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

About the role

The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member‑focused sales team. In this fast‑paced environment you will process routine financial transactions for members in‑person, over the phone, and by e‑mail, while engaging in consultative conversations to understand members’ financial needs and offer tailored products and services.

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 such as insurance, investments, Premier, and mortgage.
• Meet quarterly metrics and service objectives (campaigns, cross‑selling, referrals) alongside sales targets and incentives.
• Complete required compliance training within defined timelines and maintain in‑depth knowledge of all credit union products and services.
• Perform account maintenance activities, including updating member contact and personal information.
• Conduct follow‑up activities and outbound calls for new and existing members.

Requirements

• Minimum education: High School Diploma or equivalent.
• At least six (6) months of experience in a fast‑paced sales or customer‑service role; financial‑services experience preferred.
• Certification/License: Notary preferred.

Essential Skills

• 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.
• Strong verbal and written communication skills; able to express ideas concisely and logically.
• Effective time‑management skills; ability to work independently or collaboratively.
• Capacity to thrive in a fast‑paced customer‑service and sales environment without sacrificing accuracy.
• Aptitude for learning a variety of computer systems and using technology to solve member issues.
• Critical‑thinking and decision‑making skills with attention to detail.
• Working knowledge of Microsoft Office Suite.

Benefits

• Traditional medical, dental, and vision coverage.
• Generous 401(k) match.
• Paid Time Off: accrue up to 15 days in the 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 Bellevue, WA: $22.55 to $26.00 per hour + monthly incentive.

Location

RidgePointe Experience Center – Bellevue, WA 98007