Part-Time Financial Solutions Guide 1 (Teller)

<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><span data-ogsc="black"><span data-ogsc="rgb(23, 78, 134)" data-olk-copy-source="MessageBody">Applicants are encouraged to apply by June 15, 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.</span></span></p> <p><span data-teams="true"><strong>Where You Will Work</strong></span>: North Bend Branch: 2470 Tremont St., North Bend, OR 97459 <span data-teams="true">(</span><span data-teams="true"><a id="menur11h0" class="fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn" href="https://www.peakcu.org/branches" target="_blank">Branches</a>).</span></p> <p><strong>Pay Range:&nbsp;</strong>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 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.</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>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><strong>What You’ll Do:&nbsp;</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.&nbsp;</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.&nbsp;</span><span class="timespentchecked">&nbsp;</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.&nbsp;</span><span class="timespentchecked">&nbsp;</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">&nbsp;</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">&nbsp;</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">&nbsp;</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">&nbsp;</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">&nbsp;</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">&nbsp;</span></div> </li> </ul> </div> <p><strong>When You'll Be Working: </strong>Monday- Friday: 8:45am - 5:45pm and rotating Saturdays: 9:15am - 1:45pm. Part-Time 31 hours per week.</p> <p><strong>Qualifications:&nbsp;</strong></p> <ul> <li>Minimum of one (1) year of experience interacting with customers and handling cash, or an equivalent combination of work experience.&nbsp;</li> </ul> <p><strong>Bonus Points If You Have:&nbsp;</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.&nbsp;</span><span class="timespentchecked">&nbsp;</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.&nbsp;</span><span class="timespentchecked">&nbsp;</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">&nbsp;</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">&nbsp;</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">&nbsp;</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">&nbsp;</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">&nbsp;</span></div> </li> </ul> <p><strong>Total Rewards:</strong></p> <p>This position is eligible for 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. Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage. We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA). Employees also have access to Life and AD&amp;D insurance. Part-time employees will accrue time off on the same schedule as full-time employees with the accruals pro-rated based on their scheduled FTE and the following guidelines.&nbsp;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 (may be prorated based on hire date in the initial calendar year).</p> <p><em><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">All benefits except 401k start the first of the month after 30 days of employment. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment</span></span></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">E-Verify Participation Poster English and Spanish</a></p> <p style="text-align: left;">For more information on Right to Work, please click here:&nbsp;<a href="https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf">Right to Work</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.&nbsp;<a href="https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm">Equal Employment Opportunity Posters</a>&nbsp;</p> <p style="text-align: left;">If you’d like to view a copy of the company’s affirmative action plan or policy statement, please email Careers@peakcu.org. 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 Careers@peakcu.org. 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>&nbsp;state and federal laws.</em></p></div>