Relationship Banker

1 week ago

Beaverton, OR, United States First Technology Federal Credit Union Full time

Description

The Relationship Banker processes routine financial transactions for members in the Branch, as well as follow up activities by phone and email. The Relationship Banker is focused on building strong relationships with new and existing members.    Here's what you can expect from the job and what you need to be successful:      Job duties
  • Process routine financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments and cashier’s checks), in compliance with regulations and guidelines
  • Establish and maintain member deposit and loan accounts
  • Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate
  • Engage with members to understand needs and recommend financial solutions that best fit their goals, based on First Tech’s suite of product offerings
  • Participate in campaigns, cross-selling and making referrals when appropriate using the 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
  • Partner with other business units in sales and service activities, as appropriate
Essential skills
  • Prior experience in retail sales or service; financial services experience preferred
  • Excellent 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 fast-paced environment and meet deadlines without sacrificing accuracy and service
  • Strong critical thinking and decision-making skills with attention to detail
  • Working knowledge of Microsoft Office Suite
  • High School Diploma or equivalent
Location: Tanasbourne Experience Center - Hillsboro, OR 97006    Target Compensation in Hillsboro, OR:  $20.50 to 24.75 per hour + monthly incentive     Benefits options include:  
  • 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)
What makes First Tech different? Click here to learn more First Tech is not currently offering Visa sponsorship or transfer for this position #FTRetail

  • Business Banker

    1 week ago

    Beaverton, OR, United States First Citizens Bank Full time

    OverviewForever Strong. What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals. Business...

  • Retail Relationship Banker

    19 hours ago

    Beaverton, OR, United States Bank of Montreal Full time

    Application Deadline: 01/04/2026 Address: 2495 NW Town Center Dr. Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and...

  • Retail Relationship Banker

    2 weeks ago

    Beaverton, OR, United States Bank of Montreal Full time

    Application Deadline: 01/04/2026 Address: 2495 NW Town Center Dr. Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and...

  • Retail Relationship Banker

    1 week ago

    Beaverton, OR, United States Bank of Montreal Full time

    Application Deadline: 01/04/2026 Address: 2495 NW Town Center Dr. Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and...

  • Retail Relationship Banker

    1 week ago

    Beaverton, OR, United States Bank of Montreal Full time

    Application Deadline: 01/04/2026 Address: 2495 NW Town Center Dr. Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and...

  • Retail Relationship Banker

    1 week ago

    Beaverton, OR, United States BMO Financial Group Full time

    Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business...

  • Retail Relationship Banker

    2 days ago

    Beaverton, OR, United States Bank of Montreal Full time

    Application Deadline: 01/04/2026 Address: 2495 NW Town Center Dr. Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and...

  • Client Relationship Consultant 3

    11 hours ago

    Beaverton, OR, United States U.S. Bank Full time

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...

  • Client Relationship Consultant 3

    2 weeks ago

    Beaverton, OR, United States U.S. Bank Full time

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...

  • Client Relationship Consultant 3

    2 weeks ago

    Beaverton, OR, United States U.S. Bank Full time

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...