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

About the role

The Relationship Banker is a frontline financial partner that is part of a supportive and dynamic, member-focused sales team. In this role, you will work in a fast-paced environment processing routine financial transactions for members in-person, over the phone, and by email. You will engage in consultative conversations with members to establish strong rapport and understand their financial needs, offering tailored products and services to help them reach their financial goals.

Responsibilities

• Process routine 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
• Provide the highest quality of member service by promptly addressing member concerns and escalating to leadership when appropriate
• Proactively identify and recommend the best products and services to meet members’ financial needs and partner with service teams including insurance, investments, Premier, and mortgage
• Meet quarterly metrics and service objectives (e.g., campaigns, cross-selling, referrals) alongside sales targets and incentives to help drive and execute key business goals and initiatives
• Complete required compliance training within defined timelines and utilize available resources to 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

Essential Skills

• Minimum six (6) months in a fast-paced sales or customer service role required; financial services experience 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
• 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 using technology to solve member issues
• Possesses critical thinking and decision-making skills with attention to detail
• Working knowledge of Microsoft Office Suite
• Certification/License: Notary preferred
• Minimum Education: High School Diploma or equivalent

Benefits

• Traditional medical, dental, and vision coverage
• 401(k) matching up to 5% per pay period
• Paid Time Off: Accrue up to 15 vacation days in your first year; 40 hours of sick time and 3 personal days annually
• 11 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 Oakridge, OR: $20.50 to $24.75 per hour + monthly incentive

Location: Oakridge Experience Center – Oakridge, OR 97463 (Full-time on-site)