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

First Tech Federal Credit Union; Oakridge (OR); Presencial; USD 28 000 - 34 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical/Dental/Vision coverage

401K matching

Paid Time Off plus holidays

Resumo da oferta

First Tech Federal Credit Union in Oakridge, OR is seeking a Relationship Banker to be a frontline financial partner, handling routine transactions and consultative conversations to meet members' financial needs.

You will support a fast-paced, member-focused sales team, process deposits, loans, and referrals, and participate in ongoing training to stay current on products and services.

Qualificações

• Six 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, verbal and written communication; ability to explain clearly.

Responsabilidades

• 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 escalate concerns when needed.
• Identify and recommend products and services to meet member needs and partner with service teams.
• Meet quarterly metrics, cross-sell targets, and referral goals.
• Complete required compliance training and stay current on credit union products.
• Perform account maintenance and update member information.
• Conduct follow-up calls for new and existing members.

Conhecimentos

Active Listening

Sales Experience

Customer Service

Communication

Time Management

Microsoft Office

Notary (Preferred)

Formação académica

High School Diploma or equivalent

Descrição da oferta de emprego

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.

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 escalating 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

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.

If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to [e-mail] and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

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