Financial Solutions Guide 1

<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><strong>Job Overview:</strong></p>
<p>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.</p>
<p><span data-teams="true"><strong>Where You Will Work</strong></span>:</p>
<p style="margin: 0in;"><a href="https://www.bing.com/ck/a?!&&p=bfb7008095359052c20f8b91f789784685adcb72b0af009028706df607ba0728JmltdHM9MTc5MDI5NDQwMA&ptn=3&ver=2&hsh=4&fclid=333e9066-dce3-617b-20cb-87dfdd5860ec&u=a1L21hcHM_Jm1lcGk9MH5-RW1iZWRkZWR-QWRkcmVzc19MaW5rJnR5PTE4JnE9UGVhayUyMENyZWRpdCUyMFVuaW9uJnNzPXlwaWQuWU40RDJBMjc1NTdBQTRFOEI3JnBwb2lzPTQzLjc5NTE5MjcxODUwNTg2Xy0xMjMuMDYxNjMwMjQ5MDIzNDRfUGVhayUyMENyZWRpdCUyMFVuaW9uX1lONEQyQTI3NTU3QUE0RThCN34mY3A9NDMuNzk1MTkzfi0xMjMuMDYxNjMmdj0yJnNWPTEmRk9STT1NUFNSUEw&ntb=1"><span style="font-family: roboto; font-size: 10.5pt;">600 E Jefferson Ave, Cottage Grove, OR 97424</span></a><span style="font-family: Calibri; font-size: 11.0pt;">  (</span><a href="https://www.peakcu.org/branches"><span style="font-family: Calibri; font-size: 11.0pt;">Branches</span></a><span style="font-family: Calibri; font-size: 11.0pt; color: black;">)</span></p>
<p><strong>Pay Range: </strong></p>
<p>The target hourly pay range for this position is $18.70 - $21.25. The full hourly pay range is $17.00 - $25.50.</p>
<ul>
<li>We provide an additional $2.00 per hour bilingual differential for 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.</li>
<li>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.</li>
</ul>
<p><strong>What You’ll Do: </strong></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>
<div class="description DropBox clear-both margin-bottom10" data-label="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."><span class="fieldValue font-semibold">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. </span></div>
</li>
<li>
<div class="description DropBox clear-both margin-bottom10" data-label="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."><span class="fieldValue font-semibold">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. </span></div>
</li>
<li>
<div class="description DropBox clear-both margin-bottom10" data-label="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."><span class="fieldValue font-semibold">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. </span><span class="timespentchecked"> </span></div>
</li>
<li>
<div class="description DropBox clear-both margin-bottom10" data-label="Resolves member inquiries and concerns, responds to member requests, concerns, and complaints with professionalism and empathy, ensuring warm hand-offs and timely follow-up for full resolution, while recognizing when service moments can transition into sales opportunities that support the member’s financial well-being."><span class="fieldValue font-semibold">Resolves member inquiries and concerns, responds to member requests, concerns, and complaints with professionalism and empathy, ensuring warm hand-offs and timely follow-up for full resolution, while recognizing when service moments can transition into sales opportunities that support the member’s financial well-being. </span><span class="timespentchecked"> </span></div>
</li>
<li>
<div class="description DropBox clear-both margin-bottom10" data-label="Makes outbound calls to members/customers to support outreach initiatives, relationship building, and organizational goals."><span class="fieldValue font-semibold">Makes outbound calls to members/customers to support outreach initiatives, relationship building, and organizational goals. </span><span class="timespentchecked"> </span></div>
</li>
<li>
<div class="description DropBox clear-both margin-bottom10" data-label="Performs specialized financial functions, completes wire transfers and other complex transactions while ensuring compliance with established policies and procedures, and identifies opportunities where specialized products or services may benefit the member."><span class="fieldValue font-semibold">Performs specialized financial functions, completes wire transfers and other complex transactions while ensuring compliance with established policies and procedures, and identifies opportunities where specialized products or services may benefit the member. </span><span class="timespentchecked"> </span></div>
</li>
<li>
<div class="description DropBox clear-both margin-bottom10" data-label="Balances cash drawer and daily transactions; assists with vault balancing, dispenser maintenance, certifications, key assignments, and cash orders under management oversight."><span class="fieldValue font-semibold">Balances cash drawer and daily transactions; assists with vault balancing, dispenser maintenance, certifications, key assignments, and cash orders under management oversight. </span><span class="timespentchecked"> </span></div>
</li>
<li>
<div class="description DropBox clear-both margin-bottom10" data-label="Records detailed notes on member interactions, complex situations, and transactions to ensure clear communication and consistent service delivery, capturing relevant sales insights to support follow-up and relationship growth."><span class="fieldValue font-semibold">Records detailed notes on member interactions, complex situations, and transactions to ensure clear communication and consistent service delivery, capturing relevant sales insights to support follow-up and relationship growth</span></div>
</li>
<li>
<div class="description DropBox clear-both margin-bottom10" data-label="Demonstrates professionalism and continuous Learning by taking initiative to learn new systems, processes, and policies; completing required training; and maintaining a professional image while contributing positively to the team environment, including ongoing development of sales skills, product knowledge, and consultative techniques."><span class="fieldValue font-semibold">Demonstrates professionalism and continuous Learning by taking initiative to learn new systems, processes, and policies; completing required training; and maintaining a professional image while contributing positively to the team environment, including ongoing development of sales skills, product knowledge, and consultative techniques. </span><span class="timespentchecked"> </span></div>
