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Relationship Banker (Studios West Experience Center) (FULL TIME ON-SITE)

Relationship Banker (Studios West Experience Center) (FULL TIME ON-SITE)

First Tech Federal Credit UnionRedmond, WA, United States
30+ days ago
Job type
  • Full-time
Job description

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 : Studios West Experience Center - Redmond, WA 98052 Target Compensation in Redmond, WA : $22.55 to $26.00 per hour + quarterly 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 or transfer for this position

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    Relationship Banker • Redmond, WA, United States