Financial Solutions Guide 2, Branch

Job overview

The Financial Solutions Guide 2 role is onsite at the Vancouver, WA branch. The target pay range is $20.56–$23.37 per hour; the full range is $18.70–$28.04 per hour, with a possible $2.00-per-hour bilingual differential subject to verification. Peak Credit Union’s mission is to expand financial empowerment and independence in local communities. The guide provides consultative financial service, processes transactions, and develops member relationships through tailored solutions and follow-up. The role supports member financial confidence and branch performance through accurate account and loan work, product guidance, and collaboration with branch leadership.

What you'll do

• Engage members and identify financial needs
• present tailored products and services
• meet assigned sales and production goals
• provide financial guidance and problem-solving
• handle cash, vault operations, and transactions
• process account openings, loan applications, underwriting support, and account maintenance
• follow up with members
• maintain accurate interaction records
• support escalations, coaching, cross-training, and branch sales initiatives.

What we're looking for

Skills & competencies

financial solutions guide 2

peak credit union

vancouver wa

branch banking

member service

financial guidance

consumer lending

account openings

monday–friday

rotating saturdays

$20.56–$23.37/hour

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, and life insurance
• HCFSA, HSA with employer contributions, dependent care FSA, AD&D, 401(k), vacation and sick leave, paid holidays, floating holiday, self-care time, and volunteer time.

Why this role

Requires at least two years of retail banking, customer service, or financial services experience. Schedule includes Monday–Friday, 9:00 a.m.–5:30 p.m., and rotating Saturdays, 9:30 a.m.–1:30 p.m.

About the employer

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