Premier Financial Representative (Downtown Bellevue Experience Center)

Premier Financial Representative

The Premier Financial Representative processes financial transactions and develops plans for assigned affluent members in the branch (Experience Center) as well as follow up activities by phone or email. The Representative 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 financial business for affluent members quickly and accurately, including opening accounts, wire transfers, account transfers, and loan payments
• Provide the highest quality of service to assigned members; promptly address member concerns and / or escalate to leadership when appropriate
• Engage with members and recommend options that best fit their needs, participate in campaigns, cross-selling, and making referrals when appropriate using the online tracking and CRM systems
• Perform follow-up activities for assigned and prospective members, including outbound calls and business development activities
• Assist members in their financial goals by offering multiple deposit & lending product options
• Partner with other business units in sales and service activities
• Mentor Financial Solutions Representatives on a day to day basis as a peer coach

Essential Skills :

Minimum Education : High School Diploma

Location : Downtown Bellevue Experience Center - Bellevue, WA 98004

Target Compensation in Bellevue, WA : $30.77 to $37.98 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)

First Tech is not currently offering Visa sponsorship for this position #FT123 First Technology Federal Credit Union is an Equal Opportunity Employer. First Tech does not discriminate against any employee or applicant for employment on the basis of race, color, ancestry, national origin, religion or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other characteristics protected by state law, federal law, or local ordinance.