Financial Solutions Guide 2

<div class="content-intro"><p style="text-align: left;"><span data-teams="true"><span class="ui-provider a b c d e f g h i j k l m n o p q r s t u v w x y z ab ac ae af ag ah ai aj ak"><span data-ogsc="rgb(23, 78, 134)" data-olk-copy-source="MessageBody">To <span data-ogsc="" data-ogsb="white">maintain a strong connection with our members and local communities and better understand their unique needs</span>, 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</span><span data-ogsc="black">!</span></span></span></p></div><p><span style="color: rgb(0, 0, 0);"><strong>Job Overview:</strong></span></p>
<p><span style="color: rgb(0, 0, 0);">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.</span></p>
<p><span style="color: rgb(0, 0, 0);"><span data-teams="true"><strong>Where You Will Work</strong></span>: </span></p>
<p style="margin: 0in;"><a href="https://www.bing.com/ck/a?!&&p=e218981f93f6b907b6e249205a87848e5c0959198e784c9450a0cd9bdcf1b083JmltdHM9MTc5MDU1MzYwMA&ptn=3&ver=2&hsh=4&fclid=333e9066-dce3-617b-20cb-87dfdd5860ec&u=a1L21hcHM_Jm1lcGk9NTZ-fkVtYmVkZGVkfkFkZHJlc3NfTGluayZ0eT0xOCZxPVBlYWslMjBDcmVkaXQlMjBVbmlvbiZzcz15cGlkLllOQkI1NEYwMzUwMDU3OENCNCZwcG9pcz00NS42Nzk1NDYzNTYyMDExN18tMTIyLjY2NjY3MTc1MjkyOTY5X1BlYWslMjBDcmVkaXQlMjBVbmlvbl9ZTkJCNTRGMDM1MDA1NzhDQjR-JmNwPTQ1LjY3OTU0Nn4tMTIyLjY2NjY3MiZ2PTImc1Y9MSZGT1JNPU1QU1JQTA&ntb=1"><span style="font-family: roboto; font-size: 10.5pt;">7912 NE 6th Ave, Vancouver, WA 98665</span></a><span style="font-family: Calibri; font-size: 11.0pt;"> </span><span style="color: rgb(0, 0, 0);"><span data-teams="true">(<a id="menur11h0" class="fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn" href="https://www.peakcu.org/branches" target="_blank">Branches</a>)</span></span></p>
<p><span style="color: rgb(0, 0, 0);"><strong>Pay Range: </strong></span></p>
<p><span style="color: rgb(0, 0, 0);">The target hourly pay range for this position is $20.56 - $23.37. The full hourly pay range is $18.70 - $28.04.</span></p>
<ul>
<li style="color: rgb(0, 0, 0);"><span style="color: rgb(0, 0, 0);">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.</span></li>
<li style="color: rgb(0, 0, 0);"><span style="color: rgb(0, 0, 0);">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.</span></li>
</ul>
<p><span style="color: rgb(0, 0, 0);"><strong>What You’ll Do: </strong></span></p>
<div class="description DropBox clear-both margin-bottom10" data-label="Engages members warmly and professionally, creating an environment that supports meaningful conversations and proactive discovery of financial needs.">
<ul>
<li style="color: rgb(0, 0, 0);"><span style="color: rgb(0, 0, 0);">Engages members warmly and professionally, creating an environment that supports meaningful conversations and proactive discovery of financial needs.</span></li>
<li style="color: rgb(0, 0, 0);"><span style="color: rgb(0, 0, 0);">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.</span></li>
<li style="color: rgb(0, 0, 0);"><span style="color: rgb(0, 0, 0);">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.</span></li>
<li style="color: rgb(0, 0, 0);"><span style="color: rgb(0, 0, 0);">Ensures precise execution of cash handling, vault operations, and transaction processing.</span></li>
<li style="color: rgb(0, 0, 0);"><span style="color: rgb(0, 0, 0);">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.</span></li>
<li style="color: rgb(0, 0, 0);"><span style="color: rgb(0, 0, 0);">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.</span></li>
<li style="color: rgb(0, 0, 0);"><span style="color: rgb(0, 0, 0);">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.</span></li>
<li style="color: rgb(0, 0, 0);"><span style="color: rgb(0, 0, 0);">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.</span></li>
<li style="color: rgb(0, 0, 0);"><span style="color: rgb(0, 0, 0);">Partners with branch leadership to support escalations, team coaching moments, cross training, and branch-wide sales initiatives, helping elevate overall sales culture and performance.</span></li>
