Role OverviewThis position embodies Peak Credit Union’s mission and values by delivering exceptional service, building trusted relationships, and providing personalized financial solutions that empower members to achieve their goals.
What You Will Do
Engages members warmly and professionally, creating an environment that supports meaningful conversations and proactive discovery of financial needs. Develops and deepens member relationships by confidently uncovering needs, presenting tailored solutions, and originating or referring products across the full suite of Peak offerings.
Why It Might Be a Fit
The Financial Solutions Guide 2 advances Peak’s purpose of expanding access to financial empowerment and independence, ensuring operational excellence and consistent service across the branch network.
Requirements
- Minimum two (2) years of experience in retail banking, customer service, or financial services.
- Bilingual skills preferred.
- FiCEP, Financial Counseling Certification.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- 401k plan
- Vacation time
- Sick leave
- Paid holidays
- Floating holiday
- Self-care time
- Volunteer time
]]>