Peak Credit Union

• Overseeing large, complex projects and programs. • Provides mentorship to other project managers. • Drives business process optimization. • Leads cross-functional teams to deliver impactful results. • Influences policies and practices for successful program delivery.

• Supports Commercial Loan Officers in the management of existing commercial credit relationships and partners with the Commercial Loan Officers in support of new relationships. • Serves as the primary point of contact for existing borrowing relationships. • Partners directly with the commercial lending team to ensure timely annual reviews, document performance against covenants and conditions, and assists CLO in monitoring and developing action plans for deteriorating credit relationships (i.e., watchlist reports, problem loan status reports, etc.). • Collects updated information, analyzes data, and creates periodic loan review memorandums with risk upgrade or downgrade recommendations with assistance from the CLO, as needed. • Creates, coordinates, and reviews annual review memorandums, property inspections, and commercial real estate evaluations for accuracy and further approval recommendations. • Underwrites, structures, and helps document new loan and modification requests for existing client relationships above a designated threshold; generally the most complex and largest credit relationships and circumstances (i.e., C&I, construction, etc.). • Manages relationships with loan participation partners and provides research and underwriting for new participation loan requests. • Seeks cross-sell opportunities and directs members to other services and products offered by the credit union to meet the needs of the business relationship. • Performs all due diligence required including the review of financial, entity, legal and other documents prior to credit submission to protect credit union resources. • Supports the CLO in the management of the assigned portfolio by monitoring performance and trends, proactively defining credit relationship solutions, identifying issues and developing remediation, underwriting and providing credit approval recommendations as designated. • Supports the CLO in developing and maintaining special reports as needed for commercial lending team to monitor risk, realize opportunities, and aid in department and portfolio allocation and management. • Helps support and train Commercial Portfolio Managers with financial spreads, credit memorandums, annual reviews, and loan documentation. • Assists in ensuring the department adheres to all state/federal regulations, policies, and procedural guidelines. Provides feedback to commercial lending policy and procedural updates and revisions, as required. Remains current on industry, market trends and changes to regulation. • Acts as a backup for the Commercial Credit Manager when needed. • All other duties as assigned.

• Develops, grows, and manages a portfolio of quality, member business loan relationships. • Identifies and develops new member business loan opportunities through networking methodologies and community involvement. • Develops profitable networks within the business community. • Negotiates terms and conditions within commercial lending policies and procedures. • Maintains knowledge of competitor rates and programs. • Performs interviews and consultations with prospective business loan members. • Meets monthly loan production and profitability goals. • Supports a strong relationship banking culture through product knowledge and marketing.

• Manages the end-to-end recruitment process, including conducting in-take meetings, sourcing qualified candidates through a balanced source mix (e.g. passive, active, and referral candidate sources), screening applications, interviewing (e.g., phone, video, and in-person), coordinating assessments, leading scorecard calibration meetings, providing feedback to hiring managers, and facilitating hiring decisions for a wide range of positions in a timely, cost-effective, and compliant manner. • Collaborates with hiring managers and People Business Partners to understand business needs, define role requirements, conduct in-take meetings, and create effective, tailored recruitment strategies to attract qualified candidates that align to workforce planning needs. • Cultivates a positive candidate experience by ensuring timely, thoughtful, and engaging communication, promoting credit union values and culture, and integrating DEI principles throughout all phases of the hiring process.

• Collaborates with the Director of Contact Center to develop and implement strategies that differentiate member support through exceptional service delivery. • Fosters a positive, professional, and engaging work environment that encourages enthusiasm, collaboration, and excellence. • Acts as a subject matter expert (SME) for all credit union policies and procedures, with a special focus on over-the-phone and digital member interaction Provides guidance to leadership and staff to ensure policy adherence and service excellence. • Designs and oversees a comprehensive Channel Services Quality Management program, ensuring alignment with strategic goals and member satisfaction standards. • Creates a robust onboarding program tailored to frontline employees and leadership, equipping them with resources, coaching, and support for confidence and success. • Leads and manages a team of trainers, providing guidance, mentorship, and support to ensure the effective delivery of training programs that align with organizational goals. • Manages and maintains Channel Services knowledge base content, ensuring it is accurate, up-to-date, and aligned with staff needs. • Analyzes member feedback from complaints, surveys, and call recordings to identify pain points and collaborates with leadership on solutions to reduce friction. • Provides actionable insights to various departments and credit union leadership regarding service trends, gaps, and opportunities for improvement. • Participates in and leads projects related to quality assurance, training, and service enhancement, often stepping into a project management role to ensure deliverables are met and initiatives are successfully implemented. • Develops and delivers insightful reporting for Channel Services leadership and senior stakeholders, focusing on actionable data to drive decisions. Researches and shares best practices for member and employee engagement, integrating insights into the organization’s culture and processes. • Ensures service delivery excellence across all interaction channels by tailoring solutions to meet unique member needs. • Serves as an administrator of and optimizes speech analytics technology, providing training and support for leaders to leverage the platform effectively. • Serves as a subject matter expert on the service recovery platform, ensuring best-in-class practices for achieving high-resolution rates. • All other duties as assigned.

