
201 - 500 employees
🛡️ Insurance
💼 Consulting
🏦 Banking
Insurance • Consulting • Banking
Peak Credit Union is a member-owned credit union based in Olympia, Washington that offers a broad range of consumer and business financial services. It provides checking and savings accounts, credit cards, mortgages, auto and personal loans, business banking and lending, investment and insurance services, digital banking tools, and community-focused programs such as scholarships and financial education. The institution emphasizes accessibility, competitive rates, and local member support.
🔥 10 minutes ago
🌲 Oregon, Washington – Remote
💵 $17 - $25 / hour
⏰ Full Time
🟢 Junior
📞 Call Center Representative
🚫👨🎓 No degree required
👻 Ghost score 0%
🗣️🇪🇸 Spanish Required
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201 - 500 employees
🛡️ Insurance
💼 Consulting
🏦 Banking
Insurance • Consulting • Banking
Peak Credit Union is a member-owned credit union based in Olympia, Washington that offers a broad range of consumer and business financial services. It provides checking and savings accounts, credit cards, mortgages, auto and personal loans, business banking and lending, investment and insurance services, digital banking tools, and community-focused programs such as scholarships and financial education. The institution emphasizes accessibility, competitive rates, and local member support.
• Establish professional, quality-based member relationships focused on meeting members’ financial needs • Promote a service culture by recommending credit union products and services • Serve as a liaison between members and the credit union in accordance with policies and procedures • Greet and assist members and potential members by phone • Process and record member transactions including withdrawals, loan payments, wire transfers, and money transfers • Answer inquiries about statements, share withdrawals, and loan payoffs • Provide online banking technical support, setup, troubleshooting, and self-help guidance • Follow member identification, security, and fraud detection procedures, including processing high-risk transactions • Identify sales opportunities, introduce loan programs, and offer applicable products and services • Work toward production and referral goals and participate in sales and marketing initiatives • Perform other duties as assigned
• Minimum six (6) months experience in a sales or customer service environment • Fluent in Spanish • In-depth knowledge of credit union products, services, policies, procedures, and systems such as Symitar • Experience managing difficult customer interactions and resolving member issues • Ability to cross-sell products and services and address member account issues • Ability to set and achieve program goals, manage work under pressure, and meet deadlines • Contact Center or financial institution experience preferred
• Additional $2.00 per hour bilingual differential, subject to verification of strong grasp of financial terms • Performance-based compensation incentives • Medical, dental, and vision insurance, with 100% company-paid employee-only coverage option • Health Care FSA (HCFSA) • Health Savings Account (HSA) with employer contributions • Dependent Care FSA (DCFSA) • Life and AD&D insurance • 401(k) plan • 8 hours of vacation and 8 hours of sick leave accrued monthly • 11 paid holidays • 1 floating holiday • 16 hours of self-care time • 16 hours of volunteer time
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