Premier Financial Representative

4 weeks ago

Seattle, Washington, United States First Tech Fed Credit Union Full time
Job Summary

The Premier Financial Representative is responsible for processing financial transactions and developing plans for assigned affluent members in the branch (Experience Center) as well as follow-up activities by phone or email. The Representative is focused on building strong relationships with new and existing members.

Key Responsibilities

Process financial business for affluent members quickly and accurately, including opening accounts, wire transfers, account transfers, and loan payments.
Provide the highest quality of service to assigned members; promptly address member concerns and/or escalate to leadership when appropriate.
Engage with members and recommend options that best fit their needs, participate in campaigns, cross-selling, and making referrals when appropriate using the online tracking and CRM systems.
Perform follow-up activities for assigned and prospective members, including outbound calls and business development activities.
Assist members in their financial goals by offering multiple deposit and lending product options.
Partner with other business units in sales and service activities.
Mentor Financial Solutions Representatives on a day-to-day basis as a peer coach.

Requirements

Minimum 2 years' experience as a financial solutions representative and/or senior branch representative, including deep experience with building relationships with customers, uncovering needs, and offering solutions.
Experience in outbound sales and outbound calling.
Exceptional 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 a fast-paced environment and meet deadlines without sacrificing quality.
Ability to foster strong relationships with internal and external stakeholders.
Strong analytical and problem-solving skills with attention to detail.
Working knowledge of Microsoft Office Suite.

Benefits

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).

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