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

First Tech is a member-focused financial institution rooted in the tech sector, offering innovative solutions to support members from all walks of life.

About the role

The Relationship Banker is a frontline financial partner who processes routine financial transactions for members in-person, over the phone, and by email. You’ll engage in consultative conversations to understand members’ financial needs and offer tailored products and services to help them achieve their goals. This role operates in a fast-paced, supportive, and dynamic sales environment.

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 up-to-date 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 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 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 strong 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 Hillsboro, OR: $20.50 to $24.75 per hour + monthly incentive.

Schedule

Full-time, on-site at the Tanasbourne Experience Center in Hillsboro, OR (97006).