Relationship Banker II (Tanasbourne Experience Center) (FULL TIME ON-SITE)

First Tech Federal Credit Union; Beaverton (OR); On-site; USD 49,000 - 59,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) match

Paid time off

Paid federal holidays

Lending product discounts

Job summary

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

Qualifications

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

Responsibilities

• 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.

Skills

Active listening

Product recommendations

Verbal communication

Written communication

Time management

Sales/customer service

Computer systems

Attention to detail

Notary

Education

High School Diploma or equivalent

Tools

CRM software

Member databases

Job description

Description

The Relationship Banker II is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team.As an Relationship Banker II, you'll work in a fast-paced environment processing routine and complex 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.

What You'll Do

• Quickly processroutine and complex 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 including businesses, trusts fiduciary, and IRA accounts
• Provide the highest quality of member service by promptly addressing member concerns and escalat... 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
• Assist Branch leadership with the onboarding of new Representatives as needed

Essential Skills

• Minimum eighteen (18) months in a fast-paced sales or customer service role within the financial services industry 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
• Skilled to workin 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
• Strongcritical thinking and decision-making skills with attention to detail
• Minimum Education: High School Diploma or equivalent
• Certification/License: Notary preferred

Location: Tanasbourne Experience Center - Hillsboro, OR 97006 (FULL TIME ON-SITE)

Target Compensation in Hillsboro, OR: $23.50 to $28.50 per hour + monthly incentive

Who We Are

What makes First Tech different? Clickhereto learn more!

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.

• 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)

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.