Relationship Banker II

3 days ago

Beaverton, United States First Technology Federal Credit Union Full time

The Relationship Banker II processes routine and complex financial transactions for members in person and virtually, as well as follow up activities by phone and email. The Representative is focused on building strong relationships with new and existing members. Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying. Here's what you can expect from the job and what you need to be successful: Job Duties: Establish and maintain member deposit and loan accounts, including business, trusts, fiduciary, IRA accounts Process routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier’s checks, IRA), in compliance with regulations and guidelines 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 Actively partner with other business units in sales and service activities Participate in orientation of new representatives as required Essential Skills: Minimum Education: High School Diploma or equivalent 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 Certification/License: Notary preferred Location: Nimbus Experience Center - Beaverton, OR 97008 Target Compensation in Beaverton, OR: $21.63 to $27.40 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 for this position #FTFRetail

  • Relationship Banker II

    1 month ago

    Beaverton, United States First Technology Federal Credit Union Full time

    DescriptionThe Relationship Banker II processes routine and complex financial transactions for members in person and virtually, as well as follow up activities by phone and email. The Representative 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...

  • Relationship Banker II

    1 month ago

    Beaverton, United States First Technology Federal Credit Union Full time

    The Relationship Banker II processes routine and complex financial transactions for members in person and virtually, as well as follow up activities by phone and email. The Representative 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:Establish...

  • Relationship Banker II

    3 weeks ago

    Beaverton, United States First Technology Federal Credit Union Full time $22 - $27

    DescriptionDo you have the skills to fill this role Read the complete details below, and make your application today.The Relationship Banker II processes routine and complex financial transactions for members in person and virtually, as well as follow up activities by phone and email. The Representative is focused on building strong relationships with new...

  • Relationship Banker II

    4 days ago

    Beaverton, United States First Technology Federal Credit Union Full time

    The Relationship Banker II processes routine and complex financial transactions for members in person and virtually, as well as follow up activities by phone and email. The Representative is focused on building strong relationships with new and existing members.Want to make an application Make sure your CV is up to date, then read the following job specs...

  • Relationship Banker II

    1 month ago

    Beaverton, United States First Technology Federal Credit Union Full time $22 - $27

    The Relationship Banker II processes routine and complex financial transactions for members in person and virtually, as well as follow up activities by phone and email. The Representative is focused on building strong relationships with new and existing members.Want to make an application Make sure your CV is up to date, then read the following job specs...

  • Senior Relationship Banker

    7 days ago

    Beaverton, Oregon, United States Summit Bank Full time

    Job SummarySummit Bank is seeking an experienced Senior Relationship Banker to join our team in Downtown Portland. This role offers a competitive salary of $55,000 per year and opportunities for career growth.About the RoleIn this position, you will be responsible for providing exceptional customer service to clients, identifying their financial needs, and...

  • Relationship Banker II

    2 weeks ago

    Beaverton, OR, United States First Technology Federal Credit Union Full time

    Description The Relationship Banker II processes routine and complex financial transactions for members in person and virtually, as well as follow up activities by phone and email. The Representative 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...

  • Relationship Banker II

    4 weeks ago

    Beaverton, OR, United States First Technology Federal Credit Union Full time

    DescriptionDo you have the skills to fill this role Read the complete details below, and make your application today.The Relationship Banker II processes routine and complex financial transactions for members in person and virtually, as well as follow up activities by phone and email. The Representative is focused on building strong relationships with new...

  • Banker II

    2 weeks ago

    Beaverton, United States Banner Bank Full time

    More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the...

  • Banker II

    1 month ago

    Beaverton, United States Banner Bank Full time

    Job DescriptionPlease take time to review Banner Bank's Consent & Privacy notice before applying.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin,...

  • Banker II

    1 month ago

    Beaverton, United States Banner Bank Full time

    Please take time to review Banner Bank's Consent & Privacy notice before applying.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital...

  • Relationship Banker

    3 days ago

    Beaverton, United States First Technology Federal Credit Union Full time

    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...

  • Banker II

    1 month ago

    Beaverton, United States Banner Bank Full time

    Please take time to review Banner Bank's Consent & Privacy notice before applying.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital...

  • Banker II

    1 month ago

    Beaverton, United States Banner Bank Full time

    Please take time to review Banner Bank's Consent & Privacy notice before applying.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital...

  • Banker II

    3 months ago

    Beaverton, OR, United States Banner Bank Full time

    Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital...

  • Banker II

    1 month ago

    Beaverton, Oregon, United States Banner Bank Full time

    Please take time to review Banner Bank's Consent & Privacy notice before applying.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital...

  • Banker - Great Benefits

    1 month ago

    Beaverton, United States Banner Bank Full time

    Please take time to review Banner Bank's Consent & Privacy notice before applying.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital...

  • Client Relationship Consultant 4

    1 day ago

    Beaverton, OR, United States U.S. Bank Full time

    Client Relationship Consultant 4 (Banker) – Beaverton (Greenway), OR At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person...

  • Coordinator/Specialist Support II

    1 month ago

    Beaverton, United States Mountain Ltd. Full time

    Mountain Ltd. has an opening for a Coordinator/Support Specialist II to work remotely! Since 1979, Mountain Ltd. has successfully created and supported turnkey engineering solutions for traditional and wireless telecom providers across the United States. We are a national leader in the industry, providing high-quality engineering, on-time service delivery,...

  • Call Centre Specialist

    3 weeks ago

    Beaverton, United States CCG Business Solutions Full time

    Job DescriptionJob Description Job DescriptionThis role is based in Belfast, ME 04915, USA and involves connecting clients with the broad range of financial solutions that Bank of America offers to help them achieve their financial goals. Advanced Client Solutions Specialists balance service requests with sales opportunities, acting as experts on...