<li style="color: rgb(0, 0, 0);"><span style="color: rgb(0, 0, 0);">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.</span></li>
<li style="color: rgb(0, 0, 0);"><span style="color: rgb(0, 0, 0);">All other duties as assigned.</span></li>
</ul>
<p><span style="color: rgb(0, 0, 0);"><strong>When You'll Be Working: </strong></span></p>
<ul>
<li style="color: rgb(0, 0, 0);"><span style="color: rgb(0, 0, 0);">Monday- Friday: 9:00am - 5:30pm and rotating Saturdays: 9:30am - 1:30pm. </span></li>
<li style="color: rgb(0, 0, 0);"><span style="color: rgb(0, 0, 0);">Full-time, 40 hours a week. </span></li>
</ul>
</div>
<p><span style="color: rgb(0, 0, 0);"><strong>Qualifications: </strong></span></p>
<ul>
<li style="color: rgb(0, 0, 0);"><span style="color: rgb(0, 0, 0);">Minimum two (2) years of experience in retail banking, customer service, or financial services. </span></li>
</ul>
<p><span style="color: rgb(0, 0, 0);"><strong>Bonus Points If You Have: </strong></span></p>
<ul>
<li style="color: rgb(0, 0, 0);"><span style="color: rgb(0, 0, 0);">Bilingual skills preferred.</span></li>
<li style="color: rgb(0, 0, 0);"><span style="color: rgb(0, 0, 0);">FICEP, Financial Counseling Certification. </span></li>
</ul>
<p><span style="color: rgb(0, 0, 0);"><strong>What You’ll Bring:</strong></span></p>
<ul>
<li style="color: rgb(0, 0, 0);">
<div class="description DropBox clear-both margin-bottom10" data-label="Ability to perform in an environment with frequent changes and competing demands."><span style="color: rgb(0, 0, 0);"><span class="fieldValue font-semibold">Ability to perform in an environment with frequent changes and competing demands. </span><span class="timespentchecked"> </span></span></div>
</li>
<li style="color: rgb(0, 0, 0);">
<div class="description DropBox clear-both margin-bottom10" data-label="Strong communication skills with the ability to engage members and build trust."><span style="color: rgb(0, 0, 0);"><span class="fieldValue font-semibold">Strong communication skills with the ability to engage members and build trust. </span><span class="timespentchecked"> </span></span></div>
</li>
<li style="color: rgb(0, 0, 0);">
<div class="description DropBox clear-both margin-bottom10" data-label="Ability to continuously learn and maintain knowledge of credit union systems, processes, and compliance requirements."><span style="color: rgb(0, 0, 0);"><span class="fieldValue font-semibold">Ability to continuously learn and maintain knowledge of credit union systems, processes, and compliance requirements. </span><span class="timespentchecked"> </span></span></div>
</li>
<li style="color: rgb(0, 0, 0);">
<div class="description DropBox clear-both margin-bottom10" data-label="Ability to problem solve and make decisions relevant to the role and experience."><span style="color: rgb(0, 0, 0);"><span class="fieldValue font-semibold">Ability to problem solve and make decisions relevant to the role and experience. </span><span class="timespentchecked"> </span></span></div>
</li>
<li style="color: rgb(0, 0, 0);">
<div class="description DropBox clear-both margin-bottom10" data-label="Ability to embrace and promote a positive, collaborative work environment."><span style="color: rgb(0, 0, 0);"><span class="fieldValue font-semibold">Ability to embrace and promote a positive, collaborative work environment. </span><span class="timespentchecked"> </span></span></div>
</li>
<li style="color: rgb(0, 0, 0);">
<div class="description DropBox clear-both margin-bottom10" data-label="Ability to role model our core values."><span style="color: rgb(0, 0, 0);"><span class="fieldValue font-semibold">Ability to role model our core values. </span><span class="timespentchecked"> </span></span></div>
</li>
<li style="color: rgb(0, 0, 0);">
<div class="description DropBox clear-both margin-bottom10" data-label="Maintain confidentiality with minimal supervision."><span style="color: rgb(0, 0, 0);"><span class="fieldValue font-semibold">Maintain confidentiality with minimal supervision. </span><span class="timespentchecked"> </span></span></div>
