Current jobs related to Relationship Banker - Cupertino CA United States - First Technology Federal Credit Union

  • Relationship Banker

    2 months ago

    Cupertino, California, United States First Technology Federal Credit Union Full time

    Job SummaryWe are seeking a skilled Relationship Banker to join our team at First Tech Federal Credit Union. As a Relationship Banker, you will be responsible for building strong relationships with our members, providing exceptional customer service, and processing routine financial transactions.Key ResponsibilitiesProcess financial transactions, including...

  • Relationship Banker

    1 month ago

    Cupertino, California, United States First Technology Federal Credit Union Full time

    Job SummaryWe are seeking a skilled Relationship Banker to join our team at First Tech Federal Credit Union. As a Relationship Banker, you will be responsible for processing routine financial transactions for members, building strong relationships with new and existing members, and providing exceptional customer service.Key ResponsibilitiesProcess routine...

  • Relationship Banker

    3 weeks ago

    , CT, United States Bank of America Full time

    Job Title: Relationship BankerWe are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key...

  • Relationship Banker

    12 hours ago

    Davenport, IA, United States Old National Bank Full time

    Overview:Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application.Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our...

  • Relationship Banker

    3 weeks ago

    , TX, United States Bank of America Full time

    Job Title: Relationship BankerAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker, you will play a critical role in building strong relationships with our clients, understanding their financial needs, and providing tailored solutions to meet their...

  • Relationship Banker

    3 weeks ago

    , AR, United States Regions Bank Full time

    Job DescriptionAt Regions Bank, we are seeking a skilled and customer-focused Relationship Banker I to join our team. As a Relationship Banker I, you will play a critical role in providing exceptional customer service, building strong relationships with our customers, and contributing to the financial success of our organization.Key ResponsibilitiesProvide a...

  • Relationship Banker

    4 weeks ago

    St. Louis, MO, United States Royal Banks of Missouri Full time

    Job Title: Relationship BankerWe are seeking a highly skilled and motivated Relationship Banker to join our team at Royal Banks of Missouri. As a Relationship Banker, you will be responsible for providing exceptional client service and maintaining high relationship selling results.Key Responsibilities:Maintain high relationship selling results through...

  • Relationship Banker

    3 weeks ago

    , MN, United States Wells Fargo Full time

    About this role:Wells Fargo is seeking a highly skilled and motivated individual to join our team as a Relationship Banker. In this role, you will be responsible for building and maintaining strong relationships with our customers, providing them with exceptional service and support to meet their financial needs.Key Responsibilities:Participate in the Branch...

  • Relationship Banker

    2 weeks ago

    Hermitage, TN, United States First Horizon Bank Full time

    Job SummaryWe are seeking a highly skilled and motivated Relationship Banker to join our team at First Horizon Bank. As a Relationship Banker, you will be responsible for providing exceptional customer service, promoting bank products, and identifying opportunities to deepen existing client relationships.Key ResponsibilitiesProvide quality customer service...

  • Relationship Banker

    3 weeks ago

    , MD, United States Bank of America Full time

    Job DescriptionAt Bank of America, we are committed to helping our clients achieve their financial goals. As a Relationship Banker, you will play a key role in building and maintaining strong relationships with our clients, providing them with personalized financial solutions and exceptional customer service.Key ResponsibilitiesBuild and maintain...

  • Relationship Banker

    3 weeks ago

    , FL, United States Regions Bank Full time

    Job Description:At Regions Bank, we are committed to providing exceptional customer service and creating meaningful relationships with our customers. As a Relationship Banker I, you will play a critical role in achieving this goal by providing personalized service, processing transactions, and identifying opportunities to meet customer needs.Key...

  • Relationship Banker II

    3 weeks ago

    , GA, United States Regions Bank Full time

    Job Description:At Regions Bank, we are seeking a highly motivated and customer-focused Relationship Banker II to join our team. As a Relationship Banker II, you will be responsible for building and maintaining strong relationships with our customers, understanding their financial needs, and providing personalized solutions to meet those needs.Key...

  • Relationship Banker

    3 weeks ago

    South Elgin, IL, United States Wintrust Financial Full time

    Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank...

  • Relationship Banker Team Lead

    3 weeks ago

    , GA, United States Regions Bank Full time

    Job Description:At Regions Bank, we're committed to helping our customers achieve their financial goals. As a Relationship Banker Team Lead, you'll play a key role in meeting with customers and prospects to understand their financial needs and provide personalized solutions to meet those needs.Key Responsibilities:Partner with the Branch Manager to guide and...

  • Senior Relationship Banker

    4 days ago

    Carlsbad, CA, United States Banc of California Full time

    Job Summary:Banc of California is seeking a Senior Relationship Banker to join our team. As a Senior Relationship Banker, you will be responsible for providing exceptional service to our customers by handling their financial needs in an efficient, friendly, and professional manner.Key Responsibilities:Responsible for the overall branch customer experience,...

  • Relationship Banker

    7 days ago

    Burlington, NC, United States Truliant Federal Credit Union Full time

    Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.Our...

  • Relationship Banker

    2 days ago

    Delafield, WI, United States Wintrust Financial Full time

    Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank...

  • Relationship Banker Macon Mall Financial Center

    3 weeks ago

    , GA, United States Bank of America Full time

    Job Title: Relationship Banker Macon Mall Financial CenterAt Bank of America, we are committed to helping our clients achieve their financial goals. As a Relationship Banker, you will play a critical role in building strong relationships with our clients and providing them with personalized financial solutions.Key Responsibilities:Engage with clients in the...

  • Personal Banker

    4 weeks ago

    , TX, United States Guaranty Bank & Trust Full time

    Job Title: Personal BankerWe are seeking a highly motivated and customer-focused Personal Banker to join our team at Guaranty Bank & Trust. As a Personal Banker, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key Responsibilities:Provide personalized banking services to customers,...

  • Senior Relationship Banker

    16 hours ago

    Lake Placid, NY, United States Nbt Bank Full time

    Pay Range: $19.23 - $25.66Apply (by clicking the relevant button) after checking through all the related job information below.The role of the Senior Relationship Banker is to providequality consultative customer service to ensure customers needs are met. Theywill be responsible for the accurate and efficient opening and processing of all new deposit account...

Relationship Banker

2 months ago

Cupertino CA United States First Technology Federal Credit Union Full time
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:
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
What makes First Tech different? Click here to learn more
#FTFRetail #LI-JP1