What are the responsibilities and job description for the Relationship Banker position at First Tech Federal Credit Union?

Description

The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As a Relationship Banker, you'll work in a fast-paced environment processing routine financial transactions for members in-person, over the phone, and by e-mail. You'll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams.

Primary Responsibilities :

Quickly process routine financial transactions for members including deposits and withdrawals, loan payments, and cashier's checks, while ensuring regulatory compliance and adherence to internal procedures
Establish and maintain member deposit and loan accounts
Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate
Proactively identify and recommend the best products and services to meet the members' financial needs and partner with service teams including insurance, investments, Premier, and mortgage
Meet quarterly metrics and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets, and incentives to help drive and execute on key business goals and initiatives
Complete required compliance training within well-defined timelines and utilize available resources to maintain in depth current knowledge of all current credit union products and services
Perform account maintenance activities including updating member contact and personal information
Perform follow-up activities and outbound calls for new and existing members

Experience and Education Requirement :

Minimum Education : High School Diploma or equivalent

Minimum six (6) months in a fast-paced sales or customer service role required; financial services experience preferred

Ability to listen to members' needs and provide tailored product recommendations

Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections

Excellent verbal and written communication skills; able to express ideas concisely and logically

Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment

Ability to work in fast-paced customer service and sales environment without sacrificing accuracy and service

Aptitude for learning a variety of computer systems using technology to solve member issues

Possesses critical thinking and decision-making skills with attention to detail

Working knowledge of Microsoft Office Suite

Certification / License : Notary preferred

Location : Oakridge Community Experience Center - Oakridge, OR 97463

Target Compensation in Portland, OR : $19.71 to $24.52 per hour monthly incentive

Benefits options include :

Traditional medical, dental, and vision coverage

401K matching up to 5% per pay period

Accrue up to 17 days of Paid Time Off your first year of employment

11 paid federal holidays

Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)

What makes First Tech different? Click here to learn more!

First Tech is not currently offering Visa sponsorship for this position

Salary : $20 - $25

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