Relationship Banker: Member-Focused Financial Partner

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

Benefits offered by this job

Medical, dental, vision insurance

401(k) match

Paid time off & holidays

Employee pricing on lending products

Job summary

First Tech Federal Credit Union in Seattle seeks a Relationship Banker to engage members, process routine transactions, and advise on tailored financial solutions. You’ll build rapport, cross-sell products, and meet quarterly sales targets while maintaining high service standards.

The role is full-time and on-site at the South Lake Union Experience Center. Ideal candidates will have 6 months in sales or customer service, strong listening and communication skills, and familiarity with Microsoft

Qualifications

• Six months in a fast-paced sales or customer service role.
• Ability to listen to members' needs and provide tailored product recommendations.
• Excellent verbal and written communication; strong time management.
• Able to work independently or in a team environment.
• Notary preferred.

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 address member concerns promptly.
• Identify and recommend products and services to meet members' needs; partner with service teams.
• Meet quarterly metrics, campaigns, cross-selling, and referrals while achieving sales targets.

Skills

Sales experience

Customer service

Active listening

Communication skills

Time management

Notary preferred

Education

High School Diploma or equivalent

Tools

Microsoft Office Suite

Job description

First Tech Federal Credit Union in Seattle seeks a Relationship Banker to engage members, process routine transactions, and advise on tailored financial solutions. You’ll build rapport, cross-sell products, and meet quarterly sales targets while maintaining high service standards.

The role is full-time and on-site at the South Lake Union Experience Center. Ideal candidates will have 6 months in sales or customer service, strong listening and communication skills, and familiarity with Microsoft