Relationship Banker II

2 weeks ago


Beaverton, Oregon, United States First Technology Federal Credit Union Full time
Job Summary

We are seeking a highly skilled Relationship Banker II to join our team at First Tech Federal Credit Union. As a key member of our team, you will be responsible for building strong relationships with our members, providing exceptional customer service, and processing financial transactions with accuracy and efficiency.

Key Responsibilities
  • Establish and maintain member deposit and loan accounts, including business, trusts, and IRA accounts.
  • Process routine and complex financial transactions for members, including deposits, withdrawals, loan payments, and cashier's checks.
  • Provide high-quality service to all members, promptly addressing concerns and escalating issues to leadership when necessary.
  • Engage with members to understand their needs and recommend financial solutions that best fit their goals.
  • Participate in campaigns, cross-selling, and making referrals using our 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.
Requirements
  • Minimum Education: High School Diploma or equivalent.
  • Minimum 18 months of experience in a fast-paced sales or customer service role within the financial services industry.
  • 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, with the ability to express ideas concisely and logically.
  • Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment.
  • Skilled in working in a 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.
What We Offer
  • Target Compensation: $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, accrual of up to 17 days of Paid Time Off in the first year of employment, 11 paid federal holidays, and special employee pricing on lending products.
About First Tech

First Tech is a leading financial institution that values innovation, collaboration, and community involvement. We are committed to providing exceptional service to our members and creating a positive work environment for our employees.



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