Relationship Banker (Oakridge Experience Center) (FULL TIME ON-SITE)

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

Benefits offered by this job

Traditional medical, dental, andVision

401K matching up to 5% per pay period

Paid Time Off: 15 vacation days, 40h s

11 paid federal holidays

Special employee pricing on lending

Job summary

First Tech Federal Credit Union in Oakridge, OR is seeking a Relationship Banker to serve as a frontline financial partner. You’ll process deposits, withdrawals, and routine transactions in person, on the phone, and by email while building rapport and tailoring products to members’ financial goals.

You’ll meet sales targets, complete compliance training, and work with service teams to offer loans, mortgages, and investments. The role is full-time and on-site with benefits and incentives.

Qualifications

• Minimum six (6) months in a fast-paced sales or customer service role.
• Financial services experience preferred.
• Ability to listen to members’ needs and provide tailored product recommendations.
• Excellent verbal and written communication skills.
• Proficiency with MS Office and basic computer systems.

Responsibilities

• Process routine financial transactions for members in-person, over the phone, and by e-mail.
• Establish and maintain member deposit and loan accounts.
• Provide high-quality member service and promptly address concerns.
• Proactively identify and recommend products and services to meet member needs.
• Meet quarterly metrics, campaigns, cross-selling, referrals, and sales targets.
• Complete required compliance training and maintain knowledge of current products.
• Perform account maintenance and follow-up outreach to members.

Skills

Customer service

Active listening

Communication

Time management

Teamwork

Attention to detail

MS Office

Notary

Education

High School Diploma or equivalent

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.

Job Duties

• 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 escalation 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

OakridgeExperience Center - Oakridge, OR 97463 (FULL TIME ON-SITE)

Target Compensation in Oakridge, OR

$20.50 to $24.75 per hour + monthly incentive

Benefits Options Include

• Traditional medical, dental, and vision coverage
• 401K matching up to 5% per pay period
• Paid Time Off: You’ll accrue up to 15 vacation days in your first year. In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually
• 11 paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)

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

#INDMI

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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.