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Relationship Banker

Company: First Tech Federal Credit Union
Location: Beaverton
Posted on: March 24, 2020

Job Description:

Are you passionate about helping members with their financial needs? Are you looking for a position that offers a fun and dynamic work environment? We are looking for a Relationship Banker to join our Nimbus Branch. This role will be responsible for assisting members with day to day transactions; as well identifying and offering Credit Union products and services to best fit members' needs. Having a minimum of one year of experience in a bank or credit union branch environment with an emphasis on sales will help you succeed.
Here's what you can expect from the job and what you need to be successful:

Job Duties:


  • Process routine financial business for members quickly and accurately, including deposits and withdrawals, loan payments, traveler's checks and money orders
  • Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate
  • Listen to members and recommend solutions that best fit their needs; cross-selling and making referrals when appropriate using online tracking and CRM systems
  • Actively participate in programs and procedures that drive sales
  • Build strong relationships with existing members
  • Consistently follow up with new and existing members through outbound calls and business development activities

    Essential Skills:

    • Minimum 1-3 years' previous experience in a fast-paced, high volume service and sales environment; financial industry experience preferred
    • Experience accurately managing large amounts of cash and other financial negotiable items (in person and electronically)
    • Must have experience in sales and customer service
    • Inbound and/or outbound sales experience preferred
    • Ability to support First Tech branding in business development opportunities
    • Proficiency in basic mathematics and ten-key

      Location: Nimbus Branch - Beaverton, OR 97008

      Schedule: 40 hours per week, including Saturdays.

      First Tech is not currently offering Visa sponsorship or transfers

      FSRHP

Keywords: First Tech Federal Credit Union, Beaverton , Relationship Banker, Other , Beaverton, Oregon

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