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How to Schedule a Branch Appointment

Use this article to learn how to schedule an appointment at a Peak Credit Union branch for account services, loans, notary services, fraud assistance, and more.

Scheduling an appointment helps ensure a team member is available to assist you with your specific banking needs.

How to Schedule an Appointment

  1. Visit https://meet.peakcu.org/branches
  2. Select the branch you'd like to visit.
  3. Choose an available date and time.
  4. Enter the required appointment information:
    • Name
    • Email address
    • Phone number
    • Appointment reason
  5. Optionally enter additional details in the Appointment Information field.
  6. Select Reserve to complete your appointment request.

You should receive a confirmation after your appointment has been scheduled.

Appointment Reasons

When scheduling your appointment, select the option that best matches the reason for your visit.

Accounts

  • New Personal Account
  • New Business Account
  • Maintenance on an Existing Account
  • Other - Accounts

Loans

  • Apply for a Loan
  • Maintenance on an Existing Loan
  • Real Estate Loan
  • Other - Loans

Other Services

  • Notary
  • Wire
  • New IRA
  • Existing IRA
  • Fraud on Account
  • Safe Deposit Box Entry
  • Online Banking Assistance
  • Power of Attorney Questions
  • Special Event
  • Other

Selecting the most appropriate appointment reason helps us prepare for your visit and connect you with the right employee.

What Information Should I Include?

The Appointment Information field is optional but can help us better assist you.

Examples include:

  • The type of account you'd like to open
  • Questions about an existing loan
  • Information about suspected fraud
  • Details about online banking assistance
  • Information about documents you need notarized
  • Questions regarding an IRA or wire transfer

Providing details ahead of time may help reduce the length of your appointment.

Frequently Asked Questions

Do I need to be a member to schedule an appointment?

  • No. Both members and prospective members may schedule appointments.

Can I schedule an appointment for a loan application?

  • Yes. Select Apply for a Loan when scheduling your appointment.

Can I schedule a notary appointment online?

  • Yes. Select Notary as the appointment reason when scheduling.

  • For more information, see Notary Public Services.

Can I schedule an appointment for help with Digital Banking?

  • Yes. Select Online Banking Assistance when scheduling your appointment.

What should I bring to my appointment?

  • Depending on the purpose of your visit, you may need:

    • Government-issued photo identification
    • Loan documentation
    • Insurance information
    • Account-related paperwork
    • Documents requiring notarization

  • If you're unsure what to bring, contact us before your appointment.

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Need More Help?

Ranger is available 24/7 through website chat to answer questions and help you find information.

Live chat with a Peak representative is available during business hours:

  • Monday-Friday: 8:00 a.m. - 6:00 p.m. PT
  • Saturday: 9:30 a.m. - 2:00 p.m. PT
  • Excluding holidays

If you have questions about scheduling an appointment, branch services, or what documents to bring, start a chat with Ranger or connect with a live representative during available chat hours.

Prefer to call? Contact us at (800) 258-3115.