To maintain a strong connection with our members and local communities and better understand their unique needs, we are currently considering applications from candidates residing in Oregon and Washington for all open positions. We appreciate your understanding as we focus our hiring efforts in these specific regions. And, we encourage all qualified candidates from these states to apply, as we look forward to learning more about your unique skills and experience!
This position partners with Branch Manager to oversee sales and branch operations while assisting in the direct delivery of services to members. Handles daily operational tasks and ensures member service levels are met or exceeded. Leads branch team to deliver consistently high-quality sales and service by attracting new members and deepening relationships with current members. Mitigates branch controls and risk by adhering to required operational processes, standards, and regulations.
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Handles and oversees daily operations of branch, including cash and vault balancing, negotiable items, and audits.
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Partners with other business units to resolve member issues or grow member relationships; actively participates in cross-functional meetings.
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Maintains a thorough and comprehensive understanding of all retail products and services and sufficient knowledge of all credit union services to make effective referrals to other business lines.
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Engages with members by greeting, personalizing interactions, uncovering financial needs, making recommendations for financial services, and providing timely follow-up.
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Maintains and enforces systems, policies, procedures, and productivity standards.
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Understands and complies with federal and state regulations relating to financial products and services as well as credit union policies and procedures and regulations pertaining to the Bank Secrecy Act (BSA).
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Resolves or makes decisions related to the service and operational functions within their authority.
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Seeks opportunities to grow branch assets and membership through community outreach, networking, and business development.
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Partners with the Branch Manager while conducting employment interviews and making hiring decisions or recommendations.
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Trains and develops branch staff to provide high-level, consistent service to members while creating a relationship-based sales and service culture at the branch. Resolves employee problems and performance issues timely.
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Works in partnership with Branch Manager to coach, lead and motivate retail branch employees to meet or exceed sales goals and service standards.
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Performs all duties of a Member Service Specialist 2.
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All other duties as assigned.
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.
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.
For more information on E-Verify, please click here: E-Verify Participation Poster English and Spanish
For more information on Right to Work, please click here: Right to Work
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. Equal Employment Opportunity Posters
If you’d like to view a copy of the company’s affirmative action plan or policy statement, please email Careers@peakcu.org. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail Careers@peakcu.org. This email is created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response.
Equal Opportunity Employer Veterans/Disabled
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Pay Transparency Nondiscrimination Posting
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 applicable state and federal laws.