{"jobs":[{"absolute_url":"https://job-boards.greenhouse.io/peakcreditunion/jobs/5984672004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5148609004,"location":{"name":"Bend, Oregon"},"metadata":null,"id":5984672004,"updated_at":"2026-06-03T20:17:32-04:00","requisition_id":"22217","title":"Assistant Branch Manager","company_name":"Peak Credit Union ","first_published":"2026-04-29T12:34:03-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;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\u0026quot;\u0026gt;\u0026lt;span data-ogsc=\u0026quot;rgb(23, 78, 134)\u0026quot; data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;To \u0026lt;span data-ogsc=\u0026quot;\u0026quot; data-ogsb=\u0026quot;white\u0026quot;\u0026gt;maintain a strong connection with our members and local communities and better understand their unique needs\u0026lt;/span\u0026gt;, 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\u0026lt;/span\u0026gt;\u0026lt;span data-ogsc=\u0026quot;black\u0026quot;\u0026gt;!\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span data-ogsc=\u0026quot;black\u0026quot;\u0026gt;\u0026lt;span data-ogsc=\u0026quot;rgb(23, 78, 134)\u0026quot; data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Applicants are encouraged to apply by June 9, 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.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Where You Will Work\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;: Bend Branch: 61490 S Hwy 97\u0026amp;nbsp;Bend, Oregon 97702 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;(\u0026lt;/span\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;a id=\u0026quot;menur11h0\u0026quot; class=\u0026quot;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\u0026quot; href=\u0026quot;https://www.peakcu.org/branches\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Branches\u0026lt;/a\u0026gt;). Travel is required.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Pay Range:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;The target annual pay range for this position is $62,744 - $71,300. The full annual pay range is $57,040 - $85,560.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We provide an additional $2.00 per hour bilingual differential for those employees who can support our members\u0026#39; financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Overview:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position partners with Branch Manager to oversee sales and branch operations while assisting in the direct\u0026amp;nbsp;delivery of services to members. Handles daily operational tasks and ensures member service levels\u0026amp;nbsp;are met or exceeded. Leads branch team to deliver consistently high-quality sales and service by\u0026amp;nbsp;attracting new members and deepening relationships with current members. Mitigates branch\u0026amp;nbsp;controls and risk by adhering to required operational processes, standards, and regulations.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Approaches, welcomes, and engages all visitors who come into the branch. Manages the traffic flow of members with a sense of urgency to provide minimal wait times.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Handles and oversees daily operations of branch, including cash and vault balancing,\u0026amp;nbsp;negotiable items, and audits.\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Approaches, welcomes, and engages all visitors who come into the branch. Manages the traffic flow of members with a sense of urgency to provide minimal wait times.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Partners with other business units to resolve member issues or grow member relationships;\u0026amp;nbsp;actively participates in cross-functional meetings.\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Approaches, welcomes, and engages all visitors who come into the branch. Manages the traffic flow of members with a sense of urgency to provide minimal wait times.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Maintains a thorough and comprehensive understanding of all retail products and services\u0026amp;nbsp;and sufficient knowledge of all credit union services to make effective referrals to other\u0026amp;nbsp;business lines.\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Approaches, welcomes, and engages all visitors who come into the branch. Manages the traffic flow of members with a sense of urgency to provide minimal wait times.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Engages with members by greeting, personalizing interactions, uncovering financial needs,\u0026amp;nbsp;making recommendations for financial services, and providing timely follow-up.\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Approaches, welcomes, and engages all visitors who come into the branch. Manages the traffic flow of members with a sense of urgency to provide minimal wait times.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Maintains and enforces systems, policies, procedures, and productivity standards.\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Approaches, welcomes, and engages all visitors who come into the branch. Manages the traffic flow of members with a sense of urgency to provide minimal wait times.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Understands and complies with federal and state regulations relating to financial products\u0026amp;nbsp;and services as well as credit union policies and procedures and regulations pertaining to the\u0026amp;nbsp;Bank Secrecy Act (BSA).\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Approaches, welcomes, and engages all visitors who come into the branch. Manages the traffic flow of members with a sense of urgency to provide minimal wait times.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Resolves or makes decisions related to the service and operational functions within their\u0026amp;nbsp;authority.\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Approaches, welcomes, and engages all visitors who come into the branch. Manages the traffic flow of members with a sense of urgency to provide minimal wait times.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Seeks opportunities to grow branch assets and membership through community outreach,\u0026amp;nbsp;networking, and business development.\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Approaches, welcomes, and engages all visitors who come into the branch. Manages the traffic flow of members with a sense of urgency to provide minimal wait times.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Partners with the Branch Manager while conducting employment interviews and making\u0026amp;nbsp;hiring decisions or recommendations.\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Approaches, welcomes, and engages all visitors who come into the branch. Manages the traffic flow of members with a sense of urgency to provide minimal wait times.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Trains and develops branch staff to provide high-level, consistent service to members while\u0026amp;nbsp;creating a relationship-based sales and service culture at the branch. Resolves employee\u0026amp;nbsp;problems and performance issues timely.\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Approaches, welcomes, and engages all visitors who come into the branch. Manages the traffic flow of members with a sense of urgency to provide minimal wait times.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Works in partnership with Branch Manager to coach, lead and motivate retail branch employees to meet or exceed sales goals and service standards.\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Approaches, welcomes, and engages all visitors who come into the branch. Manages the traffic flow of members with a sense of urgency to provide minimal wait times.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Performs all duties of a Member Service Specialist 2.\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Approaches, welcomes, and engages all visitors who come into the branch. Manages the traffic flow of members with a sense of urgency to provide minimal wait times.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;All other duties as assigned.\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;When You\u0026#39;ll Be Working: \u0026lt;/strong\u0026gt;Monday- Friday: 8:45am - 5:45pm. Full-time 40 Hours a week.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum three (3) years of experience in retail financial services, with past roles showing a progression of increasing responsibility including leadership/mentorship.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Bring:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to motivate and develop employees through active performance management\u0026amp;nbsp;coaching, feedback, and mentoring.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Excellent communication skills with customers (members) and internal team members\u0026amp;nbsp;required.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to be a strong advocate for the branch and credit union products and services.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to handle difficult or stressful situations with professional composure and maintain a high level of confidentiality.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to promote and maintain positive behaviors, team spirit and focus on the member.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to identify complex problems and review related information to develop and evaluate\u0026amp;nbsp;options and implement solutions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Total Rewards:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is eligible for Full-Time Regular 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.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employees also have access to Life and AD\u0026amp;amp;D insurance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employees are able to enroll in our 401k plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full-Time Regular hired 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.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;All benefits except 401k start the first of the month following date of hire. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;For more information on E-Verify, please click here: \u0026lt;a href=\u0026quot;https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\u0026quot;\u0026gt;E-Verify Participation Poster English and Spanish\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;For more information on Right to Work, please click here:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf\u0026quot;\u0026gt;Right to Work\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm\u0026quot;\u0026gt;Equal Employment Opportunity Posters\u0026lt;/a\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.eeoc.gov/publications/veterans\u0026quot;\u0026gt;Equal Opportunity Employer Veterans/Disabled\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Equal Opportunity is the Law Posting\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_English_unformattedESQA508c.pdf\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Pay Transparency Nondiscrimination Posting\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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 \u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;applicable\u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;state and federal laws.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4080142004,"name":"Bend Branch","child_ids":[],"parent_id":null}],"offices":[{"id":4027753004,"name":"Bend","location":"Bend, Oregon, United States","child_ids":[],"parent_id":4047339004}]},{"absolute_url":"https://job-boards.greenhouse.io/peakcreditunion/jobs/5980735004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5146683004,"location":{"name":"Remote-OR"},"metadata":null,"id":5980735004,"updated_at":"2026-06-04T22:52:21-04:00","requisition_id":"22216","title":"Commercial Loan Officer 2","company_name":"Peak Credit Union ","first_published":"2026-04-23T22:02:56-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;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\u0026quot;\u0026gt;\u0026lt;span data-ogsc=\u0026quot;rgb(23, 78, 134)\u0026quot; data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;To \u0026lt;span data-ogsc=\u0026quot;\u0026quot; data-ogsb=\u0026quot;white\u0026quot;\u0026gt;maintain a strong connection with our members and local communities and better understand their unique needs\u0026lt;/span\u0026gt;, 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\u0026lt;/span\u0026gt;\u0026lt;span data-ogsc=\u0026quot;black\u0026quot;\u0026gt;!\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;Applicants are encouraged to apply by June 8, 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Where You Will Work:\u0026lt;/strong\u0026gt; This position a remote role based in or near Eugene, OR, with regular travel required for on- site events.\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026amp;nbsp;(\u0026lt;a id=\u0026quot;menur11h0\u0026quot; class=\u0026quot;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\u0026quot; href=\u0026quot;https://www.peakcu.org/branches\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Branches\u0026lt;/a\u0026gt;)\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Pay Range: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;The target annual pay range for this position is $93,456 - $106,200. The full annual pay range is $84,960 - $127,440\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Overview:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for developing, growing, and managing a portfolio of quality, member business loan\u0026amp;nbsp;relationships in support of the credit union’s strategic goals within the Washington and Oregon\u0026amp;nbsp;market areas.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identifies and develops new member business loan opportunities through a variety of\u0026amp;nbsp;networking methodologies and community involvement within the credit union’s footprint.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develops profitable and positive networks within the business community. Assumes the\u0026amp;nbsp;responsibility for establishing and maintaining effective and professional business\u0026amp;nbsp;relationships with existing/prospective members and centers of influence (COI’s).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Builds a quality member business loan portfolio, by negotiating terms and conditions within\u0026amp;nbsp;the credit union’s prescribed framework and strictly adhere to all commercial lending policies\u0026amp;nbsp;and procedures while meeting federal and state regulations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintains knowledge of competitor rates, programs, terms, and conditions in order to\u0026amp;nbsp;strategically present the credit union’s programs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Performs interviews and consultation with the prospective business loan member and assume full responsibility for all aspects of the loan process, to include: collecting and reviewing the loan application and supporting financial documentation; collaboration with the Credit Analyst to provide a thorough analysis of the loan request; review of loan documentation; perform timely periodic annual term loan and risk reviews; monitor delinquencies and surface potential concerns with weakened credits.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Meets monthly loan production and/or profitability goals; as well as, sales activities and\u0026amp;nbsp;outbound calling goals.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintains the strong credit quality of the credit union’s member business lending portfolio\u0026amp;nbsp;through ongoing portfolio management.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supports a strong relationship banking culture through superior product knowledge and\u0026amp;nbsp;promotion/marketing of a broad range of the credit union’s products and services.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serves as a resource and develop positive relationships with all credit union partners; internal\u0026amp;nbsp;and external.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Complies with established State and Federal regulations as they pertain to transactions/tasks\u0026amp;nbsp;performed and completes necessary documentation and/or disclosures as required by law.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;When You\u0026#39;ll Be Working:\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Monday - Friday 8:00am - 5:00pm. Full-time 40 hours a week.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum of five (5) years experience in a high-volume, production-oriented, commercial lending role\u0026amp;nbsp;or equivalent position. Valid driver\u0026#39;s license to drive fleet vehicles in course of work.