</li>
</ul>
<p><span style="color: rgb(0, 0, 0);"><strong>Total Rewards:</strong></span></p>
<p><span style="color: rgb(0, 0, 0);">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.</span></p>
<ul>
<li style="color: rgb(0, 0, 0);"><span style="color: rgb(0, 0, 0);">Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage. </span></li>
<li style="color: rgb(0, 0, 0);"><span style="color: rgb(0, 0, 0);">We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).</span></li>
<li style="color: rgb(0, 0, 0);"><span style="color: rgb(0, 0, 0);">Employees also have access to Life and AD&D insurance.</span></li>
<li style="color: rgb(0, 0, 0);"><span style="color: rgb(0, 0, 0);">Employees are able to enroll in our 401k plan.</span></li>
<li style="color: rgb(0, 0, 0);"><span style="color: rgb(0, 0, 0);">Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis. </span></li>
<li style="color: rgb(0, 0, 0);"><span style="color: rgb(0, 0, 0);">Full-Time Regular hired employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time.</span></li>
</ul>
<p><span style="color: rgb(0, 0, 0);"><em>All benefits except 401k start the first of the month following date of hire. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.</em></span></p>
<p> </p>
<p> </p><div class="content-conclusion"><p style="text-align: left;">Peak Credit Union participates in E-Verify. We use E-Verify to confirm the identity and employment eligibility of all persons hired to work in the United States.</p>
<p style="text-align: left;">For more information on E-Verify, please click here: <a href="https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf" target="_blank">E-Verify Participation Poster English and Spanish</a></p>
<p style="text-align: left;">For more information on Right to Work, please click here: <a href="https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf" target="_blank">Right to Work</a></p>
<p style="text-align: left;">For more information on the Fair Chance Act, please click here: <a href="https://www.atg.wa.gov/fair-chance-act" target="_blank">Fair Chance Act</a></p>
<p style="text-align: left;">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, or protected veteran status and will not be discriminated against on the basis of disability. <a href="https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm">Equal Employment Opportunity Posters</a> If you’d like to view a copy of the company’s affirmative action plan or policy statement, please email [email hidden]. </p>
<p style="text-align: left;">If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail [email hidden]. This email is created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response.</p>
<p><a href="https://www.eeoc.gov/publications/veterans">Equal Opportunity Employer Veterans/Disabled</a></p>
<p><a href="https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf" target="_blank">Equal Opportunity is the Law Posting</a></p>
<p><a href="https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_English_unformattedESQA508c.pdf" target="_blank">Pay Transparency Nondiscrimination Posting</a></p>
<p><em>When you apply to a job on this site, the personal data contained in your application will be collected by Peak Credit Union. Your personal data will be processed for the purposes of managing the Credit Union’s recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under state and federal law. Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by the Credit Union to help manage its recruitment and hiring process. Your personal data will be retained by the Credit Union as long as the Credit Union determines it is necessary to evaluate your application for employment and as required under applicable state and federal law. Greenhouse is under contractual obligation to keep such information confidential, and the Credit Union’s privacy practices comply with all </em><em>applicable</em><em> state and federal laws.</em></p></div>