or apply directly on Peak Credit Union 's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 14 days Peak Credit Union 's roles stay open a median of 14 days
- Reposted
- No
- Salary listed
- Yes 90% of Peak Credit Union 's roles list one
- Ghost-job risk at Peak Credit Union
- moderate 6 stale, 2 reposted of 21 open
- Hiring momentum
- 36 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Peak Credit Union 's own greenhouse board since 2026-08-03. Full hiring picture for Peak Credit Union .
About this role
The Financial Solutions Guide 2 at Peak Credit Union is responsible for delivering exceptional service to members by understanding their financial needs and providing personalized solutions. Daily tasks include engaging with members, conducting financial transactions, offering tailored products, and maintaining accurate records. The role also involves building long-term relationships with members and collaborating with branch leadership to enhance sales culture and performance.
- benefits
- 3/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 5/5
- pay transparency
- 5/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Peak Credit Union as an employer.
What you need
- Minimum two (2) years of experience in retail banking, customer service, or financial services.
- Strong communication skills with the ability to engage members and build trust.
- Ability to problem solve and make decisions relevant to the role and experience.
- Ability to embrace and promote a positive, collaborative work environment.
- Ability to maintain confidentiality with minimal supervision.
Nice to have
- Bilingual skills preferred.
- FiCEP, Financial Counseling Certification.
What you get
- Medical, dental, vision and life insurance coverage.
- Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).
- Life and AD&D insurance.
- 401k plan enrollment for employees after 60 days of employment.
- 8 hours of vacation and 8 hours of sick leave accrued monthly.
- 11 paid holidays, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time.
Worth weighing
- Position requires engagement with members in a consultative selling environment.
- Bilingual differential pay is available but requires verification of language skills.
- Role involves meeting sales and production goals which may add pressure.
- Work schedule includes rotating Saturdays.
Summarised from Peak Credit Union 's posting. Read the full original.
Listed by Peak Credit Union on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
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