Financial Solutions Guide 1

Job overview

The Financial Solutions Guide 1 role is onsite at a Portland, OR branch. The target hourly pay range is $18.70–$21.25; the full range is $17.00–$25.50, with a possible $2.00-per-hour bilingual differential subject to verification. Peak Credit Union’s mission is investing in people and championing success through financial empowerment and independence. The guide builds member relationships by providing accurate transactions, responsive service, and relevant financial product referrals. The role helps members access financial tools and resources while supporting branch operations and organizational sales and growth objectives.

What you'll do

• Welcome members and manage branch traffic
• identify and refer members to credit union products and services
• process deposits, withdrawals, transfers, and loan payments
• resolve inquiries and complaints
• make outbound member calls
• complete wire transfers and other complex transactions
• balance cash and daily transactions
• document interactions
• support branch operations and staffing across locations and departments.

What we're looking for

Skills & competencies

financial solutions guide 1

peak credit union

portland or

credit union

member service

cash transactions

financial products

consultative sales

monday–friday

$18.70–$21.25/hour

bilingual differential

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, and life insurance
• employer contributions to HSA
• 401(k)
• vacation and sick leave
• paid holidays, floating holiday, self-care time, and volunteer time.

Why this role

The posting states Monday–Friday hours of 9:00 AM–5:30 PM and separately lists shift hours of 11:00–3:00. One year of customer interaction and cash-handling experience, or equivalent work experience, is required. Bilingual skills are preferred.

About the employer

Peak Credit Union is hiring for this role. Industry: Credit Unions. Sector: 52.