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points If You Have:\u0026amp;nbsp;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s Degree in Finance, Business, or Economics or related field of study.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Certifications: R\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;isk Management Association\u0026lt;/span\u0026gt; (RMA) Lending Certifications.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Bring:\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience with investor commercial real estate, C\u0026amp;amp;I lending, and business deposit products.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Possess a knowledge and understanding of commercial lending guidelines, regulatory\u0026amp;nbsp;procedures, processes, and laws as they pertain to the acceptance and approval of member\u0026amp;nbsp;business loans.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong networking and relationship management skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High level of consultative selling skills, negotiation and presentation skills, with a history of\u0026amp;nbsp;successful outside sales experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to make recommendations on loan pricing, terms, risk grades, evaluate the liquidation\u0026amp;nbsp;value of collateral, specify sources of repayment, assess industry business and management\u0026amp;nbsp;risks, etc.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare written requests for approval of member business loans that cover all regulatory and\u0026amp;nbsp;credit union requirements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to understand complex business loan requests, evaluate overall financial capacity of\u0026amp;nbsp;borrowers/guarantors, and identify strengths and weaknesses.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Entrepreneurial spirit with the ability to work successfully in a collaborative manner with\u0026amp;nbsp;other staff members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish program goals and objectives that support the credit union’s strategic plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work extended hours as required or requested by management to complete assigned\u0026amp;nbsp;projects.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to maintain a positive attitude while actively looking for ways to helps members and\u0026amp;nbsp;co-workers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Direct experience in commercial lending and/or business development within the core market\u0026amp;nbsp;area preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with and/or working knowledge of financial services loan and documentation\u0026amp;nbsp;systems (e.g. LaserPro) preferred.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Total Rewards:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is eligible for Full-Time Regular 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.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employees also have access to Life and AD\u0026amp;amp;D insurance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employees are able to enroll in our 401k plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full-Time Regular hired 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.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;All benefits except 401k start the first of the month following date of hire. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;For more information on E-Verify, please click here: \u0026lt;a href=\u0026quot;https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\u0026quot;\u0026gt;E-Verify Participation Poster English and Spanish\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;For more information on Right to Work, please click here:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf\u0026quot;\u0026gt;Right to Work\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm\u0026quot;\u0026gt;Equal Employment Opportunity Posters\u0026lt;/a\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.eeoc.gov/publications/veterans\u0026quot;\u0026gt;Equal Opportunity Employer Veterans/Disabled\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Equal Opportunity is the Law Posting\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_English_unformattedESQA508c.pdf\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Pay Transparency Nondiscrimination Posting\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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 \u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;applicable\u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;state and federal laws.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4080109004,"name":"Business Services","child_ids":[],"parent_id":null}],"offices":[{"id":4047340004,"name":"Remote","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/peakcreditunion/jobs/5991146004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5152047004,"location":{"name":"Remote- WA"},"metadata":null,"id":5991146004,"updated_at":"2026-06-04T22:53:26-04:00","requisition_id":"22220","title":"Commercial Loan Officer 3 ","company_name":"Peak Credit Union ","first_published":"2026-05-07T21:09:45-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;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\u0026quot;\u0026gt;\u0026lt;span data-ogsc=\u0026quot;rgb(23, 78, 134)\u0026quot; data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;To \u0026lt;span data-ogsc=\u0026quot;\u0026quot; data-ogsb=\u0026quot;white\u0026quot;\u0026gt;maintain a strong connection with our members and local communities and better understand their unique needs\u0026lt;/span\u0026gt;, 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\u0026lt;/span\u0026gt;\u0026lt;span data-ogsc=\u0026quot;black\u0026quot;\u0026gt;!\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;Applicants are encouraged to apply by June 8, 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Where You Will Work:\u0026lt;/strong\u0026gt; This position a remote role based in or near Thurston or Pierce County, with regular travel required for on- site events.\u0026lt;/span\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;(\u0026lt;a id=\u0026quot;menur11h0\u0026quot; class=\u0026quot;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\u0026quot; href=\u0026quot;https://www.peakcu.org/branches\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Branches\u0026lt;/a\u0026gt;)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Pay Range: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;The target annual pay range for this position is $\u0026lt;/span\u0026gt;117,216 -\u0026amp;nbsp;$133,200.\u0026amp;nbsp;The full annual pay range is $106,560 - $159,840.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We provide an additional $2.00 per hour bilingual differential for those employees who can support our members\u0026#39; financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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 ba\u0026lt;em\u0026gt;s\u0026lt;/em\u0026gt;ed and targets vary by role.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Overview: \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is responsible for developing, growing, and managing a portfolio of quality, member business loan relationships in support of the credit union’s strategic goals within the Washington and Oregon market areas.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026amp;nbsp;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Identifies and develops new member business loan opportunities through a variety of networking methodologies and community involvement within the credit union’s footprint.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Identifies and develops new member business loan opportunities through a variety of networking methodologies and community involvement within the credit union’s footprint.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Develops profitable and positive networks within the business community.  Assumes the responsibility for establishing and maintaining effective and professional business relationships with existing/prospective members and Centers of Influence (COI’s).\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Develops profitable and positive networks within the business community. Assumes the responsibility for establishing and maintaining effective and professional business relationships with existing/prospective members and Centers of Influence (COI’s). \u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Builds a quality member business loan portfolio, by negotiating terms and conditions within the credit union’s prescribed framework and strictly adhere to all commercial lending policies and procedures while meeting federal and state regulations.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Builds a quality member business loan portfolio, by negotiating terms and conditions within the credit union’s prescribed framework and strictly adhere to all commercial lending policies and procedures while meeting federal and state regulations. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Maintains knowledge of competitor rates, programs, terms, and conditions in order to strategically present the credit union\u0026#39;s programs.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Maintains knowledge of competitor rates, programs, terms, and conditions in order to strategically present the credit union\u0026#39;s programs. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Performs interviews and consultation with the prospective business loan member and assumes full responsibility for all aspects of the loan process, to include:  collecting and reviewing the loan application and supporting financial documentation; collaboration with the Credit Analyst to provide a thorough analysis of the loan request; review of loan documentation; perform timely periodic annual term loan and risk reviews; monitor delinquencies and surface potential concerns with weakened credits.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Performs interviews and consultation with the prospective business loan member and assumes full responsibility for all aspects of the loan process, to include: collecting and reviewing the loan application and supporting financial documentation; collaboration with the Credit Analyst to provide a thorough analysis of the loan request; review of loan documentation; perform timely periodic annual term loan and risk reviews; monitor delinquencies and surface potential concerns with weakened credits. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Meets high level monthly loan production and/or profitability goals; as well as, sales activities and outbound calling goals.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Meets high level monthly loan production and/or profitability goals; as well as, sales activities and outbound calling goals. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Maintains the strong credit quality of the credit union’s member business lending portfolio through ongoing portfolio management.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Maintains the strong credit quality of the credit union’s member business lending portfolio through ongoing portfolio management. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Support a strong relationship banking culture acting as a subject matter expert in terms of product knowledge and promotion/marketing of a broad range of TwinStar Credit Union products and services.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Support a strong relationship banking culture acting as a subject matter expert in terms of product knowledge and promotion/marketing of a broad range of Peak Credit Union\u0026#39;s products and services.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Attends and participates in all required meetings and work-related events.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Attends and participates in all required meetings and work-related events. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Maintains the use of all assigned equipment (e.g., cell phones, desktop computers, laptops, etc.) in an acceptable manner and in accordance with the credit union procedures.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Maintains the use of all assigned equipment (e.g., cell phones, desktop computers, laptops, etc.) in an acceptable manner and in accordance with the credit union procedures. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ensures that work areas are secure and well maintained in accordance to member privacy regulations and credit union requirements.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ensures that work areas are secure and well maintained in accordance to member privacy regulations and credit union requirements. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Serves as a resource and develops positive relationships with credit union internal partners; as well as, branch personnel.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Serves as a resource and develops positive relationships with credit union internal partners; as well as, branch personnel. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Complies with established State and Federal regulations as they pertain to transactions/tasks performed and completes necessary documentation and/or disclosures as required by law.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Complies with established State and Federal regulations as they pertain to transactions/tasks performed and completes necessary documentation and/or disclosures as required by law. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Acts as a mentor to commercial loan officers, assistant commercial loan officer, and other members of the department.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Acts as a mentor to commercial loan officers, assistant commercial loan officer, and other members of the department. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Performs other duties as assigned by the Regional Director of Commercial Lending.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Performs other duties as assigned by the Regional Director of Commercial Lending. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;All other duties as assigned.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;All other duties as assigned. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;When You\u0026#39;ll Be Working: \u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Monday - Friday 8:00am - 5:00pm. Full-time 40 hours a week.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026amp;nbsp;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum of seven (7) years experience in a high-volume, production-oriented, commercial lending role or equivalent position. Requires valid driver\u0026#39;s license to perform job duties.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points If You Have:\u0026amp;nbsp;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s Degree in\u0026amp;nbsp;Finance, Business, Economics or related field of study.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Certifications: Risk Management Association (RMA) Lending Certifications.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Bring:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div id=\u0026quot;sa-collpase-report_5570_5\u0026quot; class=\u0026quot;collapse sa-collapse in\u0026quot;\u0026gt;\n\u0026lt;div id=\u0026quot;jdm_tp_JDMUDFLST01\u0026quot; class=\u0026quot;form-group row margin-top20 margin-left0 margin-right15 template-fields DropBox jdm_tp_JDMUDFLST01 \u0026quot; data-fieldtype=\u0026quot;LST\u0026quot; data-fieldname=\u0026quot;JDMUDFLST01\u0026quot; data-downjdmlinkedfieldnames=\u0026quot;\u0026quot; data-upjdmlinkedfieldnames=\u0026quot;\u0026quot; data-iscamd=\u0026quot;0\u0026quot; data-camdfieldname=\u0026quot;\u0026quot; data-label=\u0026quot;\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Possess a knowledge and understanding of commercial lending guidelines, regulatory procedures, processes, and laws as they pertain to the acceptance and approval of member business loans.\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Possess a knowledge and understanding of commercial lending guidelines, regulatory procedures, processes, and laws as they pertain to the acceptance and approval of member business loans.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of federal, state and local laws, statutes, regulations codes and standards related to the area of responsibility.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with investor commercial real estate, commercial \u0026amp;amp; industrial lending, and business deposit products.