Delivery Onboarding Representative

Peak Credit Union

Remote representative onboarding digital members for Peak Credit Union, a member-focused financial institution. Opening accounts, identifying lending opportunities, and supporting members through digital channels.

Posted 8/6/2026full-timeRemote • Oregon, Washington • 🇺🇸 United StatesJunior💰 $19 - $28 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in opening consumer and small business accounts, providing exceptional customer service, and utilizing digital tools for effective communication. Proficient in identifying lending opportunities and ensuring compliance with financial regulations.

Highest-signal resume keywords

Customer Service ExperienceSales ExperienceLending Environment ExperienceInterpersonal SkillsCompliance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Account OpeningConsumer LendingFinancial Services KnowledgeDigital Account SetupSales Techniques

Soft Skills

Problem-SolvingEffective CommunicationRelationship BuildingActive LearningProfiling Skills

Tools & Technologies

Digital Communication ToolsCRM Software

Industry Keywords

Financial ServicesConsumer AccountsSmall Business AccountsCompliance RegulationsSuspicious Activity Reports

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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