• Creates creative, compelling, and consistent themes, messaging, and branding in all communication touch points, including print advertising, video, emails, letters, website content, digital advertising, social media, and more. • Supports organizational external messaging and campaign strategy with editorial oversight and high-quality written content. • Sources and develops content for campaigns. • Focuses on engine and conversion-optimized copywriting for websites, landing pages, and banners. • Creates SEO- and AIO-optimized blog topics and blog articles that drives members to take action and attracts prospective new members. • Performs background research and keyword research as needed. • Conducts market and customer research to understand the target audience and create relevant and engaging copy. • Organizes the editorial process across external publishing areas. Defines content types/styles/channels/use case for the campaign. • Develops strategies for the lifecycle of content. Assesses the performance of content by analyzing metrics, user impressions, and keyword searches. • Creates content to retain customers, build trust, and establish long-term business relationships. • Supports the copywriting workflows across channels, approves proofs, schedules, copywrites, and edits content. • Ensures that messages are grammatically correct and error-free, have an appropriate tone and subject matter, and are aligned with credit union priorities and themes. • Acts as primary point of contact for freelance copywriters, including assigning, reviewing, approving, and managing their work.

• Leads the innovation, development and governance of enterprise wide brand strategy, including brand architecture, positioning, and long term brand evolution. • Establishes brand standards and ensures alignment across digital platforms, physical environments, and member experience touchpoints. • Partners with senior leaders to ensure brand strategy supports organizational goals, growth priorities, and member experience expectations. • Oversees the strategy and performance of digital channels (website, mobile, digital communications), ensuring they reflect brand standards and deliver a modern, intuitive member experience. • Leads digital modernization initiatives, including platform enhancements, UX improvements, and digital journey optimization. • Guides high level content strategy for digital channels, ensuring clarity, consistency, and alignment with brand positioning. • Partners with internal teams to ensure digital content supports product understanding, member education, and experience clarity. • Ensures digital messaging and experience design reflect organizational values, including accessibility and inclusion. • Collaborates with Product, Operations, Technology, and Member Experience teams to ensure brand and digital experience standards are integrated across the end to end member. • Provides strategic input on physical environment experience design to ensure alignment with digital experience principles. • Translates business objectives into digital and brand experience KPIs; monitors performance and identifies opportunities for improvement. • Identifies emerging trends in digital engagement, brand perception, and experience design to guide future strategy. • Leads and develops a team responsible for digital experience, brand governance, and enterprise content strategy.

Role Description This position is responsible for driving deposit growth, fee income, and member satisfaction for Peak Credit Union’s Business Services division. Responsibilities include: - Developing new treasury management relationships. - Expanding and retaining existing member relationships. - Serving as a trusted advisor by delivering tailored cash management and payment solutions. - Partnering closely with Commercial Loan Officers, Small Business Development Officers, and internal teams. What You’ll Do - Develop and execute a treasury management sales strategy focused on new business acquisition and deepening existing member relationships. - Conduct in-person and virtual sales calls, needs assessments, and on-site evaluations for prospective and existing business members. - Maintain a strong pipeline of opportunities and consistently meet or exceed deposit and fee income/revenue goals. - Prepare and deliver tailored treasury management proposals, pricing recommendations, and presentations. - Lead the full treasury management sales cycle, including discovery, proposal development, implementation coordination, and onboarding support. - Serve as a key contributor to the continued build-out, enhancement, and evolution of the Credit Union’s treasury management product suite. - Partner with Business Services leadership, digital banking, operations, risk, IT, and vendor partners to identify, evaluate, and recommend new treasury products, services, and technology enhancements. - Serve as the primary treasury management advisor for assigned business members. - Coordinate calling efforts with Commercial Loan Officers and other internal partners to identify cross-selling opportunities. - Conduct periodic account reviews, including transaction activity, limits (ACH, wires, RDC), and service utilization. - Support members with the set-up and ongoing use of treasury management services both remotely and on-site. - Assess operational and risk considerations related to treasury management services in collaboration with internal partners. - Represent Peak Credit Union in the community at business networking events, trade shows, and treasury-related industry functions. - Maintain strong awareness of treasury management trends, competitor offerings, and industry best practices. - All other duties as assigned. Qualifications - Minimum of three (3) years’ experience in treasury management, cash management, business banking, or a related financial services role. - Bachelor’s degree in Finance, Business, or a related field of study (would lean more on previous experience than on the degree). Bonus Points If You Have - Certified Treasury Professional (CTP) designation. What You’ll Bring - Strong working knowledge of treasury management, cash management, digital banking, and deposit products and services. - Demonstrated success in consultative business-to-business sales and relationship management. - Ability to clearly articulate complex financial solutions in a member-friendly manner. - Strong analytical, problem-solving, and organizational skills with close attention to detail. - Proven ability to manage multiple priorities in a fast-paced, relationship-driven environment. - Excellent written, verbal, and interpersonal communication skills. - Collaborative mindset with the ability to work effectively across teams. - Prior experience working with small-to-mid-sized businesses strongly preferred. - Ability to travel locally for member meetings, on-site implementations, and business development activities. Valid driver’s license required. Benefits - This position is eligible for Full-Time Regular benefits. - Access to a wide array of employee benefits, such as medical, dental, vision, and life insurance coverage. - Medical, Dental, and Vision insurance to be paid at 100% by the company for employee-only coverage. - Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA). - Access to Life and AD&D insurance. - Enrollment in our 401k plan. - Accrual of 8 hours of vacation and 8 hours of sick leave on a monthly basis. - 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time. - All benefits except 401k start the first of the month following the date of hire. - Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.

