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Sr. Relationship Banker
3 months ago
Description
The Sr. Relationship Banker (FSR) is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As a Sr. Relationship Banker, you are a subject matter expert responsible for processing routine, complex, and escalated 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.
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 businesses, 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 * Lead business development activities including SEG onsite events, member follow-up, and outbound calls * Mentor representatives on a day-to-day basis and partner with branch leadership in the onboarding of new FSRs * Act as manager on duty in the absence of a leader/both leaders to support with operations, escalations and opening/ closing of the store. Essential Skills: * Minimum Education: High School Diploma or equivalent * Minimum three (3) years 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:Bella Bottega Experience Center - Redmond, WA Target Compensation in Redmond, WA:$28.00 to $31.00 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)
