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← Peak Credit Union

Financial Solutions Guide 2

Peak Credit Union
Location
Roseburg, OR
Posted
17 days ago
Department
Roseburg 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 perform in an environment with frequent changes and competing demands.
  • 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 and building trusted relationships with members. The role involves engaging with members to understand their financial needs, providing tailored solutions, and ensuring accurate transaction processing. Additionally, the position requires cultivating long-term relationships and supporting branch performance through expert financial guidance and collaboration with branch leadership.

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.
  • 401k plan access.
  • Accrual of 8 hours of vacation and 8 hours of sick leave monthly.
Things to weigh
  • No specific mention of the technology stack or systems used in the role.
  • Performance-based incentives are mentioned but not detailed, which may vary by role.
  • The job requires working on Saturdays, which may not suit all candidates.
Job score4.2/5
Benefits4/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency5/5

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