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← Peak Credit Union

Financial Solutions Guide 2

Peak Credit Union
Location
Olympia, WA
Posted
18 days ago
Department
Olympia Branch
Salary
$20.56 - $23.37
What they actually want (must-haves)
  • Minimum two (2) years of experience in retail banking, customer service, or financial services.
  • Strong communication skills with the ability to engage members and build trust.
  • Ability to problem solve and make decisions relevant to the role and experience.
  • Ability to embrace and promote a positive, collaborative work environment.
  • Ability to maintain confidentiality with minimal supervision.
Nice to have
  • Bilingual skills preferred.
  • FiCEP, Financial Counseling Certification.
What the job really is

The Financial Solutions Guide 2 at Peak Credit Union is responsible for delivering exceptional service to members by understanding their financial needs and providing tailored solutions. This role involves engaging with members, executing transactions, and building long-term relationships while meeting sales goals. The position also includes supporting branch initiatives and maintaining accurate records of member interactions.

Benefits
  • Medical, dental, vision, and life insurance coverage.
  • 100% paid Medical, Dental, and Vision insurance for employee only coverage.
  • Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).
  • Life and AD&D insurance access.
  • 401k plan enrollment.
  • Accrual of 8 hours of vacation and 8 hours of sick leave monthly.
Things to weigh
  • Pay range is specified, but no specific salary is guaranteed based on individual qualifications.
  • Bilingual differential pay is available but requires verification of language skills.
  • Performance-based incentives are mentioned but not detailed.
  • Role involves sales goals which may add pressure to meet targets.
Job score4.4/5
Benefits4/5
Freshness4/5
Career value4/5
Role clarity5/5
Pay transparency5/5

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