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient use and understanding of Microsoft Office products (Word, Excel, Outlook) with the ability to learn and quickly adapt to new technologies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong networking and relationship management skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High level consultative selling skills, negotiation and presentation skills, with a history of successful outside sales experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish and maintain effective working relationships with area Vice Presidents, Directors, Branch Managers, and employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to make recommendations on loan pricing, terms, risk grades, evaluate the liquidation value of collateral, specify sources of repayment, assess industry business and management risks, etc.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare written requests for approval of member business loans that cover all regulatory and credit union requirements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to understand complex business loan requests, evaluate overall financial capacity of borrowers/guarantors, and identify strengths and weaknesses.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Entrepreneurial spirit with the ability to work successfully in a collaborative manner with other staff members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish program goals and objectives that support the credit union’s strategic plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to make recommendations on loan pricing, terms, risk grades, evaluate the liquidation value of collateral, specify sources of repayment, assess industry business and management risks, etc.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to generate a high volume of new loan originations and deposits, while managing a significantly sized loan portfolio.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish and maintain a good rapport with management, employees, vendors and members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong knowledge of commercial credit analysis including analysis of borrower financial statements, CRE investor real estate, C\u0026amp;amp;I lending concepts (and construction lending knowledge preferred).\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to maintain a positive attitude while actively looking for ways to helps members and co-workers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work extended hours as required or requested by management to complete assigned projects.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with and/or working knowledge of financial services loan and documentation systems (e.g. LaserPro, LOS systems, spreading software, etc.) preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Direct experience in commercial lending and/or business development within the core market area preferred.\u0026amp;nbsp;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Total Rewards:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is eligible for Full-Time Regular 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.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employees also have access to Life and AD\u0026amp;amp;D insurance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employees are able to enroll in our 401k plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full-Time Regular hired 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.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;All benefits except 401k start the first of the month following date of hire. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;For more information on E-Verify, please click here: \u0026lt;a href=\u0026quot;https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\u0026quot;\u0026gt;E-Verify Participation Poster English and Spanish\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;For more information on Right to Work, please click here:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf\u0026quot;\u0026gt;Right to Work\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm\u0026quot;\u0026gt;Equal Employment Opportunity Posters\u0026lt;/a\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.eeoc.gov/publications/veterans\u0026quot;\u0026gt;Equal Opportunity Employer Veterans/Disabled\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Equal Opportunity is the Law Posting\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_English_unformattedESQA508c.pdf\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Pay Transparency Nondiscrimination Posting\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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 \u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;applicable\u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;state and federal laws.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4080109004,"name":"Business Services","child_ids":[],"parent_id":null}],"offices":[{"id":4047340004,"name":"Remote","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/peakcreditunion/jobs/5991165004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5152059004,"location":{"name":"Remote- WA \u0026 OR"},"metadata":null,"id":5991165004,"updated_at":"2026-06-04T22:54:30-04:00","requisition_id":"22221","title":"Commercial Loan Officer 3 ","company_name":"Peak Credit Union ","first_published":"2026-05-07T21:14:58-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;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\u0026quot;\u0026gt;\u0026lt;span data-ogsc=\u0026quot;rgb(23, 78, 134)\u0026quot; data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;To \u0026lt;span data-ogsc=\u0026quot;\u0026quot; data-ogsb=\u0026quot;white\u0026quot;\u0026gt;maintain a strong connection with our members and local communities and better understand their unique needs\u0026lt;/span\u0026gt;, 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\u0026lt;/span\u0026gt;\u0026lt;span data-ogsc=\u0026quot;black\u0026quot;\u0026gt;!\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;Applicants are encouraged to apply by June 8, 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Where You Will Work:\u0026lt;/strong\u0026gt; This position a remote role based in or near Southwest Washington or Portland, Oregon, with regular travel required for on- site events.\u0026lt;/span\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;(\u0026lt;a id=\u0026quot;menur11h0\u0026quot; class=\u0026quot;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\u0026quot; href=\u0026quot;https://www.peakcu.org/branches\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Branches\u0026lt;/a\u0026gt;)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Pay Range: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;The target annual pay range for this position is $\u0026lt;/span\u0026gt;117,216 -\u0026amp;nbsp;$133,200.\u0026amp;nbsp;The full annual pay range is $106,560 - $159,840.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We provide an additional $2.00 per hour bilingual differential for those employees who can support our members\u0026#39; financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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 ba\u0026lt;em\u0026gt;s\u0026lt;/em\u0026gt;ed and targets vary by role.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Overview: \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is responsible for developing, growing, and managing a portfolio of quality, member business loan relationships in support of the credit union’s strategic goals within the Washington and Oregon market areas.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026amp;nbsp;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Identifies and develops new member business loan opportunities through a variety of networking methodologies and community involvement within the credit union’s footprint.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Identifies and develops new member business loan opportunities through a variety of networking methodologies and community involvement within the credit union’s footprint.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Develops profitable and positive networks within the business community.  Assumes the responsibility for establishing and maintaining effective and professional business relationships with existing/prospective members and Centers of Influence (COI’s).\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Develops profitable and positive networks within the business community. Assumes the responsibility for establishing and maintaining effective and professional business relationships with existing/prospective members and Centers of Influence (COI’s). \u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Builds a quality member business loan portfolio, by negotiating terms and conditions within the credit union’s prescribed framework and strictly adhere to all commercial lending policies and procedures while meeting federal and state regulations.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Builds a quality member business loan portfolio, by negotiating terms and conditions within the credit union’s prescribed framework and strictly adhere to all commercial lending policies and procedures while meeting federal and state regulations. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Maintains knowledge of competitor rates, programs, terms, and conditions in order to strategically present the credit union\u0026#39;s programs.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Maintains knowledge of competitor rates, programs, terms, and conditions in order to strategically present the credit union\u0026#39;s programs. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Performs interviews and consultation with the prospective business loan member and assumes full responsibility for all aspects of the loan process, to include:  collecting and reviewing the loan application and supporting financial documentation; collaboration with the Credit Analyst to provide a thorough analysis of the loan request; review of loan documentation; perform timely periodic annual term loan and risk reviews; monitor delinquencies and surface potential concerns with weakened credits.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Performs interviews and consultation with the prospective business loan member and assumes full responsibility for all aspects of the loan process, to include: collecting and reviewing the loan application and supporting financial documentation; collaboration with the Credit Analyst to provide a thorough analysis of the loan request; review of loan documentation; perform timely periodic annual term loan and risk reviews; monitor delinquencies and surface potential concerns with weakened credits. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Meets high level monthly loan production and/or profitability goals; as well as, sales activities and outbound calling goals.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Meets high level monthly loan production and/or profitability goals; as well as, sales activities and outbound calling goals. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Maintains the strong credit quality of the credit union’s member business lending portfolio through ongoing portfolio management.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Maintains the strong credit quality of the credit union’s member business lending portfolio through ongoing portfolio management. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Support a strong relationship banking culture acting as a subject matter expert in terms of product knowledge and promotion/marketing of a broad range of TwinStar Credit Union products and services.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Support a strong relationship banking culture acting as a subject matter expert in terms of product knowledge and promotion/marketing of a broad range of Peak Credit Union\u0026#39;s products and services.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Attends and participates in all required meetings and work-related events.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Attends and participates in all required meetings and work-related events. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Maintains the use of all assigned equipment (e.g., cell phones, desktop computers, laptops, etc.) in an acceptable manner and in accordance with the credit union procedures.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Maintains the use of all assigned equipment (e.g., cell phones, desktop computers, laptops, etc.) in an acceptable manner and in accordance with the credit union procedures. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ensures that work areas are secure and well maintained in accordance to member privacy regulations and credit union requirements.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ensures that work areas are secure and well maintained in accordance to member privacy regulations and credit union requirements. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Serves as a resource and develops positive relationships with credit union internal partners; as well as, branch personnel.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Serves as a resource and develops positive relationships with credit union internal partners; as well as, branch personnel. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Complies with established State and Federal regulations as they pertain to transactions/tasks performed and completes necessary documentation and/or disclosures as required by law.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Complies with established State and Federal regulations as they pertain to transactions/tasks performed and completes necessary documentation and/or disclosures as required by law. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Acts as a mentor to commercial loan officers, assistant commercial loan officer, and other members of the department.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Acts as a mentor to commercial loan officers, assistant commercial loan officer, and other members of the department. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Performs other duties as assigned by the Regional Director of Commercial Lending.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Performs other duties as assigned by the Regional Director of Commercial Lending. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;All other duties as assigned.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;All other duties as assigned. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;When You\u0026#39;ll Be Working: \u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Monday - Friday 8:00am - 5:00pm. Full-time 40 hours a week.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026amp;nbsp;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum of seven (7) years experience in a high-volume, production-oriented, commercial lending role or equivalent position. Requires valid driver\u0026#39;s license to perform job duties.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points If You Have:\u0026amp;nbsp;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s Degree in\u0026amp;nbsp;Finance, Business, Economics or related field of study.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Certifications: Risk Management Association (RMA) Lending Certifications.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Bring:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div id=\u0026quot;sa-collpase-report_5570_5\u0026quot; class=\u0026quot;collapse sa-collapse in\u0026quot;\u0026gt;\n\u0026lt;div id=\u0026quot;jdm_tp_JDMUDFLST01\u0026quot; class=\u0026quot;form-group row margin-top20 margin-left0 margin-right15 template-fields DropBox jdm_tp_JDMUDFLST01 \u0026quot; data-fieldtype=\u0026quot;LST\u0026quot; data-fieldname=\u0026quot;JDMUDFLST01\u0026quot; data-downjdmlinkedfieldnames=\u0026quot;\u0026quot; data-upjdmlinkedfieldnames=\u0026quot;\u0026quot; data-iscamd=\u0026quot;0\u0026quot; data-camdfieldname=\u0026quot;\u0026quot; data-label=\u0026quot;\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Possess a knowledge and understanding of commercial lending guidelines, regulatory procedures, processes, and laws as they pertain to the acceptance and approval of member business loans.\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Possess a knowledge and understanding of commercial lending guidelines, regulatory procedures, processes, and laws as they pertain to the acceptance and approval of member business loans.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of federal, state and local laws, statutes, regulations codes and standards related to the area of responsibility.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with investor commercial real estate, commercial \u0026amp;amp; industrial lending, and business deposit products.