Senior Relationship Banker: Growth & Service Leader (Remote)

Technology Credit Union; San Jose (CA); On-site; USD 62,500 - 83,500; Full time

Benefits offered by this job

Medical, dental, and vision plans

401(k) plan with company match

12 paid holidays annually

PTO accrues at 5.54 hours per bi-weekly paycheck

Job summary

Technology Credit Union is seeking a Senior Relationship Banker in San Jose, CA, to assist members with a wide range of financial products and services. The role involves developing sales strategies and maintaining compliance with regulatory requirements while delivering exceptional member service.

The ideal candidate will have strong sales and customer service skills, a high school diploma, and at least 5 years of relevant experience. The position offers a comprehensive benefits package and opportunities for growth within the organization.

Qualifications

• High School diploma or equivalent; college degree preferred.
• 5+ years’ experience in related disciplines, including sales, customer service or financial services preferred.
• Strong sales, service and team orientation.

Responsibilities

• Assist members with financial products and services in a retail branch.
• Develop direct and indirect sales growth, including mortgage and auto lending.
• Deliver exceptional member service and ensure timely resolution of issues.

Skills

Sales skills

Customer service

Communication skills

Detail orientation

Knowledge of financial products

Organization skills

Teamwork

Mathematical skills

Education

High School diploma or equivalent

College degree (preferred)

Tools

Microsoft Office

Digital platforms

Job description

Technology Credit Union is seeking a Senior Relationship Banker in San Jose, CA, to assist members with a wide range of financial products and services. The role involves developing sales strategies and maintaining compliance with regulatory requirements while delivering exceptional member service.

The ideal candidate will have strong sales and customer service skills, a high school diploma, and at least 5 years of relevant experience. The position offers a comprehensive benefits package and opportunities for growth within the organization.