Relationship Banker (State Street Experience Center) (FULL TIME ON-SITE)

First Tech is a member-focused financial institution where Relationship Bankers act as frontline financial partners, delivering consultative service in a dynamic sales environment.

About the role

As a Relationship Banker, you’ll process routine financial transactions for members in-person, by phone, and via email. You’ll build strong member relationships through consultative conversations, identify financial needs, and recommend tailored products and services to help members achieve their goals.

Responsibilities

• Process routine financial transactions (deposits, withdrawals, loan payments, cashier’s checks) while ensuring regulatory compliance and adherence to internal procedures
• Establish and maintain member deposit and loan accounts
• Provide high-quality member service by promptly addressing concerns and escalating to leadership when appropriate
• Proactively identify and recommend products and services to meet members’ financial needs, partnering with service teams (insurance, investments, Premier, 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 current knowledge of credit union products and services
• Perform account maintenance (updating member contact and personal information)
• Conduct 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 listening skills with the ability to ask probing questions, understand concerns, and overcome objections
• Strong verbal and written communication skills; ability to express ideas concisely and logically
• Effective time management skills and ability to work independently or collaboratively
• Ability to thrive in a fast-paced customer service and sales environment without sacrificing accuracy or service quality
• Aptitude for learning various computer systems to resolve member issues
• Critical thinking and decision-making skills with attention to detail
• Working knowledge of Microsoft Office Suite
• Notary certification preferred
• High School Diploma or equivalent

Location

State Street Experience Center - Salem, OR 97301 (full-time on-site)

Pay

$20.50 to $24.75 per hour + monthly incentive

Benefits

• Traditional medical, dental, and vision coverage
• 401K matching up to 5% per pay period
• Paid Time Off: Up to 15 vacation days accrued in the first year, plus 40 hours of sick time and 3 personal days (refreshed annually)
• 11 paid federal holidays
• Special employee pricing on lending products (mortgage, auto, personal loans), subject to standard account requirements and underwriting criteria