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient use and understanding of Microsoft Office products (Word, Excel, Outlook) with the ability to learn and quickly adapt to new technologies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong networking and relationship management skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High level consultative selling skills, negotiation and presentation skills, with a history of successful outside sales experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish and maintain effective working relationships with area Vice Presidents, Directors, Branch Managers, and employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to make recommendations on loan pricing, terms, risk grades, evaluate the liquidation value of collateral, specify sources of repayment, assess industry business and management risks, etc.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare written requests for approval of member business loans that cover all regulatory and credit union requirements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to understand complex business loan requests, evaluate overall financial capacity of borrowers/guarantors, and identify strengths and weaknesses.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Entrepreneurial spirit with the ability to work successfully in a collaborative manner with other staff members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish program goals and objectives that support the credit union’s strategic plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to make recommendations on loan pricing, terms, risk grades, evaluate the liquidation value of collateral, specify sources of repayment, assess industry business and management risks, etc.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to generate a high volume of new loan originations and deposits, while managing a significantly sized loan portfolio.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish and maintain a good rapport with management, employees, vendors and members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong knowledge of commercial credit analysis including analysis of borrower financial statements, CRE investor real estate, C\u0026amp;amp;I lending concepts (and construction lending knowledge preferred).\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to maintain a positive attitude while actively looking for ways to helps members and co-workers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work extended hours as required or requested by management to complete assigned projects.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with and/or working knowledge of financial services loan and documentation systems (e.g. LaserPro, LOS systems, spreading software, etc.) preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Direct experience in commercial lending and/or business development within the core market area preferred.\u0026amp;nbsp;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Total Rewards:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is eligible for Full-Time Regular 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.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employees also have access to Life and AD\u0026amp;amp;D insurance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employees are able to enroll in our 401k plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full-Time Regular hired 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.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;All benefits except 401k start the first of the month following date of hire. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;For more information on E-Verify, please click here: \u0026lt;a href=\u0026quot;https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\u0026quot;\u0026gt;E-Verify Participation Poster English and Spanish\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;For more information on Right to Work, please click here:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf\u0026quot;\u0026gt;Right to Work\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm\u0026quot;\u0026gt;Equal Employment Opportunity Posters\u0026lt;/a\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.eeoc.gov/publications/veterans\u0026quot;\u0026gt;Equal Opportunity Employer Veterans/Disabled\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Equal Opportunity is the Law Posting\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_English_unformattedESQA508c.pdf\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Pay Transparency Nondiscrimination Posting\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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 \u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;applicable\u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;state and federal laws.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4080109004,"name":"Business Services","child_ids":[],"parent_id":null}],"offices":[{"id":4047340004,"name":"Remote","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/peakcreditunion/jobs/5838515004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5069297004,"location":{"name":"Roseburg, Oregon"},"metadata":null,"id":5838515004,"updated_at":"2026-06-10T19:22:58-04:00","requisition_id":"22204","title":"Financial Solutions Guide 1 (Teller)","company_name":"Peak Credit Union ","first_published":"2026-03-26T19:25:18-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;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\u0026quot;\u0026gt;\u0026lt;span data-ogsc=\u0026quot;rgb(23, 78, 134)\u0026quot; data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;To \u0026lt;span data-ogsc=\u0026quot;\u0026quot; data-ogsb=\u0026quot;white\u0026quot;\u0026gt;maintain a strong connection with our members and local communities and better understand their unique needs\u0026lt;/span\u0026gt;, 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\u0026lt;/span\u0026gt;\u0026lt;span data-ogsc=\u0026quot;black\u0026quot;\u0026gt;!\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span data-ogsc=\u0026quot;black\u0026quot;\u0026gt;\u0026lt;span data-ogsc=\u0026quot;rgb(23, 78, 134)\u0026quot; data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Applicants are encouraged to apply by June 17,\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Where You Will Work\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;: Roseburg Kline Branch: 2335 NW Kline St, Roseburg, OR 97471\u0026amp;nbsp;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;(\u0026lt;/span\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;a id=\u0026quot;menur11h0\u0026quot; class=\u0026quot;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\u0026quot; href=\u0026quot;https://www.peakcu.org/branches\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Branches\u0026lt;/a\u0026gt;). Travel is required for this position.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Pay Range: \u0026lt;/strong\u0026gt;The target hourly pay range for this position is $18.70 - $21.25. The full hourly pay range is $17.00 - $25.50.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We provide an additional $2.00 per hour bilingual differential for those employees who can support our members\u0026#39; financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Overview:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Engages members warmly and professionally, creating an environment that supports meaningful conversations and proactive discovery of financial needs.\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;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.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;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.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;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. \u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;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.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;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.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Makes outbound calls to members/customers to support outreach initiatives, relationship building, and organizational goals.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Makes outbound calls to members/customers to support outreach initiatives, relationship building, and organizational goals. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;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.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;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. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Balances cash drawer and daily transactions; assists with vault balancing, dispenser maintenance, certifications, key assignments, and cash orders under management oversight.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Balances cash drawer and daily transactions; assists with vault balancing, dispenser maintenance, certifications, key assignments, and cash orders under management oversight. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;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.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;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. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;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.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;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. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;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.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;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. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;All other duties as assigned.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;All other duties as assigned. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;When You\u0026#39;ll Be Working: \u0026lt;/strong\u0026gt;Monday- Friday: 8:45am - 5:45pm and rotating Saturdays: 9:15am - 1:45pm. Full-time 40 Hours a week.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum of one (1) year of experience interacting with customers and handling cash, or an equivalent combination of work experience.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points If You Have:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated skills including, bilingual skills, consultative sales skills to uncover member needs, make tailored recommendations, and build lasting financial relationships.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Bring:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ability to perform in an environment with frequent changes and competing demands.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to perform in an environment with frequent changes and competing demands.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Strong communication skills with the ability to engage members and build trust.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Open to feedback and respond with professionalism and dignity, delivering information to members and co-workers.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ability to continuously learn and maintain knowledge of credit union systems, processes, and compliance requirements.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to continuously learn and maintain knowledge of credit union systems, processes, and compliance requirements. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ability to problem solve and make decisions relevant to the role and experience.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to problem solve and make decisions relevant to the role and experience. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ability to embrace and promote a positive, collaborative work environment.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to embrace and promote a positive, collaborative work environment. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ability to role model our core values.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to role model our core values. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Maintain confidentiality with minimal supervision.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Maintain confidentiality with minimal supervision. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Total Rewards:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is eligible for Full-Time Regular 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.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employees also have access to Life and AD\u0026amp;amp;D insurance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employees are able to enroll in our 401k plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full-Time Regular hired 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.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;All benefits except 401k start the first of the month following date of hire. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;For more information on E-Verify, please click here: \u0026lt;a href=\u0026quot;https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\u0026quot;\u0026gt;E-Verify Participation Poster English and Spanish\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;For more information on Right to Work, please click here:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf\u0026quot;\u0026gt;Right to Work\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm\u0026quot;\u0026gt;Equal Employment Opportunity Posters\u0026lt;/a\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.eeoc.gov/publications/veterans\u0026quot;\u0026gt;Equal Opportunity Employer Veterans/Disabled\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Equal Opportunity is the Law Posting\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_English_unformattedESQA508c.pdf\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Pay Transparency Nondiscrimination Posting\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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 \u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;applicable\u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;state and federal laws.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4080139004,"name":"Roseburg Branch","child_ids":[],"parent_id":null}],"offices":[{"id":4027794004,"name":"Roseburg","location":"Roseburg, Oregon, United States","child_ids":[],"parent_id":4047339004}]},{"absolute_url":"https://job-boards.greenhouse.io/peakcreditunion/jobs/5838819004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5069346004,"location":{"name":"Vancouver, WA"},"metadata":null,"id":5838819004,"updated_at":"2026-06-01T14:19:00-04:00","requisition_id":"22205","title":"Financial Solutions Guide 2 (Teller/Loan Officer)","company_name":"Peak Credit Union ","first_published":"2026-03-26T20:11:34-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;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\u0026quot;\u0026gt;\u0026lt;span data-ogsc=\u0026quot;rgb(23, 78, 134)\u0026quot; data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;To \u0026lt;span data-ogsc=\u0026quot;\u0026quot; data-ogsb=\u0026quot;white\u0026quot;\u0026gt;maintain a strong connection with our members and local communities and better understand their unique needs\u0026lt;/span\u0026gt;, 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\u0026lt;/span\u0026gt;\u0026lt;span data-ogsc=\u0026quot;black\u0026quot;\u0026gt;!\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span data-ogsc=\u0026quot;black\u0026quot;\u0026gt;\u0026lt;span data-ogsc=\u0026quot;rgb(23, 78, 134)\u0026quot; data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Applicants are encouraged to apply by June 8, 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.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Where You Will Work\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;: Vancouver Mall Branch: 8405 Vancouver Mall Drive, Vancouver WA 98662\u0026amp;nbsp;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;(\u0026lt;/span\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;a id=\u0026quot;menur11h0\u0026quot; class=\u0026quot;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\u0026quot; href=\u0026quot;https://www.peakcu.org/branches\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Branches\u0026lt;/a\u0026gt;). Travel is required for this position.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Pay Range:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;The target hourly pay range for this position is $20.56 - $23.37. The full hourly pay range is $18.70- $28.04.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We provide an additional $2.00 per hour bilingual differential for those employees who can support our members\u0026#39; financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Overview:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position embodies Peak Credit Union’s mission and values by delivering exceptional service, building trusted\u0026amp;nbsp;relationships, and providing personalized financial solutions that empower members to achieve their\u0026amp;nbsp;goals. Through consultative guidance, accurate transactions, and thoughtful problem resolution, this\u0026amp;nbsp;role strengthens Peak’s vision to create financially secure, empowered communities. Rooted in\u0026amp;nbsp;authenticity, boldness, collaboration, dignity, and empathy, the Financial Solutions Guide 2 advances\u0026amp;nbsp;Peak’s purpose of expanding access to financial empowerment and independence, ensuring\u0026amp;nbsp;operational excellence and consistent service across the branch network.