Financial Solutions Guide 1

Minimum of one (1) year of experience interacting with customers and handling cash, or an equivalent combination of work experience.

Demonstrated skills including, bilingual skills, consultative sales skills to uncover member needs, make tailored recommendations, and build lasting financial relationships.

The target hourly pay range for this position is $17.00 - $21.25. The full hourly pay range is $17.00 - $25.50.

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.

This position is eligible for Full-Time Regular benefits. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage.

Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage.

This position embodies Peak Credit Union’s mission of Investing in People and Championing Success by delivering exceptional member experiences with authenticity, care, and precision.

Guided by our values of Authenticity, Boldness, Collaboration, Dignity, and Empathy, this role builds the foundation of lasting member relationships, helping individuals access the financial tools, resources, and confidence needed to achieve their goals.

Through accurate transactions, meaningful interactions, and steadfast support, the Financial Solutions Guide 1 advances Peak’s vision of creating communities where everyone feels financially secure and ensures our purpose of providing everyone with access to financial empowerment and independence.

Welcomes and engages members by greeting all visitors warmly, managing branch traffic with a sense of urgency to ensure minimal wait times and a positive member experience, while remaining attentive to relationship-building cues that support consultative sales conversations.

Promotes credit union products and services by proactively identifying, referring, and originating credit union products and services to meet member needs, strengthening financial relationships, demonstrating sales acumen through effective discovery, confident product positioning, and closing skills, consistently meeting or exceeding assigned referral sales targets.

Processes member transactions, accurately receives, processes, and posts deposits, withdrawals, transfers, and loan payments while maintaining complete and accurate transaction records, leveraging each interaction as an opportunity to uncover needs and introduce value-aligned solutions.