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Boulder, Colorado, United States First Technology Federal Credit Union Full timeAbout the RoleThe Financial Services Representative is a key member of our dynamic sales team, responsible for building strong relationships with our members and providing tailored financial solutions to meet their needs.Key ResponsibilitiesProcess routine financial transactions, ensuring regulatory compliance and adherence to internal proceduresEstablish...
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Relationship Banker
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Boulder, United States First Technology Federal Credit Union Full timeThe Relationship Banker is a financial partner that is part of a supportive and dynamic member focused sales team. You’ll work in a fast-paced environment processing routine financial transactions and engage in consultative conversations in-person, by phone, and/or e-mail with members to establish a strong rapport and understanding of their financial needs...
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Relationship Banker
2 days ago
Boulder, United States First Technology Federal Credit Union Full timeDescriptionThe Relationship Banker is a financial partner that is part of a supportive and dynamic member focused sales team. You’ll work in a fast-paced environment processing routine financial transactions and engage in consultative conversations in-person, by phone, and/or e-mail with members to establish a strong rapport and understanding of their...
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Relationship Banker
3 days ago
Boulder, United States First Technology Federal Credit Union Full time $19 - $24DescriptionMaking sure you fit the guidelines as an applicant for this role is essential, please read the below carefully.The Relationship Banker is a financial partner that is part of a supportive and dynamic member focused sales team. You’ll work in a fast-paced environment processing routine financial transactions and engage in consultative...
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Relationship Banker
2 months ago
Boulder, United States First Technology Federal Credit Union Full timeDescription The Relationship Banker is a financial partner that is part of a supportive and dynamic member focused sales team. You’ll work in a fast-paced environment processing routine financial transactions and engage in consultative conversations in-person, by phone, and/or e-mail with members to establish a strong rapport and understanding of their...
Relationship Banker
2 months ago
The Financial Services Specialist is a key member of our dynamic sales team, responsible for building strong relationships with our members and providing tailored financial solutions to meet their needs.
Key Responsibilities- Process routine financial transactions, ensuring regulatory compliance and adherence to internal procedures.
- Establish and maintain member deposit and loan accounts, providing exceptional customer service and support.
- Proactively identify and recommend financial products and services to meet members' needs, partnering with internal teams to deliver seamless solutions.
- Meet quarterly metrics and service objectives, driving business growth and executing on key initiatives.
- Stay up-to-date on all credit union products and services, completing required compliance training and utilizing available resources to maintain in-depth knowledge.
- Perform account maintenance activities, including updating member contact and personal information.
- Engage in follow-up activities and outbound calls to ensure exceptional member experience.
- Minimum six (6) months of experience in a fast-paced sales or customer service role, with financial services experience preferred.
- Excellent listening skills, with the ability to ask probing questions and provide tailored product recommendations.
- Strong verbal and written communication skills, with the ability to express ideas concisely and logically.
- Effective time management skills, with the ability to work independently or in a collaborative team environment.
- Aptitude for learning various computer systems and technology to solve member issues.
- Critical thinking and decision-making skills, with attention to detail.
- Working knowledge of Microsoft Office Suite.
- Minimum Education: High School Diploma or equivalent.
- Certification/License: Notary preferred.
- Competitive hourly rate: $19.00 to $24.00 per hour, plus quarterly incentives.
- Comprehensive benefits package, including 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.
