Financial Solutions Guide 2

To maintain a strong connection with our members and local communities and better understand their unique needs , we are currently considering applications from candidates residing in Oregon and Washington for all open positions. We appreciate your understanding as we focus our hiring efforts in these specific regions. And, we encourage all qualified candidates from these states to apply, as we look forward to learning more about your unique skills and experience !

Where You Will Work :
Tumwater Branch. 5735 Littlerock Road SW, Tumwater, WA 98512

Pay Range:
The target hourly pay range for this position is $20.56 - $23.37. The full hourly pay range is $18.70 - $28.04. We provide an additional $2.00 per hour bilingual differential for those employees who can support our members' financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset. Compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training.

Should an offer of employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.

Job Overview:
This position embodies Peak Credit Union’s mission and values by delivering exceptional service, building trustedrelationships, and providing personalized financial solutions that empower members to achieve their goals. Through consultative guidance, accurate transactions, and thoughtful problem resolution, thisrole strengthens Peak’s vision to create financially secure, empowered communities. Rooted in authenticity, boldness, collaboration, dignity, and empathy, the Financial Solutions Guide2 advances

Peak’s purpose of expanding access to financial empowerment and independence, ensuringoperational excellence and consistent service across the branch network.

Engages members warmly and professionally, creating an environment that supportsmeaningful conversations and proactive discovery of financial needs. Develops and deepens member relationships by confidently uncovering needs, presenting tailored solutions, and originating or referring products across the full suite of Peak offerings, including consumer loans, specialty accounts, protection products, and advanced digital tools.

Consistently meets or exceeds assigned sales and production goals, demonstrating strong consultative selling, follow-through, and closing skills. Provides advanced financial guidance and empathetic problem-solving, ensuring eachinteraction results in improved financial confidence and expanded relationship opportunities,not only resolving concerns but actively identifying ways to add value and grow the memberrelationship. Ensures precise execution of cash handling, vault operations, and transaction processing. Executes complex account openings, loan applications, underwriting support, and accountmaintenance with accuracy and care, while positioning complementary products that alignwith member goals and long-term financial well‑being.

Cultivates long‑term member relationships through repeated follow‑up, outreach, and intentional relationship management, ensuring members feel seen, supported, and guidedtoward responsible financial decisions. Provides expert support in designated areas such as consumer lending, account portfoliogrowth, or business development, leveraging sales acumen and product expertise to advancebranch performance. Maintains accurate notes on all interactions, applications, and follow‑ups to ensure continuity of care, support sales tracking, and enable relationship‑building across multiple channels.

Partners with branch leadership to support escalations, team coaching moments, cross training, and branch‑wide sales initiatives, helping elevate overall sales culture and performance. Demonstrates professionalism through ongoing skill development, active participation in training and promotional initiatives, and engagement in community events, continuouslybuilding sales capability and product mastery to support personal and…