Peak Credit Union
The Financial Solutions Guide 1 role at Peak Credit Union focuses on delivering exceptional member experiences by building lasting relationships and helping individuals achieve their financial goals. This position involves processing transactions, resolving inquiries, and proactively promoting credit union products to meet member needs. The role requires strong consultative sales skills, attention to detail, and a commitment to maintaining confidentiality and compliance.
Peak Credit Union empowers 250K+ members with smart banking, expert guidance, and a promise to build stronger communities together.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Peak Credit Union.
21% below the average for this role