Financial Solutions Guide 2

Peak Credit Union • Aberdeen, WA

7h • $19 - $28 • Onsite

About The Position

The Financial Solutions Guide 2 represents Peak Credit Union’s mission and values by delivering exceptional service, building trusted member relationships, and providing personalized financial solutions. The role uses consultative guidance, accurate transactions, and thoughtful problem resolution to help members achieve financial confidence and strengthen relationships across the branch network.

Based at the Aberdeen, Washington branch, this position supports members through financial guidance, account and loan services, product recommendations, cash handling, and relationship follow-up. It also contributes to branch performance through expertise in designated areas, support for sales initiatives and team development, ongoing training, and community engagement.

This is a full-time, 40-hour-per-week position. The regular 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 $20.56–$23.37, with a full range of $18.70–$28.04. A $2.00-per-hour bilingual differential may be available to employees whose second-language financial terminology skills are verified. Performance-based incentives are also available.

The position is eligible for Full-Time Regular benefits, including medical, dental, vision, and life insurance; FSA and HSA options, with employer HSA contributions; Life and AD&D insurance; a 401(k) plan; accrued vacation and sick leave; paid holidays; floating holiday; self-care time; and volunteer time. The posting says medical, dental, and vision coverage for employee-only coverage may be paid at 100% by the company.

Requirements

• At least two years of experience in retail banking, customer service, or financial services.
• Ability to perform in an environment with frequent changes and competing demands.
• Strong communication skills and the ability to engage members and build trust.
• 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 support 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 are preferred; a verified strong grasp of financial terms in a second language may qualify for an additional $2.00 per hour.
• FICEP or Financial Counseling Certification.

Responsibilities

• Engage members warmly and professionally, creating an environment for meaningful conversations and discovery of financial needs.
• Develop member relationships by uncovering needs, presenting tailored solutions, and originating or referring products across Peak’s offerings, including consumer loans, specialty accounts, protection products, and digital tools.
• Meet or exceed assigned sales and production goals through consultative selling, follow-through, and closing skills.
• Provide advanced financial guidance and empathetic problem-solving, resolving concerns while identifying opportunities to add value and grow member relationships.
• Execute cash handling, vault operations, and transaction processing accurately.
• Handle complex account openings, loan applications, underwriting support, and account maintenance accurately, and position complementary products suited to member goals.
• Build long-term relationships through follow-up, outreach, and relationship management.
• Provide expert support in designated areas such as consumer lending, account portfolio growth, or business development.
• Maintain accurate notes on member interactions, applications, and follow-ups to support continuity, sales tracking, and relationship-building across channels.
• Partner with branch leadership on escalations, team coaching, cross-training, and branch-wide sales initiatives.
• Participate in training, promotional initiatives, and community events, and continue developing sales capability and product knowledge.
• Perform other duties as assigned.

Benefits

• Medical, dental, vision, and life insurance coverage.
• Option for employee-only medical, dental, and vision insurance coverage paid at 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.

What This Job Offers

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