Relationship Banker (Vancouver Experience Center)

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

Job summary

First Tech Federal Credit Union is seeking a Relationship Banker for their Vancouver Experience Center. This role focuses on processing financial transactions, building relationships with members, and providing excellent service. Candidates should possess strong sales skills, effective communication abilities, and a commitment to member satisfaction. Join a leading financial institution and contribute to helping members achieve their financial goals.

Benefits

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

11 paid federal holidays

Special employee pricing on lending products

Qualifications

• Prior experience in retail sales or service; financial services experience preferred.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment.

Responsibilities

• Process routine financial transactions accurately.
• Engage with members to recommend financial solutions.
• Participate in cross-selling and referral campaigns.

Skills

Listening skills

Communication

Time management

Critical thinking

Sales skills

Education

High School Diploma or equivalent

Tools

Microsoft Office Suite

Job description

Join to apply for the Relationship Banker (Vancouver Experience Center) role at First Tech Federal Credit Union

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Join to apply for the Relationship Banker (Vancouver Experience Center) role at First Tech Federal Credit Union

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.

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? Click here to learn more!

First Tech is not currently offering Visa sponsorship for this position

#FTFRetail

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Financial Services, Banking, and IT Services and IT Consulting

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