Peak Credit Union

Accountant

• Perform accounting work supporting financial record maintenance and financial report preparation
• Support complex accounting tasks including GL maintenance, reconciliation, ad hoc financial and management reporting, Accounts Payable, Fixed Assets, and Prepaid Expenses
• Ensure accounts are accurately charged and maintain systematic records of credit union transactions
• Research and resolve discrepancies and accounting errors
• Develop and maintain workbooks monitoring daily and monthly credit union activity
• Maintain and reconcile assigned general ledger accounts on daily, monthly, quarterly, and annual schedules
• Collaborate with branches and departments to obtain information, resolve issues, and correct transactions
• Prepare journal entries using GAAP knowledge
• Assist with month-end financial statements and accounting reports
• Support internal and external auditors and credit union examiners
• Assist with state, federal, regulatory, and tax reporting
• Maintain knowledge and cross-training to support credit union cash management and accounting staff
• Perform other duties as assigned

Growth Marketing

• Own Peak’s member-growth strategy and execution across awareness, acquisition, activation, onboarding, retention, and referral
• Set the growth roadmap across digital and offline channels
• Lead the growth marketing team
• Partner with the SVP of Marketing & Internal Communications, Product, and IT to build funnels, launch products, and grow membership and share of wallet
• Set and execute the annual member-growth strategy with quarterly priorities
• Own and allocate the growth marketing budget, optimizing spend against return
• Report progress against growth targets to leadership
• Plan, launch, and optimize integrated campaigns across paid search, paid social, SEO, display/retargeting, email, streaming, and direct mail
• Lead go-to-market for new products, features, rates, and offers
• Build and run lifecycle and trigger programs including onboarding, cross-sell, and win-back
• Define, track, and report growth metrics such as net new members, CAC, cost per funded account, conversion rate, ROAS, and share of wallet
• Own a continuous testing roadmap across creative, audience, offer, and channel
• Partner with analytics, agency, and business intelligence teams to turn data into decisions
• Operate and improve the marketing technology stack, including HubSpot Marketing, Power BI, Microsoft Copilot, and Google Analytics
• Partner with IT and digital to maintain clean data flow, accurate attribution, and reliable campaign execution
• Ensure marketing meets credit-union advertising and lending compliance requirements
• Lead and develop direct reports, agency partners, and contractors
• Collaborate across product, retail/branch, digital, and IT to deliver programs on time

Director of Growth Marketing

Call Center Representative

• Establish professional, quality-based member relationships focused on meeting members’ financial needs
• Promote a service culture by recommending credit union products and services
• Serve as a liaison between members and the credit union in accordance with policies and procedures
• Greet and assist members and potential members by phone
• Process and record member transactions including withdrawals, loan payments, wire transfers, and money transfers
• Answer inquiries about statements, share withdrawals, and loan payoffs
• Provide online banking technical support, setup, troubleshooting, and self-help guidance
• Follow member identification, security, and fraud detection procedures, including processing high-risk transactions
• Identify sales opportunities, introduce loan programs, and offer applicable products and services
• Work toward production and referral goals and participate in sales and marketing initiatives
• Perform other duties as assigned

Accountant

Director of Growth Marketing

Contact Center Specialist – Bilingual in Spanish