Part-Time Financial Solutions Guide 1 (Teller)
To maintain a strong connection with our members and local communities and better understand their unique needs, 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!
Where You Will Work
- Lacey Crossroads: 4550 Avery Lane SE, Lacey, WA 98503 (Branches).
Pay Range
- The target hourly pay range for this position is $18.70 - $21.25.
- The full hourly pay range is $17.00 - $25.50.
- 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.
Compensation
- Cash Compensation: Compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training.
- Performance-based Incentives: Compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.
Job Overview
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.
What You’ll Do
- Welcome and engage 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.
- Promote 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.
- Process member transactions, accurately receive, process, and post 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.
- Resolve member inquiries and concerns, respond 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.
- Make outbound calls to members/customers to support outreach initiatives, relationship building, and organizational goals.
- Perform specialized financial functions, complete wire transfers and other complex transactions while ensuring compliance with established policies and procedures, and identify opportunities where specialized products or services may benefit the member.
- Balance cash drawer and daily transactions; assist with vault balancing, dispenser maintenance, certifications, key assignments, and cash orders under management oversight.
- Record 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.
- Demonstrate 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.
- Support branch and organizational operations and provide staffing support as needed across locations and departments, and perform other duties as assigned to ensure operational excellence and continuity of service, while helping the branch achieve overall sales and growth objectives.
Qualifications
- Minimum of one (1) year of experience interacting with customers and handling cash, or an equivalent combination of work experience.
- Bonus Points: Demonstrated skills including, bilingual skills, consultative sales skills to uncover member needs, make tailored recommendations, and build lasting financial relationships.
When You'll Be Working
- Monday- Friday: 8:45am - 5:45pm and rotating Saturdays: 9:15am - 1:45pm.
- Part-Time 31 hours per week.
Total Rewards
- 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&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.
- 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).
- 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.
Peak Credit Union is an Affirmative Action and Equal Opportunity Employer.
Equal Employment Opportunity Posters
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.
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