The Relationship Banker processes routine financial transactions for members in the Branch, as well as follow up activities by phone and email. The Relationship Banker 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:
What You'll Do:
- Process routine financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments and cashier’s checks), in compliance with regulations and guidelines
- Establish and maintain member deposit and loan accounts
- 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
- Partner with other business units in sales and service activities, as appropriate
Essential Skills:
- Prior experience in retail sales or service; financial services experience preferred
- 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
- Ability to work in fast-paced environment and meet deadlines without sacrificing accuracy and service
- Strong critical thinking and decision-making skills with attention to detail
- Working knowledge of Microsoft Office Suite
- High School Diploma or equivalent
Location: San Diego Experience Center - San Diego, OR 92127
Target Compensation in San Diego, CA: $22.50 to $27.25 per hour + monthly incentive
Who We Are:
What makes First Tech different? Click here to learn more!
Every great journey begins with a bold idea—and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.
Employees are eligible for:
- Traditional medical, dental, and vision coverage
- Generous 401(k) match
- Paid Time Off: - You’ll accrue up to 15 days in your first year. In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually
- Paid federal holidays
- Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria
Employment Statements:
First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you’re applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to
recruiters@firsttechfed.com
and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address First Tech is not currently offering Visa transfer or sponsorship for this position
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