Relationship Banker (Tanasbourne Experience Center) (FULL TIME ONSITE)

Description

The Relationship Banker processes routine financial transactions for members in the Branch, as well as follow up activities by phone and email. The Relationship Banker is focused on building strong relationships with new and existing members.

Here's what you can expect from the job and what you need to be successful :

Job duties

• Process routine financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments and cashier's checks), in compliance with regulations and guidelines
• Establish and maintain member deposit and loan accounts
• Provide the highest quality of service to all members; promptly address member concerns and / or escalate to leadership when appropriate
• Engage with members to understand needs and recommend financial solutions that best fit their goals, based on First Tech's suite of product offerings
• Participate in campaigns, cross-selling and making referrals when appropriate using the online tracking and CRM systems
• Perform account maintenance activities including updating member contact and personal information
• Perform follow-up activities and outbound calls for new and existing members
• Partner with other business units in sales and service activities, as appropriate

Essential skills

Location : Tanasbourne Experience Center - Hillsboro, OR 97006

Target Compensation in Hillsboro, OR : $20.50 to 24.75 per hour + monthly incentive

Benefits options include :

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First Tech is not currently offering Visa sponsorship or transfer for this position