Relationship Banker (Vancouver Experience Center)

First Technology Federal Credit Union; Vancouver (WA); On-site; USD 60,000 - 80,000; Full time

Job summary

Un poste de Relationship Banker chez une coopérative de crédit réputée à Vancouver, WA, est offert pour fournir un service client exceptionnel et traiter des transactions financières. Les candidats doivent posséder d'excellentes compétences en communication et une expérience en vente, en plus d'un diplôme de niveau secondaire. Ce rôle implique la gestion des comptes des membres et la recommandation de solutions financières appropriées.

Benefits

Couverture médicale, dentaire et de la vue

Correspondance 401K jusqu'à 5%

Congés de maladie pouvant aller jusqu'à 17 jours

11 jours fériés payés

Tarification spéciale pour les produits de prêt

Qualifications

• Expérience dans la vente ou le service, de préférence dans le secteur financier.
• Capacité à travailler dans un environnement rapide et à respecter les délais.

Responsibilities

• Traiter les transactions financières pour les membres rapidement et avec précision.
• Fournir un service de haute qualité et résoudre les préoccupations des membres.

Skills

Communication

Écoute active

Gestion du temps

Pensée critique

Vente

Education

High School Diploma or equivalent

Tools

Microsoft Office Suite

Job 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.

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 escalate 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:Vancouver Experience Center - Vancouver, WA 98684

Target Compensation in Vancouver, WA: $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
• Accrue up to 17 days of Paid Time Off your first year of employment
• 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)

What makes First Tech different? Clickhereto learn more!

First Tech is not currently offering Visa sponsorship for this position

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