</li>
<li>
<div class="description DropBox clear-both margin-bottom10" data-label="Supports branch and organizational operations and provides staffing support as needed across locations and departments, and performs other duties as assigned to ensure operational excellence and continuity of service, while helping the branch achieve overall sales and growth objectives."><span class="fieldValue font-semibold">Supports branch and organizational operations and provides staffing support as needed across locations and departments, and performs other duties as assigned to ensure operational excellence and continuity of service, while helping the branch achieve overall sales and growth objectives. </span><span class="timespentchecked"> </span></div>
</li>
<li>
<div class="description DropBox clear-both margin-bottom10" data-label="All other duties as assigned."><span class="fieldValue font-semibold">All other duties as assigned. </span><span class="timespentchecked"> </span></div>
</li>
</ul>
</div>
<p><strong>When You'll Be Working: </strong></p>
<p>Monday- Friday: 9:00am - 5:30pm. Full time, 38 hours per week.</p>
<p><strong>Qualifications: </strong></p>
<ul>
<li>Minimum of one (1) year of experience interacting with customers and handling cash, or an equivalent combination of work experience. </li>
</ul>
<p><strong>Bonus Points If You Have: </strong></p>
<ul>
<li>Demonstrated skills including, bilingual skills, consultative sales skills to uncover member needs, make tailored recommendations, and build lasting financial relationships.</li>
</ul>
<p><strong>What You’ll Bring:</strong></p>
<ul>
<li>
<div class="description DropBox clear-both margin-bottom10" data-label="Ability to perform in an environment with frequent changes and competing demands."><span class="fieldValue font-semibold">Ability to perform in an environment with frequent changes and competing demands. </span><span class="timespentchecked"> </span></div>
</li>
<li>
<div class="description DropBox clear-both margin-bottom10" data-label="Strong communication skills with the ability to engage members and build trust."><span class="fieldValue font-semibold">Open to feedback and respond with professionalism and dignity, delivering information to members and co-workers. </span><span class="timespentchecked"> </span></div>
</li>
<li>
<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 class="fieldValue font-semibold">Ability to continuously learn and maintain knowledge of credit union systems, processes, and compliance requirements. </span><span class="timespentchecked"> </span></div>
</li>
<li>
<div class="description DropBox clear-both margin-bottom10" data-label="Ability to problem solve and make decisions relevant to the role and experience."><span class="fieldValue font-semibold">Ability to problem solve and make decisions relevant to the role and experience. </span><span class="timespentchecked"> </span></div>
</li>
<li>
<div class="description DropBox clear-both margin-bottom10" data-label="Ability to embrace and promote a positive, collaborative work environment."><span class="fieldValue font-semibold">Ability to embrace and promote a positive, collaborative work environment. </span><span class="timespentchecked"> </span></div>
</li>
<li>
<div class="description DropBox clear-both margin-bottom10" data-label="Ability to role model our core values."><span class="fieldValue font-semibold">Ability to role model our core values. </span><span class="timespentchecked"> </span></div>
</li>
<li>
<div class="description DropBox clear-both margin-bottom10" data-label="Maintain confidentiality with minimal supervision."><span class="fieldValue font-semibold">Maintain confidentiality with minimal supervision. </span><span class="timespentchecked"> </span></div>
</li>
</ul>
<p><strong>Total Rewards:</strong></p>
<p>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.</p>
<ul>
<li>Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage. </li>
<li>We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).</li>
<li>Employees also have access to Life and AD&D insurance.</li>
<li>Employees are able to enroll in our 401k plan.</li>
<li>Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis. </li>
<li>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.</li>
</ul>
<p><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 data-teams="true"><span id="message-body-1784139988739" class="fui-ChatMessage__body rtj92hm ___i980d30 f10pi13n ftqa4ok f2hkw1w f8hki3x f1d2448m f1bjia2o ffh67wi f1j6vpng f1pniga2 f987i1v f1ffjurs f15bsgw9 f14e48fq f18yb2kv fd6o370 ffwy5si f3znvyf f57olzd f4stah7 f480a47 fs1por5 fk6fouc figsok6 fkhj508 f19n0e5 f9ijwd5 fx91ewl f1o0qvyv f9ggezi f1xp5gbu f150uoa4 ffyari3 f16xq7d1 fo7qwa0 fa482kb f1jr86fo f19jalt7 fi0x08t f9qyqwh f15pwueu f2q1wh0 fu6ncsl f1wtgxlg fxowb0n f11ghf3q f13aoclr flypziy f10kwr27 fquw1qa fftr39l f13lathq f15hsm81 f2ss68y ffb60jq f8nuap2 f13nk4fk f7jacry fq08z5q fd9af6s fr74w9q fcl9uv6 f13sm7pj f1u6qqly f16wpxbl faim3u9 f6cs3qo fa2w2z3 fd39nx6 f10gn8j9 frcqmxy f1w9ws4k f1ddxkqj fd10euv fvuz61 f1nbc6gw f1ja1rz f1ymf5kz f1xki53d f8ntl2k f8nx4az f1y6etj3 f1b2y2l2 f1qb14jr f1h272qk f1ywigw8 fzvs3e4 f1rvyk3c f5fplu3 f1l4y2qi f4yr49c fxgblah faww4f1 f1oqrsiv f1nn8nf5 f1wss724 f2ub9nf fpr7uzl f86vlxv f7ay0zw f1j33hpw fp3omr5 fpqnlqw f1y5pldk f16ozm6t f83zfrz f1ygr8g5 f1bt2lqj f1dfpw40 f1sapace f1eq4dpx fim7mkj fdc55jo f16aewt4 frche94 f1pn7o2n fg127dc fanjz1e f6h47bw ffd45wr f1j14d18"><span id="content-1784139988739" class="fui-Primitive ___11tzqds f1oy3dpc f89hs3r fqtknz5 fyvcxda"></span></span></span></p>
<p><em>#ZR</em></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>