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← Peak Credit Union

Financial Solutions Guide 2

Peak Credit Union
Location
Springfield, OR
Posted
17 days ago
Department
Springfield Main Street
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 perform in an environment with frequent changes and competing demands.
  • Ability to continuously learn and maintain knowledge of credit union systems, processes, and compliance requirements.
  • Ability to problem solve and make decisions relevant to the role and experience.
  • Ability to embrace and promote a positive, collaborative work environment.
Nice to have
  • Bilingual skills preferred.
  • FiCEP, Financial Counseling Certification.
What the job really is

The Financial Solutions Guide 2 at Peak Credit Union focuses on delivering exceptional service to members by understanding their financial needs and providing personalized solutions. This role involves engaging with members, developing relationships, executing transactions accurately, and offering financial guidance while meeting sales goals. The position also requires collaboration with branch leadership and participation in community events to enhance the credit union's service offerings.

Benefits
  • Medical, dental, vision and life insurance coverage.
  • Option for Medical, Dental, and Vision insurance to be paid at a 100% by company 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
  • No remote work mentioned, position is in-person only.
  • Bilingual differential pay is contingent on verification of language skills.
  • Performance-based incentives may vary by role, which could affect total compensation.
  • The role requires ongoing skill development and participation in training, indicating a need for adaptability and commitment to growth.
Job score4.4/5
Benefits4/5
Freshness4/5
Career value4/5
Role clarity5/5
Pay transparency5/5

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