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Relationship Banker

2 months ago

Cupertino CA United States First Technology Federal Credit Union Full time
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:
Minimum six (6) months in a fast-paced sales or customer service role required; financial services experience preferred
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 environment and meet deadlines without sacrificing accuracy and service
Strong critical thinking and decision-making skills with attention to detail
Working knowledge of Microsoft Office Suite
Certification/License: Notary preferred
High School Diploma or equivalent

Location: Cupertino, CA 95014 (FULL TIME ON SITE)

Target Compensation: $24.00 to $29.00 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)
First Tech is not currently offering Visa sponsorship or transfer for this position
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