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

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

Benefits offered by this job

Medical, dental, vision coverage

401(k) match

Paid Time Off: up to 15 days firstyear

11 paid federal holidays

Special employee pricing on lending

Job summary

First Tech Federal Credit Union is seeking a Relationship Banker to process routine member transactions in-branch and follow up by phone and email. The role focuses on building strong relationships with new and existing members while cross-selling products where appropriate.

You will handle deposits, loan payments, account maintenance, and member inquiries, with emphasis on accurate processing, service quality, and CRM-driven referrals.

Qualifications

• Retail sales or financial services experience preferred.
• Excellent listening, probing and communication skills.
• Ability to work in a fast-paced environment and meet deadlines.
• Strong teamwork with independent work capability.
• Detail-oriented with good time management.
• Proficiency in Microsoft Office Suite.
• High School Diploma or equivalent.

Responsibilities

• Process routine financial transactions accurately for members.
• Establish and maintain member deposit and loan accounts.
• Provide high-quality member service and address concerns.
• Engage with members to understand needs and offer financial solutions.
• Participate in campaigns, cross-selling and referrals using CRM systems.
• Perform account maintenance and update member information.
• Conduct follow-up calls for new and existing members.
• Collaborate with other business units in sales and service.

Skills

Retail sales experience

Active listening

Verbal and written communication

Time management

Teamwork / collaboration

Attention to detail

Microsoft Office Suite

Education

High School Diploma or equivalent

Tools

Microsoft Office Suite

Job description

Description

The Relationship Banker processes routine financial transactions for members in the Branch, as well as follow up activities by phone and email. The Relationship Banker is focused on building strong relationships with new and existing members.

The Relationship Banker processes routine financial transactions for members in the Branch, as well as follow up activities by phone and email. The Relationship Banker is focused on building strong relationships with new and existing members.

Here’s what you can expect from the job and what you need to be successful:

Job Duties

• Process routine financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments and cashier’s checks), in compliance with regulations and guidelines
• Establish and maintain member deposit and loan accounts
• Provide the highest quality of service to all members; promptly address member concerns and/or escape to leadership when appropriate
• Engage with members to understand needs and recommend financial solutions that best fit their goals, based on First Tech’s suite of product offerings
• Participate in campaigns, cross-selling and making referrals when appropriate using the online tracking and CRM systems
• Perform account maintenance activities including updating member contact and personal information
• Perform follow-up activities and outbound calls for new and existing members
• Partner with other business units in sales and service activities, as appropriate

Essential Skills

• Prior experience in retail sales or service; financial services experience preferred
• 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 environment and meet deadlines without sacrificing accuracy and service
• Strong critical thinking and decision-making skills with attention to detail
• Working knowledge of Microsoft Office Suite
• High School Diploma or equivalent

Location

Tanasbourne Experience Center - Hillsboro, OR 97006

Target Compensation in Hillsboro, 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.

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.

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.