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

First Tech Fed Credit Union

Kirkland, WA

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JOB DETAILS

JOB TYPE

Full-time, Employee

SKILLS

Bank Management, Campaigns, Communication Skills, Computer Systems, Credit Union, Cross-Selling, Customer Support/Service, Detail Oriented, Fiduciary, Financial Services, Financial Transactions, Insurance, Leadership, Maintain Compliance, Metrics, Mortgage, Onboarding, Presentation/Verbal Skills, Problem Solving Skills, QoS (Quality of Service), Regulatory Compliance, Sales, Team Player, Time Management, Writing Skills

LOCATION

Kirkland, WA

POSTED

30+ days ago

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 processingroutine 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 processroutine 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 workin 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
Strongcritical thinking and decision-making skills with attention to detail
Minimum Education: High School Diploma or equivalent
Certification/License: Notary preferred

Location:Kirkland Urban Experience Center - Kirkland, WA 98033 (FULL TIME ON-SITE)

Target Compensation:$25.85 to $31.35 per hour + monthly incentive

Benefits options include:

Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Paid Time Off: You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
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? Clickhereto learn more!

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

#FTRetail

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.

About the Company

First Tech Fed Credit Union

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