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Engages members warmly and professionally, creating an environment that supports meaningful conversations and proactive discovery of financial needs.\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Engages members warmly and professionally, creating an environment that supports\u0026amp;nbsp;meaningful conversations and proactive discovery of financial needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develops and deepens member relationships by confidently uncovering needs, presenting tailored solutions, and originating or referring products across the full suite of Peak offerings, including consumer loans, specialty accounts, protection products, and advanced digital tools.\u0026amp;nbsp;Consistently meets or exceeds assigned sales and production goals, demonstrating strong\u0026amp;nbsp;consultative selling, follow-through, and closing skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provides advanced financial guidance and empathetic problem-solving, ensuring each\u0026amp;nbsp;interaction results in improved financial confidence and expanded relationship opportunities,\u0026amp;nbsp;not only resolving concerns but actively identifying ways to add value and grow the member\u0026amp;nbsp;relationship.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensures precise execution of cash handling, vault operations, and transaction processing.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Executes complex account openings, loan applications, underwriting support, and account\u0026amp;nbsp;maintenance with accuracy and care, while positioning complementary products that align\u0026amp;nbsp;with member goals and long-term financial well-being.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Cultivates long-term member relationships through repeated follow-up, outreach, and\u0026amp;nbsp;intentional relationship management, ensuring members feel seen, supported, and guided\u0026amp;nbsp;toward responsible financial decisions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provides expert support in designated areas such as consumer lending, account portfolio\u0026amp;nbsp;growth, or business development, leveraging sales acumen and product expertise to advance\u0026amp;nbsp;branch performance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintains accurate notes on all interactions, applications, and follow-ups to ensure continuity of care, support sales tracking, and enable relationship-building across multiple channels.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partners with branch leadership to support escalations, team coaching moments, cross training, and branch-wide sales initiatives, helping elevate overall sales culture and\u0026amp;nbsp;performance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrates professionalism through ongoing skill development, active participation in training and promotional initiatives, and engagement in community events, continuously\u0026amp;nbsp;building sales capability and product mastery to support personal and branch success.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;When You\u0026#39;ll Be Working: \u0026lt;/strong\u0026gt;Monday- Friday: 8:45am - 5:45pm and rotating Saturdays: 9:15am - 1:45pm. Full-time 40 Hours a week.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum two (2) years of experience in retail banking, customer service, or financial services.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points If You Have:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bilingual skills preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;FiCEP, Financial Counseling Certification.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Bring:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ability to perform in an environment with frequent changes and competing demands.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to perform in an environment with frequent changes and competing demands.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Strong communication skills with the ability to engage members and build trust.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Strong communication skills with the ability to engage members and build trust.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ability to continuously learn and maintain knowledge of credit union systems, processes, and compliance requirements.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to continuously learn and maintain knowledge of credit union systems, processes, and compliance requirements. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ability to problem solve and make decisions relevant to the role and experience.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to problem solve and make decisions relevant to the role and experience. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ability to embrace and promote a positive, collaborative work environment.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to embrace and promote a positive, collaborative work environment. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ability to role model our core values.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to role model our core values. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Maintain confidentiality with minimal supervision.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Maintain confidentiality with minimal supervision. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Total Rewards:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is eligible for Full-Time Regular 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.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employees also have access to Life and AD\u0026amp;amp;D insurance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employees are able to enroll in our 401k plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full-Time Regular hired 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.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;All benefits except 401k start the first of the month following date of hire. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;For more information on E-Verify, please click here: \u0026lt;a href=\u0026quot;https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\u0026quot;\u0026gt;E-Verify Participation Poster English and Spanish\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;For more information on Right to Work, please click here:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf\u0026quot;\u0026gt;Right to Work\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm\u0026quot;\u0026gt;Equal Employment Opportunity Posters\u0026lt;/a\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.eeoc.gov/publications/veterans\u0026quot;\u0026gt;Equal Opportunity Employer Veterans/Disabled\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Equal Opportunity is the Law Posting\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_English_unformattedESQA508c.pdf\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Pay Transparency Nondiscrimination Posting\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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 \u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;applicable\u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;state and federal laws.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4080099004,"name":"Vancouver Mall Branch","child_ids":[],"parent_id":null}],"offices":[{"id":4047369004,"name":"Vancouver","location":"Vancouver, Washington, United States","child_ids":[],"parent_id":4047355004}]},{"absolute_url":"https://job-boards.greenhouse.io/peakcreditunion/jobs/6009607004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5160414004,"location":{"name":"Yelm, WA"},"metadata":null,"id":6009607004,"updated_at":"2026-06-05T12:35:24-04:00","requisition_id":"22240","title":"Financial Solutions Guide 2 (Teller/Loan Officer)","company_name":"Peak Credit Union ","first_published":"2026-05-29T19:08:40-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;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\u0026quot;\u0026gt;\u0026lt;span data-ogsc=\u0026quot;rgb(23, 78, 134)\u0026quot; data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;To \u0026lt;span data-ogsc=\u0026quot;\u0026quot; data-ogsb=\u0026quot;white\u0026quot;\u0026gt;maintain a strong connection with our members and local communities and better understand their unique needs\u0026lt;/span\u0026gt;, 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\u0026lt;/span\u0026gt;\u0026lt;span data-ogsc=\u0026quot;black\u0026quot;\u0026gt;!\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span data-ogsc=\u0026quot;black\u0026quot;\u0026gt;\u0026lt;span data-ogsc=\u0026quot;rgb(23, 78, 134)\u0026quot; data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Applicants are encouraged to apply by June 12, 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.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Where You Will Work\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;: \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Yelm Branch: 1105 W Yelm Ave, Yelm, WA 98597\u0026lt;/span\u0026gt; \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;(\u0026lt;/span\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;a id=\u0026quot;menur11h0\u0026quot; class=\u0026quot;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\u0026quot; href=\u0026quot;https://www.peakcu.org/branches\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Branches\u0026lt;/a\u0026gt;).\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Pay Range:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;The target hourly pay range for this position is $20.56 - $23.37. The full hourly pay range is $18.70- $28.04.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We provide an additional $2.00 per hour bilingual differential for those employees who can support our members\u0026#39; financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Overview:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position embodies Peak Credit Union’s mission and values by delivering exceptional service, building trusted\u0026amp;nbsp;relationships, and providing personalized financial solutions that empower members to achieve their\u0026amp;nbsp;goals. Through consultative guidance, accurate transactions, and thoughtful problem resolution, this\u0026amp;nbsp;role strengthens Peak’s vision to create financially secure, empowered communities. Rooted in\u0026amp;nbsp;authenticity, boldness, collaboration, dignity, and empathy, the Financial Solutions Guide 2 advances\u0026amp;nbsp;Peak’s purpose of expanding access to financial empowerment and independence, ensuring\u0026amp;nbsp;operational excellence and consistent service across the branch network.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Engages members warmly and professionally, creating an environment that supports meaningful conversations and proactive discovery of financial needs.\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Engages members warmly and professionally, creating an environment that supports\u0026amp;nbsp;meaningful conversations and proactive discovery of financial needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develops and deepens member relationships by confidently uncovering needs, presenting tailored solutions, and originating or referring products across the full suite of Peak offerings, including consumer loans, specialty accounts, protection products, and advanced digital tools.\u0026amp;nbsp;Consistently meets or exceeds assigned sales and production goals, demonstrating strong\u0026amp;nbsp;consultative selling, follow-through, and closing skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provides advanced financial guidance and empathetic problem-solving, ensuring each\u0026amp;nbsp;interaction results in improved financial confidence and expanded relationship opportunities,\u0026amp;nbsp;not only resolving concerns but actively identifying ways to add value and grow the member\u0026amp;nbsp;relationship.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensures precise execution of cash handling, vault operations, and transaction processing.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Executes complex account openings, loan applications, underwriting support, and account\u0026amp;nbsp;maintenance with accuracy and care, while positioning complementary products that align\u0026amp;nbsp;with member goals and long-term financial well-being.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Cultivates long-term member relationships through repeated follow-up, outreach, and\u0026amp;nbsp;intentional relationship management, ensuring members feel seen, supported, and guided\u0026amp;nbsp;toward responsible financial decisions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provides expert support in designated areas such as consumer lending, account portfolio\u0026amp;nbsp;growth, or business development, leveraging sales acumen and product expertise to advance\u0026amp;nbsp;branch performance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintains accurate notes on all interactions, applications, and follow-ups to ensure continuity of care, support sales tracking, and enable relationship-building across multiple channels.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partners with branch leadership to support escalations, team coaching moments, cross training, and branch-wide sales initiatives, helping elevate overall sales culture and\u0026amp;nbsp;performance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrates professionalism through ongoing skill development, active participation in training and promotional initiatives, and engagement in community events, continuously\u0026amp;nbsp;building sales capability and product mastery to support personal and branch success.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;When You\u0026#39;ll Be Working: \u0026lt;/strong\u0026gt;Monday- Friday: 8:45am - 5:45pm and rotating Saturdays: 9:15am - 1:45pm. Full-time 40 Hours a week.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum two (2) years of experience in retail banking, customer service, or financial services.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points If You Have:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bilingual skills preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;FiCEP, Financial Counseling Certification.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Bring:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ability to perform in an environment with frequent changes and competing demands.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to perform in an environment with frequent changes and competing demands.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Strong communication skills with the ability to engage members and build trust.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Strong communication skills with the ability to engage members and build trust.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ability to continuously learn and maintain knowledge of credit union systems, processes, and compliance requirements.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to continuously learn and maintain knowledge of credit union systems, processes, and compliance requirements. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ability to problem solve and make decisions relevant to the role and experience.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to problem solve and make decisions relevant to the role and experience. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ability to embrace and promote a positive, collaborative work environment.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to embrace and promote a positive, collaborative work environment. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ability to role model our core values.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to role model our core values. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Maintain confidentiality with minimal supervision.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Maintain confidentiality with minimal supervision. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Total Rewards:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is eligible for Full-Time Regular 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.