Financial Solutions Guide

Location

We are currently hiring candidates residing in Oregon and Washington. Travel is required for this position.

Vancouver Mall Branch: 8405 Vancouver Mall Drive, Vancouver WA 98662.

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 a strong grasp of financial terms using 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.

This position embodies Peak Credit Union’s mission and values by delivering exceptional service, building trusted relationships, and providing personalized financial solutions that empower members to achieve their goals. Through consultative guidance, accurate transactions, and thoughtful problem resolution, this role strengthens Peak’s vision to create financially secure, empowered communities. Rooted in authenticity, boldness, collaboration, dignity, and empathy, the Financial Solutions Guide 2 advances Peak’s purpose of expanding access to financial empowerment and independence, ensuring operational excellence and consistent service across the branch network.

• Engages members warmly and professionally, creating an environment that supports meaningful 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 each interaction results in improved financial confidence and expanded relationship opportunities, not only resolving concerns but actively identifying ways to add value and grow the member relationship.
• Ensures precise execution of cash handling, vault operations, and transaction processing.
• Executes complex account openings, loan applications, underwriting support, and account maintenance with accuracy and care, while positioning complementary products that align with 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 guided toward responsible financial decisions.
• Provides expert support in designated areas such as consumer lending, account portfolio growth, or business development, leveraging sales acumen and product expertise to advance branch 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, continuously building sales capability and product mastery to support personal and branch success.
• All other duties as assigned.

Monday‑Friday: 8:45 am – 5:45 pm and rotating Saturdays: 9:15 am – 1:45 pm. Full‑time 40 hours a week.

• Minimum two (2) years of experience in retail banking, customer service, or financial services.

• Bilingual skills preferred.
• FiCEP, Financial…