Peak Credit Union
The Financial Solutions Guide 2 at Peak Credit Union provides personalized financial solutions and consultative guidance to members, handling transactions, loan applications, and product referrals while building trusted relationships. The role focuses on delivering exceptional service, meeting sales goals, and supporting the community through financial empowerment.
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.
13% below the average for this role