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employees also have access to Life and AD\u0026amp;amp;D insurance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employees are able to enroll in our 401k plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full-Time Regular hired 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.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;All benefits except 401k start the first of the month following date of hire. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;For more information on E-Verify, please click here: \u0026lt;a href=\u0026quot;https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\u0026quot;\u0026gt;E-Verify Participation Poster English and Spanish\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;For more information on Right to Work, please click here:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf\u0026quot;\u0026gt;Right to Work\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm\u0026quot;\u0026gt;Equal Employment Opportunity Posters\u0026lt;/a\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.eeoc.gov/publications/veterans\u0026quot;\u0026gt;Equal Opportunity Employer Veterans/Disabled\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Equal Opportunity is the Law Posting\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_English_unformattedESQA508c.pdf\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Pay Transparency Nondiscrimination Posting\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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 \u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;applicable\u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;state and federal laws.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4080088004,"name":"Yelm Branch","child_ids":[],"parent_id":null}],"offices":[{"id":4047371004,"name":"Yelm","location":"Yelm, Washington, United States","child_ids":[],"parent_id":4047355004}]},{"absolute_url":"https://job-boards.greenhouse.io/peakcreditunion/jobs/5819987004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":null,"location":{"name":"OR \u0026 WA"},"metadata":null,"id":5819987004,"updated_at":"2026-03-30T09:10:12-04:00","requisition_id":null,"title":"Join Our Talent Community","company_name":"Peak Credit Union ","first_published":"2026-03-05T12:32:14-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;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\u0026quot;\u0026gt;\u0026lt;span data-ogsc=\u0026quot;rgb(23, 78, 134)\u0026quot; data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;To \u0026lt;span data-ogsc=\u0026quot;\u0026quot; data-ogsb=\u0026quot;white\u0026quot;\u0026gt;maintain a strong connection with our members and local communities and better understand their unique needs\u0026lt;/span\u0026gt;, 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\u0026lt;/span\u0026gt;\u0026lt;span data-ogsc=\u0026quot;black\u0026quot;\u0026gt;!\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;We\u0026#39;re always looking for great talent to join Peak Credit Union! If you don\u0026#39;t see an open role that\u0026#39;s a fit for your experience and career goals, we\u0026#39;d still love to hear from you.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;For more information on E-Verify, please click here: \u0026lt;a href=\u0026quot;https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\u0026quot;\u0026gt;E-Verify Participation Poster English and Spanish\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;For more information on Right to Work, please click here:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf\u0026quot;\u0026gt;Right to Work\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm\u0026quot;\u0026gt;Equal Employment Opportunity Posters\u0026lt;/a\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.eeoc.gov/publications/veterans\u0026quot;\u0026gt;Equal Opportunity Employer Veterans/Disabled\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Equal Opportunity is the Law Posting\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_English_unformattedESQA508c.pdf\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Pay Transparency Nondiscrimination Posting\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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 \u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;applicable\u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;state and federal laws.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[],"offices":[]},{"absolute_url":"https://job-boards.greenhouse.io/peakcreditunion/jobs/6004460004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5158065004,"location":{"name":"Eugene, OR"},"metadata":null,"id":6004460004,"updated_at":"2026-06-04T22:58:24-04:00","requisition_id":"22235","title":"Licensed Financial Advisor Assistant","company_name":"Peak Credit Union ","first_published":"2026-05-22T12:59:53-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;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\u0026quot;\u0026gt;\u0026lt;span data-ogsc=\u0026quot;rgb(23, 78, 134)\u0026quot; data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;To \u0026lt;span data-ogsc=\u0026quot;\u0026quot; data-ogsb=\u0026quot;white\u0026quot;\u0026gt;maintain a strong connection with our members and local communities and better understand their unique needs\u0026lt;/span\u0026gt;, 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\u0026lt;/span\u0026gt;\u0026lt;span data-ogsc=\u0026quot;black\u0026quot;\u0026gt;!\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;Applicants are encouraged to apply by June 8, 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Where You Will Work:\u0026lt;/strong\u0026gt; This is an in-person role based at\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;545 E 8th Ave, Eugene, OR 97401 (\u0026lt;a id=\u0026quot;menur11h0\u0026quot; class=\u0026quot;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\u0026quot; href=\u0026quot;https://www.peakcu.org/branches\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Branches\u0026lt;/a\u0026gt;)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Pay Range: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;The target hourly pay range for this position is $24.92 - $28.32. The full hourly pay range is $22.65 - $33.98.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;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 ba\u0026lt;em\u0026gt;sed and targets vary by role.\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Overview:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position manages all details of clients, prospects and vendors in the Client Relationship Management (CRM) system. Ensures all required disclosures and transaction documentation is complete. Interacts daily with clients, process client requests and answer basic client inquiries.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Interacts daily with clients, process client requests and answer basic client inquiries in a timely manner. Addresses inquiries to appropriate areas.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manages account setup from submission of application to client delivery, which includes preparing all paperwork, tracking account status, fulfilling missing requirements, ensuring account/policy is issued, funds are received and that the client’s file is complete for compliance needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Documents all contact and actions taken with client in CRM, including all details of clients, prospects and vendors. Reviews the CRM dashboard daily and identify items that need to be addressed and handled, confirm the task is completed and record notes in CRM.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinates the preparation of financial plans, annual or quarterly reviews and other ad-hoc client meetings material.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Discusses and organize follow-up steps with the advisors or firm principals after client meetings.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Executes equity, fixed income, mutual fund and variable annuity transactions under the direction of the firm principal or advisors. Ensures RMD’s and Advisory reviews are done annually.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Executes trades as directed by the Financial Advisors.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Files statements, client information and other related documents.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manages phone calls, faxes and emails from clients and take action needed in response to inquiry. Communicate actions taken to advisor and record in Contact Management System.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Insures that all required disclosure and transaction documentation is complete.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintains security and insurance records.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintains the client referral program by coordinating next steps and providing required advisor/principal support.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participates in the development of annual audit plans.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Populates and maintains accurate client data in client relationship management database.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepares balance sheets, investment allocation summaries, meeting agendas, charts, graphs and added services. Prepare client files for meetings with Financial Advisors.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepares and inputs data into retirement plan forms and asset allocation programs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Schedules appointments for the Financial Advisors.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sends outgoing wires.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Verifies cash balances for systematic withdrawal program.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Takes securities and insurance applications and opens securities and insurance accounts as requested.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitors continuing education requirements for advisors, principals and team members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;When You\u0026#39;ll Be Working: \u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Monday - Friday: 9:00am - 5:30pm.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;A minimum of five (5) years\u0026#39; related experience in a support role in securities, insurance, and/or financial services.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 7, Series 66 or Series 65 \u0026amp;amp; Series 63, and Insurance License.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points If You Have:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Associate degree in business or a related field.\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Bring:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;File accurately and maintain department records.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform duties accurately and with attention to detail.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of securities and insurance regulations which apply to assigned level of responsibility.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Skilled in written and oral communication.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively research job related situations and finding solutions.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Total Rewards:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is eligible for Full-Time Regular 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.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employees also have access to Life and AD\u0026amp;amp;D insurance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employees are able to enroll in our 401k plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full-Time Regular hired 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.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;All benefits except 401k start the first of the month following date of hire. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;For more information on E-Verify, please click here: \u0026lt;a href=\u0026quot;https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\u0026quot;\u0026gt;E-Verify Participation Poster English and Spanish\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;For more information on Right to Work, please click here:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf\u0026quot;\u0026gt;Right to Work\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm\u0026quot;\u0026gt;Equal Employment Opportunity Posters\u0026lt;/a\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.eeoc.gov/publications/veterans\u0026quot;\u0026gt;Equal Opportunity Employer Veterans/Disabled\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Equal Opportunity is the Law Posting\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_English_unformattedESQA508c.pdf\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Pay Transparency Nondiscrimination Posting\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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 \u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;applicable\u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;state and federal laws.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4080108004,"name":"Financial Advisors","child_ids":[],"parent_id":null}],"offices":[{"id":4027755004,"name":"Downtown","location":"Eugene, Oregon, United States","child_ids":[],"parent_id":4047339004}]},{"absolute_url":"https://job-boards.greenhouse.io/peakcreditunion/jobs/6000051004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5156462004,"location":{"name":"Yelm, Washington"},"metadata":null,"id":6000051004,"updated_at":"2026-06-04T23:01:26-04:00","requisition_id":"22232","title":"Part-Time Financial Solutions Guide 1 (Teller)","company_name":"Peak Credit Union ","first_published":"2026-05-19T13:08:34-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;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\u0026quot;\u0026gt;\u0026lt;span data-ogsc=\u0026quot;rgb(23, 78, 134)\u0026quot; data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;To \u0026lt;span data-ogsc=\u0026quot;\u0026quot; data-ogsb=\u0026quot;white\u0026quot;\u0026gt;maintain a strong connection with our members and local communities and better understand their unique needs\u0026lt;/span\u0026gt;, 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\u0026lt;/span\u0026gt;\u0026lt;span data-ogsc=\u0026quot;black\u0026quot;\u0026gt;!\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span data-ogsc=\u0026quot;black\u0026quot;\u0026gt;\u0026lt;span data-ogsc=\u0026quot;rgb(23, 78, 134)\u0026quot; data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Applicants are encouraged to apply by June 8, 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.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Where You Will Work\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;: Yelm Safeway Branch: 1109 E Yelm Ave, Yelm, Washington 98597 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;(\u0026lt;/span\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;a id=\u0026quot;menur11h0\u0026quot; class=\u0026quot;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\u0026quot; href=\u0026quot;https://www.peakcu.org/branches\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Branches\u0026lt;/a\u0026gt;).\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Pay Range:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;The target hourly pay range for this position is $18.70 - $21.25. The full hourly pay range is $17.00 - $25.50.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We provide an additional $2.00 per hour bilingual differential for those employees who can support our members\u0026#39; financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Overview:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Engages members warmly and professionally, creating an environment that supports meaningful conversations and proactive discovery of financial needs.\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;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.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;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.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;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. \u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;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.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;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.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Makes outbound calls to members/customers to support outreach initiatives, relationship building, and organizational goals.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Makes outbound calls to members/customers to support outreach initiatives, relationship building, and organizational goals. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;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.