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Contact Center Multi-Channel Specialist

Role overview

Qualifications

  • Minimum one (1) years' experience in a high-volume Contact Center environment
  • In-depth knowledge of credit union products, services, policies, procedures, and systems like Symitar
  • Excellent communication skills, including active listening and questioning
  • Proficient in managing difficult customer interactions

Responsibilities

  • Engages with members across multiple communication channels delivering professional service
  • Manages multiple types of interactions, balancing calls and real-time chat sessions
  • Provides technical support for online banking and assists with account issues
  • Identifies sales and service opportunities across all communication channels

Key facts

Other skills

  • Customer Service
  • Financial Literacy
  • Communication
  • Problem Solving
  • Decision Making
  • Adaptability
  • Active Listening
  • Teamwork
  • Relationship Management

About the company

Peak Credit Union logo

Peak Credit Union

Peak Credit Union proudly serves over 250,000 members with 35 branches across Oregon and Washington and powerful digital banking tools to meet our members wherever they are. From everyday financial services to long-term planning, we offer the products, guidance, and support to help our members set and achieve meaningful goals. Formed in 2025 through the merger of TwinStar Credit Union and Northwest Community Credit Union, Peak carries a legacy that stretches back to 1938. Rooted in teachers and wood products, our foundation is built by people dedicated to building a brighter future, board by board, lesson by lesson. Our vision for the future is to build communities where all feel financially secure and empowered to reach their dreams. At Peak, building community isn’t just a belief — it’s a promise. Peak Credit Union. Built for you. Built for belonging. Insured by NCUA and Equal Housing Opportunity.

Company details

Company size201 - 500

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Job description

To maintain a strong connection with our members and local communities and better understand their unique needs, we are currently considering applications from candidates residing in Oregon and Washington for all open positions. We appreciate your understanding as we focus our hiring efforts in these specific regions. And, we encourage all qualified candidates from these states to apply, as we look forward to learning more about your unique skills and experience!

Applicants are encouraged to apply by July 3, 2026, at 5:00 PM PST. Job postings are subject to close early or extend longer than the anticipated closing date. We recommend applying as soon as possible.

Where You Will Work: Remote role open to candidates residing in Washington (WA) or Oregon (OR). (Branches)

Pay Range: The target hourly pay range for this position is $20.56 - $23.37. The full hourly pay range is $18.69- $28.04.

  • We provide an additional $2.00 per hour bilingual differential for those employees who can support our members' financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset.
  • Compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer of employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.

Job Overview:

This position establishes professional and quality-based member relationships focused on meeting the financial needs of each member. Promotes a service culture by actively recommending all credit union products and services while effectively meeting the member’s needs in all member channels including calls, chats, and secure messages. Acts as a liaison for the member and the credit union, in conformance with established policies and procedures. Assists members regarding their financial matters while promoting the credit union’s philosophy and objectives. 

What You’ll Do: 

  • Engages with members and potential members across multiple communication channels (calls, chats, secure messages), delivering courteous, professional, and timely service tailored to each channel's specific demands.  
  • Manages multiple types of interactions simultaneously, efficiently balancing inbound calls, real-time chat sessions, and secure messaging conversations to handle a variety of member transactions, including withdrawals, loan payments, wire transfers, and money transfers. Maintains fluency in credit union products and services to offer consistent support across channels.  
  • Adapts communication style to suit the medium (voice vs. text), ensuring clarity and accuracy when addressing member inquiries related to statements, share withdrawals, and loan payoffs in both written and verbal forms.  
  • Provides technical support for online banking and other digital services, offering comprehensive troubleshooting through various member channels. This includes assisting with setup and providing guidance via text-based platforms (e.g., chat and secure messages), where interpretation and communication skills must be sharper due to the absence of vocal cues.  
  • Adheres to security protocols, ensuring accurate member identification by following the Member Identification Program (MIP) and established security procedures. Demonstrates heightened awareness of fraud detection and high-risk transactions when managing non-verbal interactions, which may lack the immediacy of voice confirmations.  
  • Identifies sales and service opportunities across all communication channels by analyzing member behavior and needs, introducing loan programs, and recommending relevant products/services regardless of the channel's format.  
  • Meets or exceeds production and referral goals while handling multiple channels and adapting sales strategies to fit different communication styles, ensuring seamless integration of Sales and Marketing initiatives across calls, chats, and secure messages.  
  • Maintains high efficiency and responsiveness across platforms, ensuring that all forms of communication (calls, chats, secure messages) are addressed promptly and professionally.  
  • All other duties as assigned.  

When You’ll Be Working: Monday–Friday, 7:45 AM–6:00 PM, with rotating Saturdays from 9:30 AM–2:00 PM. Full-time, 40 hours per week.

Qualifications: 

  • Minimum one (1) years' experience in a high-volume Contact Center environment.

Bonus Points If You Have: 

  • Experience in a financial institution preferred.

What You’ll Bring:

  • In-depth knowledge of credit union products, services, policies, procedures, and systems like Symitar, and awareness of competitor offerings.  
  • Proficient in managing difficult customer interactions and resolving member issues effectively and courteously.  
  • Excellent communication skills, including active listening, questioning, and maintaining positive relationships with members, co-workers, and management.  
  • Proactive in seeking opportunities to assist members and co-workers, and in learning new information to enhance problem-solving and decision-making capabilities.  
  • Ability to cross-sell products and services, effectively address member account issues, and maintain positive and professional member relationships.
  • Capable of setting and achieving program goals that align with the credit union's strategic plan, and managing work under pressure while meeting deadlines. 

Total Rewards: 

This position is eligible for benefits. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage. We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA). Employees also have access to Life and AD&D insurance. Part-time employees will accrue time off on the same schedule as full-time employees with the accruals pro-rated based on their scheduled FTE and the following guidelines. Employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time (may be prorated based on hire date in the initial calendar year).

All benefits except 401k start the first of the month after 30 days of employment. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment

 

Peak Credit Union participates in E-Verify. We use E-Verify to confirm the identity and employment eligibility of all persons hired to work in the United States.

For more information on E-Verify, please click here: E-Verify Participation Poster English and Spanish

For more information on Right to Work, please click here: Right to Work

For more information on the Fair Chance Act, please click here: Fair Chance Act

Peak Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters 

If you’d like to view a copy of the company’s affirmative action plan or policy statement, please email Careers@peakcu.org. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail Careers@peakcu.org. This email is created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response.

Equal Opportunity Employer Veterans/Disabled

Equal Opportunity is the Law Posting

Pay Transparency Nondiscrimination Posting

When you apply to a job on this site, the personal data contained in your application will be collected by Peak Credit Union. Your personal data will be processed for the purposes of managing the Credit Union’s recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under state and federal law. Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by the Credit Union to help manage its recruitment and hiring process. Your personal data will be retained by the Credit Union as long as the Credit Union determines it is necessary to evaluate your application for employment and as required under applicable state and federal law. Greenhouse is under contractual obligation to keep such information confidential, and the Credit Union’s privacy practices comply with all applicable state and federal laws.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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