Relationship Banker: Build Members’ Financial Futures

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

Benefits offered by this job

Medical, dental, and vision coverage

401(k) match

Paid Time Off

Paid federal holidays

Lending products pricing

Job summary

First Tech Federal Credit Union seeks a Relationship Banker to serve as a frontline financial partner, processing routine transactions in-person, on the phone, and by email. You will engage in consultative conversations to understand member needs and offer tailored products, while working within a dynamic sales-driven team.

Role requires advising on deposits, loans, and services, achieving quarterly targets, and maintaining up-to-date knowledge of offerings.

Qualifications

• Minimum six (6) months in a fast-paced sales or customer service role.
• Financial services experience preferred.
• Notary preferred.

Responsibilities

• Process routine financial transactions for members with accuracy and regulatory compliance.
• Establish and maintain member deposit and loan accounts.
• Provide high-quality service and address member concerns; escalate as needed.
• Identify and recommend products and services to meet members' needs; partner with service teams.
• Meet quarterly targets and participate in campaigns, cross-selling, and referrals.
• Complete compliance training within defined timelines and stay current on products.
• Update member information and perform follow-up calls to new/existing members.

Skills

Customer service

Sales

Active listening

Communication

Time management

MS Office

Notary

Education

High School Diploma or equivalent

Tools

Microsoft Office Suite

Job description

First Tech Federal Credit Union seeks a Relationship Banker to serve as a frontline financial partner, processing routine transactions in-person, on the phone, and by email. You will engage in consultative conversations to understand member needs and offer tailored products, while working within a dynamic sales-driven team.

Role requires advising on deposits, loans, and services, achieving quarterly targets, and maintaining up-to-date knowledge of offerings.