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

About the role

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. Location: Nimbus Experience Center - Beaverton, OR 97008.

Responsibilities

• 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

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

Qualifications

• Minimum Education: High School Diploma or equivalent
• Certification/License: Notary preferred

Pay

Target Compensation in Beaverton, OR: $23.50 to $28.50 per hour + monthly incentive

Benefits

• Traditional medical, dental, and vision coverage
• Generous 401(k) match
• Paid Time Off: up to 15 days in first year, 40 hours sick time, 3 personal days (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)

Schedule

FULL TIME ON-SITE