Member-Focused Banking Partner

First Tech Federal Credit Union; Eugene (OR); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401K matching up to 5%

Paid Time Off: up to 15 vacation days,

11 paid federal holidays

Special employee pricing on lending

Job summary

First Tech Federal Credit Union in Eugene, OR is hiring a Relationship Banker to serve as a frontline financial partner. You will process routine transactions in person, by phone, and by e-mail while building rapport and identifying tailored products to meet members’ goals.

This role emphasizes consultative sales within a fast-paced environment, with opportunities to cross-sell across service areas and achieve quarterly targets, all while maintaining regulatory compliance and strong service

Qualifications

• Minimum six (6) months in a fast-paced sales or customer service role.
• 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; able to express ideas concisely and logically.
• Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment.
• Working knowledge of Microsoft Office Suite.
• Notary certification preferred

Responsibilities

• Quickly process routine financial transactions for members including deposits and withdrawals, loan payments, and cashier’s checks, while ensuring regulatory compliance and adherence to internal procedures
• Establish and maintain member deposit and loan accounts
• Provide the highest quality of member service by promptly addressing member concerns and escalating to leadership when appropriate
• Proactively identify and recommend the best products and services to meet the members’ financial needs and partner with service teams including insurance, investments, Premier, and mortgage
• Meet quarterly metrics and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets, and incentives to help drive and execute on key business goals and initiatives
• Complete required compliance training within well-defined timelines and utilize available resources to maintain in depth current knowledge of all current credit union products and services
• Perform account maintenance activities including updating member contact and personal information
• Perform follow-up activities and outbound calls for new and existing members

Skills

Customer service

Active listening

Communication skills

Time management

Teamwork

Tech-savvy

Education

High School Diploma or equivalent

Tools

Microsoft Office

Job description

First Tech Federal Credit Union in Eugene, OR is hiring a Relationship Banker to serve as a frontline financial partner. You will process routine transactions in person, by phone, and by e-mail while building rapport and identifying tailored products to meet members’ goals.

This role emphasizes consultative sales within a fast-paced environment, with opportunities to cross-sell across service areas and achieve quarterly targets, all while maintaining regulatory compliance and strong service