Relationship Banker II

Company: First Technology Federal Credit Union
Location: Beaverton
Posted on: March 19, 2023

Job Description:

Job duties

Establish and maintain member deposit and loan accounts, including business, trusts, fiduciary, IRA accounts
Process routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA), in compliance with regulations and guidelines
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
Actively partner with other business units in sales and service activities
Participate in orientation of new representatives as required

Essential skills

Minimum six months' experience in a retail sales environment, preferably in financial services
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: $22.00 to $27.50 per hour + quarterly 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

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