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

First Tech is a member-focused financial institution rooted in the tech sector, offering innovative financial solutions with a people-first approach.

About the role

The Relationship Banker is a frontline financial partner who processes routine financial transactions and engages in consultative conversations to understand and meet members' financial needs. You’ll work in a fast-paced, supportive, and dynamic team environment, assisting members in-person, over the phone, and via email.

Responsibilities

• Quickly process routine financial transactions for members, including deposits, withdrawals, loan payments, and cashier’s checks, while ensuring regulatory compliance and adherence to internal procedures
• Establish and maintain member deposit and loan accounts
• Provide the highest quality of member service by promptly addressing concerns and escalating to leadership when appropriate
• Proactively identify and recommend the best products and services to meet members’ financial needs, partnering with service teams including insurance, investments, Premier, and mortgage
• Meet quarterly metrics and service objectives (e.g., campaigns, cross-selling, and referrals), alongside sales targets and incentives to drive key business goals
• Complete required compliance training within defined timelines and maintain in-depth 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

Requirements

• Minimum six (6) months in a fast-paced sales or customer service role; financial services experience preferred
• Ability to listen to members’ needs and provide tailored product recommendations
• 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 a fast-paced customer service and sales environment without sacrificing accuracy and service
• Aptitude for learning a variety of computer systems to solve member issues
• Critical thinking and decision-making skills with attention to detail
• Working knowledge of Microsoft Office Suite
• High School Diploma or equivalent
• Notary certification preferred

Benefits

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

Pay

Target compensation in Beaverton, OR: $20.50 to $24.75 per hour + monthly incentive.

Schedule

Full-time, on-site at the Nimbus Experience Center in Beaverton, OR 97008.