Delivery Onboarding Representative

Job not on LinkedIn

🔥 0 minutes ago

🌲 Oregon, Washington – Remote

🌲 Oregon – Remote ☕ Washington – Remote

💵 $18 - $28 / hour

⏰ Full Time

🟢 Junior

🚫👨‍🎓 No degree required

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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 to the Virtual Delivery Officer • Conduct proactive outbound calls to members and indirect members • Onboard new and indirect members, assisting with digital account setup, maintenance, and service needs • Cross-sell products and services aligned with members' financial needs and develop customized follow-up plans • Use digital tools to communicate through members' preferred channels • Interview members to maximize sales and service opportunities for loans, deposits, and other financial services • Explain digital and traditional financial services, overcome objections, and recommend appropriate products and services • Build long-term member relationships through follow-up across various channels • Support members who prefer or are unable to visit branches with account maintenance through digital channels • Refer members to Investments, Business Services, Insurance, and Lending • Ensure compliance with state and federal regulations and complete required reports, including Suspicious Activity Reports, Currency Transaction Reports, and OFAC reports • Perform other duties as assigned

🎯 Requirements

• Minimum 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 • Strong interpersonal skills and ability to deliver excellent customer service • Ability to actively learn and apply new and existing information to problem-solving and decision-making • Effective profiling skills to uncover members' financial needs • Candidates must reside in Washington or Oregon

🏖️ Benefits

• Performance-based compensation incentives • Full-Time Regular benefits • Medical, dental, vision, and life insurance coverage • Medical, Dental, and Vision insurance option 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 • 401k 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