Relationship Banker II

6 days ago

Santa Rosa CA United States First Technology Federal Credit Union Full time

Description

Submit your CV and any additional required information after you have read this description by clicking on the application button.

The Financial Solutions Representative II (FSR) is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As an FSR II, you'll work in a fast-paced environment processing routine and complex 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.

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

Job duties:

Quickly process routine and complex 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 including business, trusts fiduciary, and IRA 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
Assist Branch leadership with the onboarding of new Representatives as needed

Essential skills:

Minimum eighteen (18) months in a fast-paced sales or customer service role within the financial services industry 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
Skilled 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
Strong critical thinking and decision-making skills with attention to detail
Working knowledge of Microsoft Office Suite
Minimum Education: High School Diploma or equivalent
Certification/License: Notary preferred

Location: Santa Rosa Experience Center | Santa Rosa, CA 9540

Target Compensation: $24.50 to $30.00 per hour plus 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 for this position

#FTFRetail

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