Relationship Banker II (Cedar Hills Experience Center) (FULL TIME ON-SITE)

Description

The Relationship Banker II is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team.  As an Relationship Banker II, you’ll work in a fast-paced environment processing routine and complex financial transactions for members in-person, over the phone, and by e-mail.  You’ll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams.

Here's what you can expect from the job and what you need to be successful :

Job Duties :

• Quickly process routine and complex financial transactions for members including deposits and withdrawals, loan payments, and cashier’s checks, while ensuring regulatory compliance and adherence to internal procedures
• Establish and maintain member deposit and loan accounts including businesses, trusts fiduciary, and IRA accounts
• Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate
• Proactively identify and recommend the best products and services to meet the members’ financial needs and partner with service teams including insurance, investments, Premier, and mortgage
• Meet quarterly metrics and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets, and incentives to help drive and execute on key business goals and initiatives
• Complete required compliance training within well-defined timelines and utilize available resources to maintain in depth current knowledge of all current credit union products and services
• Perform account maintenance activities including updating member contact and personal information
• Perform follow-up activities and outbound calls for new and existing members
• Assist Branch leadership with the onboarding of new Representatives as needed

Essential Skills :

Location : Cedar Hills Experience Center - Beaverton, OR 97005 (FULL TIME ON-SITE)

Target Compensation :  $23.50 to $28.50 per hour + monthly incentive

Benefits options include :

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First Tech is not currently offering Visa sponsorship or transfer for this position

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