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;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. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Balances cash drawer and daily transactions; assists with vault balancing, dispenser maintenance, certifications, key assignments, and cash orders under management oversight.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Balances cash drawer and daily transactions; assists with vault balancing, dispenser maintenance, certifications, key assignments, and cash orders under management oversight. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;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.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;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.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;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. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;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.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;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. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;All other duties as assigned.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;All other duties as assigned. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;When You\u0026#39;ll Be Working: \u0026lt;/strong\u0026gt;Monday- Friday: 8:45am - 6:15pm and rotating Saturdays: 9:15am - 1:45pm. Part-Time 27.5 hours per week.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum of one (1) year of experience interacting with customers and handling cash, or an equivalent combination of work experience.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points If You Have:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated skills including, bilingual skills, consultative sales skills to uncover member needs, make tailored recommendations, and build lasting financial relationships.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Bring:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ability to perform in an environment with frequent changes and competing demands.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to perform in an environment with frequent changes and competing demands.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Strong communication skills with the ability to engage members and build trust.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Open to feedback and respond with professionalism and dignity, delivering information to members and co-workers.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ability to continuously learn and maintain knowledge of credit union systems, processes, and compliance requirements.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to continuously learn and maintain knowledge of credit union systems, processes, and compliance requirements. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ability to problem solve and make decisions relevant to the role and experience.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to problem solve and make decisions relevant to the role and experience. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ability to embrace and promote a positive, collaborative work environment.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to embrace and promote a positive, collaborative work environment. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ability to role model our core values.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to role model our core values. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Maintain confidentiality with minimal supervision.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Maintain confidentiality with minimal supervision. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Total Rewards:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026amp;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.\u0026amp;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).\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;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\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;For more information on E-Verify, please click here: \u0026lt;a href=\u0026quot;https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\u0026quot;\u0026gt;E-Verify Participation Poster English and Spanish\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;For more information on Right to Work, please click here:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf\u0026quot;\u0026gt;Right to Work\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm\u0026quot;\u0026gt;Equal Employment Opportunity Posters\u0026lt;/a\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.eeoc.gov/publications/veterans\u0026quot;\u0026gt;Equal Opportunity Employer Veterans/Disabled\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Equal Opportunity is the Law Posting\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_English_unformattedESQA508c.pdf\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Pay Transparency Nondiscrimination Posting\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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 \u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;applicable\u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;state and federal laws.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4080101004,"name":"Yelm In-Store","child_ids":[],"parent_id":null}],"offices":[{"id":4047372004,"name":"Yelm Safeway","location":"Yelm, Washington, United States","child_ids":[],"parent_id":4047355004}]},{"absolute_url":"https://job-boards.greenhouse.io/peakcreditunion/jobs/6015726004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5163097004,"location":{"name":"North Bend, OR"},"metadata":null,"id":6015726004,"updated_at":"2026-06-09T20:53:10-04:00","requisition_id":"22243","title":"Part-Time Financial Solutions Guide 1 (Teller)","company_name":"Peak Credit Union ","first_published":"2026-06-09T20:43:36-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;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\u0026quot;\u0026gt;\u0026lt;span data-ogsc=\u0026quot;rgb(23, 78, 134)\u0026quot; data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;To \u0026lt;span data-ogsc=\u0026quot;\u0026quot; data-ogsb=\u0026quot;white\u0026quot;\u0026gt;maintain a strong connection with our members and local communities and better understand their unique needs\u0026lt;/span\u0026gt;, 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\u0026lt;/span\u0026gt;\u0026lt;span data-ogsc=\u0026quot;black\u0026quot;\u0026gt;!\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span data-ogsc=\u0026quot;black\u0026quot;\u0026gt;\u0026lt;span data-ogsc=\u0026quot;rgb(23, 78, 134)\u0026quot; data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Where You Will Work\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;: North Bend Branch: 2470 Tremont St., North Bend, OR 97459 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;(\u0026lt;/span\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;a id=\u0026quot;menur11h0\u0026quot; class=\u0026quot;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\u0026quot; href=\u0026quot;https://www.peakcu.org/branches\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Branches\u0026lt;/a\u0026gt;).\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Pay Range:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;The target hourly pay range for this position is $18.70 - $21.25. The full hourly pay range is $17.00 - $25.50.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;We provide an additional $2.00 per hour bilingual differential for those employees who can support our members\u0026#39; financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Overview:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Engages members warmly and professionally, creating an environment that supports meaningful conversations and proactive discovery of financial needs.\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;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.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;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.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;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. \u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;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.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;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.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Makes outbound calls to members/customers to support outreach initiatives, relationship building, and organizational goals.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Makes outbound calls to members/customers to support outreach initiatives, relationship building, and organizational goals. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;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.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;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. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Balances cash drawer and daily transactions; assists with vault balancing, dispenser maintenance, certifications, key assignments, and cash orders under management oversight.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Balances cash drawer and daily transactions; assists with vault balancing, dispenser maintenance, certifications, key assignments, and cash orders under management oversight. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;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.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;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.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;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. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;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.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;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. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;All other duties as assigned.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;All other duties as assigned. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;When You\u0026#39;ll Be Working: \u0026lt;/strong\u0026gt;Monday- Friday: 8:45am - 5:45pm and rotating Saturdays: 9:15am - 1:45pm. Part-Time 31 hours per week.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum of one (1) year of experience interacting with customers and handling cash, or an equivalent combination of work experience.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points If You Have:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated skills including, bilingual skills, consultative sales skills to uncover member needs, make tailored recommendations, and build lasting financial relationships.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Bring:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ability to perform in an environment with frequent changes and competing demands.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to perform in an environment with frequent changes and competing demands.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Strong communication skills with the ability to engage members and build trust.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Open to feedback and respond with professionalism and dignity, delivering information to members and co-workers.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ability to continuously learn and maintain knowledge of credit union systems, processes, and compliance requirements.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to continuously learn and maintain knowledge of credit union systems, processes, and compliance requirements. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ability to problem solve and make decisions relevant to the role and experience.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to problem solve and make decisions relevant to the role and experience. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ability to embrace and promote a positive, collaborative work environment.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to embrace and promote a positive, collaborative work environment. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Ability to role model our core values.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Ability to role model our core values. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;description DropBox clear-both margin-bottom10\u0026quot; data-label=\u0026quot;Maintain confidentiality with minimal supervision.\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;fieldValue font-semibold\u0026quot;\u0026gt;Maintain confidentiality with minimal supervision. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;timespentchecked\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Total Rewards:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026amp;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.\u0026amp;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).\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;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\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;For more information on E-Verify, please click here: \u0026lt;a href=\u0026quot;https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\u0026quot;\u0026gt;E-Verify Participation Poster English and Spanish\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;For more information on Right to Work, please click here:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf\u0026quot;\u0026gt;Right to Work\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm\u0026quot;\u0026gt;Equal Employment Opportunity Posters\u0026lt;/a\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.eeoc.gov/publications/veterans\u0026quot;\u0026gt;Equal Opportunity Employer Veterans/Disabled\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Equal Opportunity is the Law Posting\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_English_unformattedESQA508c.pdf\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Pay Transparency Nondiscrimination Posting\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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 \u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;applicable\u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;state and federal laws.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4080137004,"name":"North Bend Branch","child_ids":[],"parent_id":null}],"offices":[{"id":4027792004,"name":"North Bend","location":"North Bend, Oregon, United States","child_ids":[],"parent_id":4047339004}]},{"absolute_url":"https://job-boards.greenhouse.io/peakcreditunion/jobs/6004714004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5158187004,"location":{"name":"Remote - WA"},"metadata":null,"id":6004714004,"updated_at":"2026-06-05T19:51:16-04:00","requisition_id":"22236","title":"Treasury Management Officer","company_name":"Peak Credit Union ","first_published":"2026-05-22T16:58:30-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;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\u0026quot;\u0026gt;\u0026lt;span data-ogsc=\u0026quot;rgb(23, 78, 134)\u0026quot; data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;To \u0026lt;span data-ogsc=\u0026quot;\u0026quot; data-ogsb=\u0026quot;white\u0026quot;\u0026gt;maintain a strong connection with our members and local communities and better understand their unique needs\u0026lt;/span\u0026gt;, 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\u0026lt;/span\u0026gt;\u0026lt;span data-ogsc=\u0026quot;black\u0026quot;\u0026gt;!\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;Applicants are encouraged to apply by June 9, 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Where You Will Work: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;This is a remote position based in or near Lacey, WA, with regular travel required to Washington branch locations. (\u0026lt;a href=\u0026quot;https://www.peakcu.org/branches\u0026quot;\u0026gt;Branches\u0026lt;/a\u0026gt;)\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Pay Range: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;The target annual pay range for this position is $75,856 - $86,200. The full annual pay range is $68,960 - $103,440.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;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 ba\u0026lt;em\u0026gt;sed and targets vary by role.\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Overview: \u0026lt;/strong\u0026gt;This position is r\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;esponsible for driving deposit growth, fee income, and member satisfaction for Peak Credit Union’s Business Services division. Includes developing new treasury management relationships, expanding and retaining existing member relationships, and serving as a trusted advisor by delivering tailored cash management and payment solutions. Partners closely with Commercial Loan Officers, Small Business Development Officers, and internal teams to provide consultative sales, implementation support, ongoing relationship management, and subject-matter expertise across the credit union’s suite of treasury products and services.