Financial Solutions Guide 2 (Teller/Loan Officer)

Responsibilities

• Engages members warmly and professionally, creating an environment that supports meaningful conversations and proactive discovery of financial needs.
• 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.
• When You'll Be Working: Monday- Friday: 8:45am - 5:45pm and rotating Saturdays: 9:15am - 1:45pm. Full-time 40 Hours a week.

Requirements

• Minimum two (2) years of experience in retail banking, customer service, or financial services.
• Bonus Points If You Have:
• Bilingual skills preferred.
• FiCEP, Financial Counseling Certification.
• Ability to perform in an environment with frequent changes and competing demands.
• Strong communication skills with the a

Benefits

Additional Information

To maintain a strong connection with our members and local communities and better understand their unique needs , 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 ! Applicants are encouraged to apply by June 8, 2026 at 5:00 PM PST. Job postings are subject to close early or extend longer than the anticipated closing date. We recommend applying as soon as possible. Where You Will Work : Vancouver Mall Branch: 8405 Vancouver Mall Drive, Vancouver WA 98662 ( Branches ). Travel is required for this position. Pay Range: 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 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. Job Overview: 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.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at peakcreditunion? Share your experience