• 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 • 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 • Adheres to security protocols, ensuring accurate member identification by following the Member Identification Program (MIP) and established security procedures • Identifies sales and service opportunities across all communication channels by analyzing member behavior and needs • Meets or exceeds production and referral goals while handling multiple channels and adapting sales strategies to fit different communication styles • Maintains high efficiency and responsiveness across platforms

Role 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. 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 May 21st, 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). Status: Limited Duration (Expected to end in May 2027) Pay Range: The target hourly pay range for this position is $30.17 - $34.28. The full hourly pay range is $27.43 - $41.13. 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 investigates and resolves card-related fraud alerts and cases by analyzing open-source threat intelligence, disputes data, and consumer complaints, supporting the development and implementation of card rules to reduce risk. Ensures investigations and outcomes comply with Regulation E, Regulation Z, and other applicable guidance while providing clear support to customers and internal business partners on fraud concerns. What You’ll Do: - Aggregates open-source threat-intelligence, card disputes data, and consumer complaints and assist in card rules development and implementation. - Ensures adherence to Reg E, Reg Z, and applicable compliance rules and guidance. - Investigates and dispositions fraud alerts and cases according to existing frameworks, regulatory guidance, and other documentation as required. - Provides customer-facing and internal business line support for fraud concerns. - Maintains a continuous improvement mindset and stays current on the latest fraud typologies, applicable regulatory changes, and professional development topics. - All other duties as assigned. When You'll Be Working: - Monday- Friday 8:00am - 5:00pm. - Occasional Saturdays as needed. Qualifications - A minimum of two (2) years experience in financial services, fraud management, card services, disputes management, or operations. Requirements - Bonus Points If You Have: - Bachelor's Degree in Business Administration or related field of study. - Certifications: CFE, CISA, CISM, or other related certifications requiring continuing professional education credits. What You’ll Bring: - Working knowledge of debit/credit card fraud typologies (e.g., CNP, counterfeit, account takeover, social engineering) and dispute drivers. - Knowledge of consumer protection and payments regulations and guidance applicable to investigations and dispute outcomes, including Regulation E and Regulation Z. - Skill in conducting end-to-end fraud investigations: reviewing alerts, documenting findings, applying decision frameworks, and dispositioning cases within required timeframes. - Ability to aggregate and interpret open-source threat intelligence, card dispute trends, and consumer complaints to identify patterns, root causes, and control gaps. - Skill in developing, tuning, and implementing card rules/controls (where applicable), including validating effectiveness and monitoring for unintended customer impact. - Strong analytical skills, including attention to detail, critical thinking, and sound judgment when weighing evidence and determining appropriate case outcomes. - Ability to communicate clearly and professionally with customers regarding fraud concerns, next steps, and required documentation while maintaining confidentiality. - Ability to support internal business partners (branch, call center, operations, risk/compliance) by translating fraud findings into actionable guidance. - Skill in writing clear, complete, and compliant case notes that support auditability, regulatory review, and operational handoffs. - Proficiency with job-specific systems and Microsoft Office (Excel, Word, Outlook) to research transactions, track cases, and produce basic reporting. Benefits - This position is eligible for Full-Time Regular 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. - Employees are able to enroll in our 401k plan. - Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis. - Full-Time Regular hired 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. - All benefits except 401k start the first of the month following date of hire. - Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.