Relationship Banker II - First Technology Federal Credit Union

Description

• 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

• Minimum Education: High School Diploma or equivalent
• Minimum eighteen (18) months in a fast-paced sales or customer service role within the financial services industry preferred
• Ability to listen to members’ needs and provide tailored product recommendations
• 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
• Skilled to work in fast-paced customer service and sales environment without sacrificing accuracy and service
• Aptitude for learning a variety of computer systems using technology to solve member issues
• Strong critical thinking and decision-making skills with attention to detail
• Working knowledge of Microsoft Office Suite
• Certification/License: Notary preferred

Target Compensation in Keizer, OR: $22.60 to $28.37 per hour + monthly incentive   

• 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)