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Financial Relationship Partner

2 months ago


Boulder, Colorado, United States First Tech Credit Union Full time

About the Role:

The Financial Relationship Partner is a key member of our dynamic sales team at First Tech Credit Union. As a financial partner, you will work in a fast-paced environment processing routine financial transactions and engaging in consultative conversations with our members.

Key Responsibilities:

  • Process financial transactions in a timely and accurate manner
  • Engage in consultative conversations with members to understand their financial needs and goals
  • Develop and maintain strong relationships with members to drive business growth and retention
  • Stay up-to-date on industry trends and developments to provide expert advice to members

Requirements:

  • Experience in a financial services or sales role
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
  • Knowledge of financial products and services