Relationship Banker (Santa Rosa Experience Center)

Job Duties

• Quickly 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 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
• Maintain monthly metrics and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets, and incentives to help drive and execute 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

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
• 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

Location and Compensation

Location: Santa Rosa Experience Center - Santa Rosa, CA 95403
Target Compensation in Santa Rosa, CA: $22.50 to $27.25 per hour + monthly incentive

Benefits

• Traditional medical, dental, and vision coverage
• 401K matching up to 5% per pay period
• Paid Time Off (PTO): You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40-hours of sick time, and three personal days, which will refresh annually
• Up to 11 paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)