Frontline Financial Specialist

2 weeks ago


San Jose, California, United States First Technology Federal Credit Union Full time
Job Summary

We are seeking a skilled Relationship Banker to join our team at First Technology Federal Credit Union. As a frontline financial partner, you will play a critical role in providing exceptional member service and driving business growth.

Key Responsibilities
  • Member Service: Provide prompt and courteous service to members, addressing their financial needs and concerns in a professional and respectful manner.
  • Financial Transactions: Process routine financial transactions, including deposits, withdrawals, loan payments, and cashier's checks, while ensuring regulatory compliance and adherence to internal procedures.
  • Account Maintenance: Establish and maintain member deposit and loan accounts, ensuring accurate and up-to-date information.
  • Product Recommendations: Proactively identify and recommend the best products and services to meet members' financial needs, partnering with service teams to deliver exceptional results.
  • Performance Metrics: Meet quarterly metrics and service objectives, including sales targets and incentives, to drive business growth and execute on key initiatives.
Requirements
  • Experience: Minimum six (6) months in a fast-paced sales or customer service role, with financial services experience preferred.
  • Skills: Excellent listening skills, 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.
  • Education: High School Diploma or equivalent.
  • Certification/License: Notary preferred.
What We Offer
  • Competitive Compensation: $24.50 to $30.00 per hour, plus quarterly incentives.
  • Benefits: Traditional medical, dental, and vision coverage, 401K matching up to 5% per pay period, and accrual of up to 17 days of Paid Time Off in the first year of employment.


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