Relationship Banker II — Grow Members' Financial Dreams

First Tech Federal Credit Union; Beaverton (OR); In loco; USD 49.000 - 59.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, dental, and vision coverage

401(k) match

Paid time off

Paid federal holidays

Lending product discounts

Descrizione del lavoro

First Tech Federal Credit Union in Hillsboro, OR is seeking a Relationship Banker II to serve as a frontline financial partner. You will process routine and complex transactions in person, over the phone, and by email while building rapport and understanding members' financial needs.

This on-site, full-time role targets cross-sell and service excellence, with quarterly metrics and monthly incentives. Ideal candidates have 18+ months in sales or customer service in financial services and strong

Competenze

• Minimum 18 months in fast-paced sales or customer service in financial services.

Mansioni

• Process routine and complex financial transactions in-person, by phone, and by e-mail with compliance.
• Establish and maintain member deposit and loan accounts including IRAs.
• Provide high-quality member service and address concerns, escalating when needed.
• Identify and recommend products and services to meet members' financial needs and partner with service teams.
• Meet quarterly metrics, cross-sell, and referrals with sales targets and incentives.
• Complete required compliance training and stay current on products and services.
• Perform account maintenance and update member information.
• Follow up with new and existing members through outbound calls.
• Assist Branch leadership with onboarding of new Representatives.

Conoscenze

Active listening

Product recommendations

Verbal communication

Written communication

Time management

Sales/customer service

Computer systems

Attention to detail

Notary

Formazione

High School Diploma or equivalent

Strumenti

CRM software

Member databases

Descrizione del lavoro

First Tech Federal Credit Union in Hillsboro, OR is seeking a Relationship Banker II to serve as a frontline financial partner. You will process routine and complex transactions in person, over the phone, and by email while building rapport and understanding members' financial needs.

This on-site, full-time role targets cross-sell and service excellence, with quarterly metrics and monthly incentives. Ideal candidates have 18+ months in sales or customer service in financial services and strong