Member-Focused Financial Advisor

First Tech Federal Credit Union; Redmond (WA); On-site; USD 31,000 - 36,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) match

Paid Time Off

Paid federal holidays

Employee pricing on lending products

Job summary

First Tech Federal Credit Union is hiring a Relationship Banker for our Redmond studio. You will engage members in person, over the phone, and by email to understand financial needs and offer tailored products and services.

You'll process routine transactions, open and maintain accounts, and meet sales and service targets while ensuring compliance and top-tier member service. A notary is preferred and bilingual capability is valued.

Qualifications

• Bilingual in English and Mandarin preferred.
• Minimum Education: High School Diploma or equivalent.
• 6 months in a fast-paced sales or customer service role required; financial services experience preferred.
• Ability to listen and propose tailored products.
• Strong verbal and written communication skills.

Responsibilities

• Process routine financial transactions for members (deposits, withdrawals, loan payments, cashier's checks).
• Establish and maintain member deposit and loan accounts.
• Provide high-quality member service and escalate as needed.
• Identify and recommend products/services to meet member needs.
• Meet quarterly metrics, cross-selling targets, and incentives.
• Complete compliance training and stay updated on products/services.
• Perform account maintenance and follow-up/outbound calls.

Skills

Bilingual English/Mandarin

Active listening

Communication skills

Time management

Independent / team work

Notary preferred

Education

High School Diploma or equivalent

Tools

Microsoft Office

Job description

First Tech Federal Credit Union is hiring a Relationship Banker for our Redmond studio. You will engage members in person, over the phone, and by email to understand financial needs and offer tailored products and services.

You'll process routine transactions, open and maintain accounts, and meet sales and service targets while ensuring compliance and top-tier member service. A notary is preferred and bilingual capability is valued.