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develops and executes a treasury management sales strategy focused on new business acquisition and deepening existing member relationships.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conducts in-person and virtual sales calls, needs assessments, and on-site evaluations for prospective and existing business members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintains a strong pipeline of opportunities and consistently meets or exceeds deposit and fee income/revenue goals.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepares and delivers tailored treasury management proposals, pricing recommendations, and presentations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leads the full treasury management sales cycle, including discovery, proposal development, implementation coordination, and onboarding support.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serves as a key contributor to the continued build-out, enhancement, and evolution of the Credit Union’s treasury management product suite, providing frontline insight into member needs, competitive gaps, and market trends.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partners with Business Services leadership, digital banking, operations, risk, IT, and vendor partners to identify, evaluate, and recommend new treasury products, services, and technology enhancements that support business member growth and operational efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serves as the primary treasury management advisor for assigned business members, ensuring solutions continue to align with their operational and financial needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinates calling efforts with Commercial Loan Officers and other internal partners to identify cross-selling opportunities and provide holistic financial solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conducts periodic account reviews, including transaction activity, limits (ACH, wires, RDC), and service utilization.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supports members with the set-up and ongoing use of treasury management services both remotely and on-site, as needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assesses operational and risk considerations related to treasury management services in collaboration with internal partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Represents Peak Credit Union in the community at business networking events, trade shows, and treasury-related industry functions as appropriate.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintains strong awareness of treasury management trends, competitor offerings, and industry best practices.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;When You\u0026#39;ll Be Working: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;Monday through Friday during standard business hours, with flexibility to work varying hours as needed. Regular travel to branch locations is required.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span lang=\u0026quot;EN-US\u0026quot;\u0026gt;Minimum of three (3) years’ experience in treasury management, cash management, business banking, or a related financial services role.\u0026lt;/span\u0026gt;\u0026lt;span lang=\u0026quot;EN-US\u0026quot;\u0026gt; Would lean more on previous experience than on the bachelor\u0026#39;s degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Finance, Business, or a related field of study.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points If You Have:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Certified Treasury Professional (CTP) designation\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Bring:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong working knowledge of treasury management, cash management, digital banking, and deposit products and services.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated success in consultative business-to-business sales and relationship management.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to clearly articulate complex financial solutions in a member-friendly manner.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical, problem-solving, and organizational skills with close attention to detail.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to manage multiple priorities in a fast-paced, relationship-driven environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written, verbal, and interpersonal communication skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborative mindset with the ability to work effectively across teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior experience working with small-to-mid-sized businesses strongly preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel locally for member meetings, on-site implementations, and business development activities. Valid driver’s license required.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Total Rewards:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is eligible for Full-Time Regular 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.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employees also have access to Life and AD\u0026amp;amp;D insurance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employees are able to enroll in our 401k plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full-Time Regular hired 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.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;All benefits except 401k start the first of the month following date of hire. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;For more information on E-Verify, please click here: \u0026lt;a href=\u0026quot;https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\u0026quot;\u0026gt;E-Verify Participation Poster English and Spanish\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;For more information on Right to Work, please click here:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf\u0026quot;\u0026gt;Right to Work\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm\u0026quot;\u0026gt;Equal Employment Opportunity Posters\u0026lt;/a\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.eeoc.gov/publications/veterans\u0026quot;\u0026gt;Equal Opportunity Employer Veterans/Disabled\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Equal Opportunity is the Law Posting\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_English_unformattedESQA508c.pdf\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Pay Transparency Nondiscrimination Posting\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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 \u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;applicable\u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;state and federal laws.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4080109004,"name":"Business Services","child_ids":[],"parent_id":null}],"offices":[{"id":4047340004,"name":"Remote","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/peakcreditunion/jobs/6004795004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5158223004,"location":{"name":"Remote - OR"},"metadata":null,"id":6004795004,"updated_at":"2026-06-05T19:50:29-04:00","requisition_id":"22237","title":"Treasury Management Officer","company_name":"Peak Credit Union ","first_published":"2026-05-22T17:15:23-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;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\u0026quot;\u0026gt;\u0026lt;span data-ogsc=\u0026quot;rgb(23, 78, 134)\u0026quot; data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;To \u0026lt;span data-ogsc=\u0026quot;\u0026quot; data-ogsb=\u0026quot;white\u0026quot;\u0026gt;maintain a strong connection with our members and local communities and better understand their unique needs\u0026lt;/span\u0026gt;, 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\u0026lt;/span\u0026gt;\u0026lt;span data-ogsc=\u0026quot;black\u0026quot;\u0026gt;!\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;Applicants are encouraged to apply by June 9, 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Where You Will Work: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;This is a remote position based in or near Eugene, OR, with regular travel to branch locations across Oregon.\u0026amp;nbsp;(\u0026lt;a href=\u0026quot;https://www.peakcu.org/branches\u0026quot;\u0026gt;Branches\u0026lt;/a\u0026gt;)\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Pay Range: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;The target annual pay range for this position is $75,856 - $86,200. The full annual pay range is $68,960 - $103,440.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;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 ba\u0026lt;em\u0026gt;sed and targets vary by role.\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Overview: \u0026lt;/strong\u0026gt;This position is r\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;esponsible for driving deposit growth, fee income, and member satisfaction for Peak Credit Union’s Business Services division. Includes developing new treasury management relationships, expanding and retaining existing member relationships, and serving as a trusted advisor by delivering tailored cash management and payment solutions. Partners closely with Commercial Loan Officers, Small Business Development Officers, and internal teams to provide consultative sales, implementation support, ongoing relationship management, and subject-matter expertise across the credit union’s suite of treasury products and services.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develops and executes a treasury management sales strategy focused on new business acquisition and deepening existing member relationships.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conducts in-person and virtual sales calls, needs assessments, and on-site evaluations for prospective and existing business members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintains a strong pipeline of opportunities and consistently meets or exceeds deposit and fee income/revenue goals.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepares and delivers tailored treasury management proposals, pricing recommendations, and presentations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leads the full treasury management sales cycle, including discovery, proposal development, implementation coordination, and onboarding support.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serves as a key contributor to the continued build-out, enhancement, and evolution of the Credit Union’s treasury management product suite, providing frontline insight into member needs, competitive gaps, and market trends.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partners with Business Services leadership, digital banking, operations, risk, IT, and vendor partners to identify, evaluate, and recommend new treasury products, services, and technology enhancements that support business member growth and operational efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serves as the primary treasury management advisor for assigned business members, ensuring solutions continue to align with their operational and financial needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinates calling efforts with Commercial Loan Officers and other internal partners to identify cross-selling opportunities and provide holistic financial solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conducts periodic account reviews, including transaction activity, limits (ACH, wires, RDC), and service utilization.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supports members with the set-up and ongoing use of treasury management services both remotely and on-site, as needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assesses operational and risk considerations related to treasury management services in collaboration with internal partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Represents Peak Credit Union in the community at business networking events, trade shows, and treasury-related industry functions as appropriate.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintains strong awareness of treasury management trends, competitor offerings, and industry best practices.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;When You\u0026#39;ll Be Working: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;Monday through Friday during standard business hours, with flexibility to work varying hours as needed. Regular travel to branch locations is required.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span lang=\u0026quot;EN-US\u0026quot;\u0026gt;Minimum of three (3) years’ experience in treasury management, cash management, business banking, or a related financial services role.\u0026lt;/span\u0026gt;\u0026lt;span lang=\u0026quot;EN-US\u0026quot;\u0026gt; Would lean more on previous experience than on the bachelor\u0026#39;s degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Finance, Business, or a related field of study.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points If You Have:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Certified Treasury Professional (CTP) designation\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Bring:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong working knowledge of treasury management, cash management, digital banking, and deposit products and services.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated success in consultative business-to-business sales and relationship management.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to clearly articulate complex financial solutions in a member-friendly manner.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical, problem-solving, and organizational skills with close attention to detail.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to manage multiple priorities in a fast-paced, relationship-driven environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written, verbal, and interpersonal communication skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborative mindset with the ability to work effectively across teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior experience working with small-to-mid-sized businesses strongly preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel locally for member meetings, on-site implementations, and business development activities. Valid driver’s license required.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Total Rewards:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is eligible for Full-Time Regular 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.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employees also have access to Life and AD\u0026amp;amp;D insurance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employees are able to enroll in our 401k plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full-Time Regular hired 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.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;All benefits except 401k start the first of the month following date of hire. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;For more information on E-Verify, please click here: \u0026lt;a href=\u0026quot;https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\u0026quot;\u0026gt;E-Verify Participation Poster English and Spanish\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;For more information on Right to Work, please click here:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf\u0026quot;\u0026gt;Right to Work\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm\u0026quot;\u0026gt;Equal Employment Opportunity Posters\u0026lt;/a\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.eeoc.gov/publications/veterans\u0026quot;\u0026gt;Equal Opportunity Employer Veterans/Disabled\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Equal Opportunity is the Law Posting\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_English_unformattedESQA508c.pdf\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Pay Transparency Nondiscrimination Posting\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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 \u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;applicable\u0026lt;/em\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;state and federal laws.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4080109004,"name":"Business Services","child_ids":[],"parent_id":null}],"offices":[{"id":4047340004,"name":"Remote","location":null,"child_ids":[],"parent_id":null}]}],"meta":{"total":13}}