Relationship Banker — Remote Options & Growth

Technology Credit Union; Milpitas (CA); On-site; USD 55,500 - 72,500; Full time

Benefits offered by this job

Health Coverage

401(k) plan with company match

Paid Holidays

Job summary

Technology Credit Union in Milpitas is seeking a Relationship Banker to assist members with various financial products and services in a retail branch environment. You will deliver exceptional service and identify needs, converting service interactions into sales opportunities.

The ideal candidate has a strong service-to-sales orientation, with at least 1 year of experience in customer service or financial services. This role offers flexible work hours and a comprehensive benefits package, including health coverage and a 401(k) plan.

Qualifications

• 1+ years’ experience in sales, customer service, or financial services.
• Proven ability to develop interpersonal connections.
• Strong service-to-sales orientation with ability to translate needs.

Responsibilities

• Performs a wide variety of banking transactions.
• Delivers exceptional member service and resolves requests.
• Meets sales goals ethically and in compliance.

Skills

Interpersonal connections

Service-to-sales orientation

Rapport-building

Active listening

Consultative communication

Time-management

Microsoft Office skills

Education

High School diploma or equivalent

College degree preferred

Job description

Technology Credit Union in Milpitas is seeking a Relationship Banker to assist members with various financial products and services in a retail branch environment. You will deliver exceptional service and identify needs, converting service interactions into sales opportunities.

The ideal candidate has a strong service-to-sales orientation, with at least 1 year of experience in customer service or financial services. This role offers flexible work hours and a comprehensive benefits package, including health coverage and a 401(k) plan.