Relationship Banker (Boulder Experience Center)

First Tech Federal Credit Union; Boulder (CO); On-site; USD 43,000 - 51,000; Full time

Benefits offered by this job

Medical Coverage

401(k) Match

Paid Time Off

Paid Holidays

Loan Discounts

Job summary

First Tech Federal Credit Union in Boulder, CO is seeking a Relationship Banker to be a frontline financial partner handling routine transactions and maintaining deposit and loan accounts. You will engage with members in person, by phone, and via email to tailor financial solutions and build strong rapport.

This full-time, on-site role emphasizes consultative selling, meeting quarterly goals, and completing compliance training while staying informed about credit union products.

Qualifications

• Minimum six (6) months in a fast-paced sales or customer service role required; financial services experience preferred
• 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
• Ability to work in fast-paced customer service and sales environment without sacrificing accuracy and service
• Aptitude for learning a variety of computer systems using technology to solve member issues
• Possesses critical thinking and decision-making skills with attention to detail
• Working knowledge of Microsoft Office Suite
• Certification/License: Notary preferred
• Minimum Education: High School Diploma or equivalent

Responsibilities

• Process routine financial transactions for members including deposits and withdrawals, loan payments, and cashier’s checks, while ensuring regulatory compliance.
• Establish and maintain member deposit and loan accounts.
• Provide high-quality member service and address concerns, escalating to leadership when appropriate.
• Identify and recommend products and services to meet members' needs and partner with service teams including insurance, investments, Premier, and mortgage.
• Meet quarterly metrics and sales targets, and participate in campaigns and incentives.
• Complete required compliance training within defined timelines and maintain knowledge of current credit union products and services.
• Perform account maintenance and update member contact/personal information.
• Conduct follow-up calls with new and existing members.

Job description

Description

The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member-focused sales team. As a Relationship Banker, you'll work in a fast-paced environment processing routine financial transactions for members in-person, over the phone, and by e-mail. You'll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams.

Here’s what you can expect from the job and what you need to be successful:

What You’ll Do

• 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 *escalate* 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

Essential Skills

• Minimum six (6) months in a fast-paced sales or customer service role required; financial services experience preferred
• 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
• Ability to work in fast-paced customer service and sales environment without sacrificing accuracy and service
• Aptitude for learning a variety of computer systems using technology to solve member issues
• Possesses critical thinking and decision-making skills with attention to detail
• Working knowledge of Microsoft Office Suite
• Certification/License: Notary preferred
• Minimum Education: High School Diploma or equivalent

Location

Boulder Experience Center | Boulder, CO 80301

Target Compensation

$20.50-$24.75 + monthly incentives

Schedule

Monday - Friday | Full-Time (On-Site)

Who We Are

Every great journey begins with a bold idea-and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.

Employees are eligible for

• Traditional medical, dental, and vision coverage
• Generous 401(k) match
• Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
• Paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)

Employment Statements

First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

First Tech is not currently offering Visa transfer/sponsorship for this position.