Relationship Banker II

3 weeks ago


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

We are seeking a highly skilled and motivated 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 and maintaining strong relationships with our members, providing exceptional customer service, and driving sales growth through targeted campaigns and referrals.

Key Responsibilities
  • Establish and maintain member deposit and loan accounts, ensuring accurate and timely processing of transactions.
  • Provide personalized service to members, addressing their needs and concerns, and escalating issues to leadership when necessary.
  • Engage with members to understand their financial goals and recommend tailored solutions, leveraging First Tech's suite of products and services.
  • Participate in sales and service activities, collaborating with other business units to drive growth and improve member satisfaction.
  • Perform account maintenance activities, including updating member contact and personal information.
  • Conduct follow-up activities and outbound calls to ensure member satisfaction and identify opportunities for growth.
Requirements
  • High school diploma or equivalent required; 18 months of experience in a fast-paced sales or customer service role within the financial services industry preferred.
  • Excellent listening and communication skills, with the ability to ask probing questions and provide tailored product recommendations.
  • Strong critical thinking and decision-making skills, with attention to detail and the ability to work independently or in a collaborative team environment.
  • Working knowledge of Microsoft Office Suite and aptitude for learning a variety of computer systems.
What We Offer
  • Competitive hourly rate: $21.63 to $27.40 per hour, plus quarterly incentive.
  • Traditional medical, dental, and vision coverage.
  • 401K matching up to 5% per pay period.
  • Accrue up to 17 days of Paid Time Off in the first year of employment.
  • 11 paid federal holidays.
  • Special employee pricing on lending products, such as mortgage, auto, and personal loans.

First Tech Federal Credit Union is an equal opportunity employer and welcomes applications from diverse candidates. Visa sponsorship is not currently offered for this position.



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