Relationship Banker II

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.

Ready to make your application Please do read through the description at least once before clicking on Apply.

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 :

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

Certification / License : Notary preferred

Minimum Education : High School Diploma or equivalent

Location : Downtown Bellevue City Center - Bellevue, WA 98004

Target Compensation in Bellevue, WA : $23.50 to $28.00 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)

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First Tech is not currently offering Visa sponsorship for this position

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