Delivery Onboarding Representative

Job not on LinkedIn

🕒 August 6

🌲 Oregon, Washington – Remote

🌲 Oregon – Remote ☕ Washington – Remote

💵 $18 - $28 / hour

⏰ Full Time

🟢 Junior

🚫👨‍🎓 No degree required

👻 Ghost score 32%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Peak Credit Union

WebsiteLinkedInAll Job Openings

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.

📋 Description

• Open new consumer and small business accounts and memberships through digital platforms • Identify consumer lending opportunities and refer small business lending opportunities • Conduct proactive outbound calls to members and indirect members • Onboard new and indirect members and assist with digital account setup, maintenance, and service needs • Cross-sell products and services aligned with members’ financial needs • Use digital tools and members’ preferred communication channels • Interview members to identify sales and service opportunities for loans, deposits, and other financial services • Explain digital and traditional financial services, overcome objections, and recommend suitable products • Build long-term member relationships through follow-up and future sales pipelines • Support members who prefer or are unable to visit branches through digital account maintenance • Refer members to Investments, Business Services, Insurance, and Lending • Ensure compliance with state and federal regulations and complete required reports, including SARs, CTRs, and OFAC reports • Work Monday–Friday, 7:45 AM–5:30 PM, with rotating Saturdays, 9:15 AM–2:00 PM • Perform other duties as assigned

🎯 Requirements

• Minimum one (1) year of customer service and sales experience within a financial services or retail environment • Experience working in a lending environment and opening new accounts (bonus) • Strong interpersonal skills and excellent customer service • Ability to understand new and existing information for problem-solving and decision-making • Effective profiling skills to uncover members’ financial needs • Must reside in Washington or Oregon • Must meet employment eligibility requirements in the United States

🏖️ Benefits

• Medical, dental, vision, and life insurance coverage • Medical, Dental, and Vision insurance paid 100% by the company for employee-only coverage • 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 accrued monthly • 8 hours of sick leave accrued monthly • 11 paid holidays • 1 floating holiday • 16 hours of self-care time • 16 hours of volunteer time • Performance-based compensation incentives