Financial Solutions Guide ; Teller​/Loan Officer

Financial Solutions Guide 2 (Teller/Loan Officer)

We are looking for candidates in Oregon and Washington to join our team. This role focuses on delivering personalized financial solutions and exceptional service to our members.

Where you will work: Vancouver Mall Branch: 8405 Vancouver Mall Drive, Vancouver, WA 98662. Travel is required.

Pay range: Target hourly pay $20.56 – $23.37. Full hourly range $18.70 – $28.04. Additional $2.00 per hour bilingual differential for qualified employees.

Compensation: Decisions based on job‑related skills, experience, and education or training. Performance incentives are available and vary by role.

This position embodies Peak Credit Union’s mission by delivering exceptional service, building trusted relationships, and providing personalized financial solutions. Through consultative guidance and accurate transaction processing, you will strengthen our vision of creating financially secure, empowered communities.

• Engage members warmly and professionally, facilitating meaningful conversations and proactive discovery of financial needs.
• Develop and deepen member relationships by uncovering needs, presenting tailored solutions, and originating or referring products across Peak’s full suite of offerings.
• Consistently meet or exceed assigned sales and production goals, demonstrating strong consultative selling, follow‑through, and closing skills.
• Provide advanced financial guidance and empathetic problem‑solving, ensuring every interaction improves members’ financial confidence.
• Ensure precise execution of cash handling, vault operations, and transaction processing.
• Execute complex account openings, loan applications, underwriting support, and account maintenance with accuracy, positioning complementary products aligned with member goals.
• Maintain accurate notes on all interactions to support continuity of care and sales tracking.
• Partner with branch leadership to support escalations, coaching, cross‑training, and sales initiatives.
• Demonstrate professionalism through ongoing skill development, training participation, and community engagement.
• All other duties as assigned.

Monday‑Friday: 8:45 am – 5:45 pm. Rotating Saturdays: 9:15 am – 1:45 pm. Full‑time, 40 hours per week.

• Minimum two (2) 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 with the ability to engage members and build trust.
• Continuous learning and knowledge of credit union systems, processes, and compliance requirements.
• Problem‑solving and decision‑making skills relevant to the role.
• Ability to promote a positive, collaborative work environment.
• Ability to role‑model our core values.
• Maintain confidentiality with minimal supervision.

• Full‑time regular benefits available for employees and eligible family members, including medical, dental, vision, and life insurance coverage.
• Medical, dental, and vision insurance paid 100% by the company for employee‑only coverage.
• Health Care FSA, Health Savings Account, and Dependent Care FSA with employer contributions.
• Life and AD&D insurance.
• 401(k) plan enrollment.
• Accrued 8 hours of vacation and 8 hours of sick leave per month.
• 11 paid holidays, 1 floating holiday, 16 hours of self‑care time, and 16 hours of volunteer time.

Peak Credit Union is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability. We are a participant in E‑Verify and comply with all relevant right‑to‑work requirements.