers

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