Relationship Banker (Terry Avenue Experience Center) (FULL TIME ON-SITE)

What You'll Do

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.
Meet quarterly metrics and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets, and incentives to help drive and execute on 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.
Complete 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.

Minimum Education

High School Diploma or equivalent.

Location

Terry Avenue Experience Center - Seattle, WA 98109

Target Compensation

$22.55 to $26.00 per hour + monthly incentive

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. As a Relationship Banker, you’ll work in a fast-paced environment processing routine financial transactions for members in-person, over the phone, and by e-mail. You’ll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams.

Benefits

Traditional medical, dental, and vision coverage
Generous 401(k) match
Paid Time Off: up to 15 days in your first year, 40 hours of sick time, and 3 personal days, which 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)

Schedule

N/A

Skills

Not applicable

Qualifications

Not applicable

Pay

$22.55 to $26.00 per hour + monthly incentive

Employment Statements

First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. If you’re applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to recruiters@firsttechfed.com and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address. First Tech is not currently offering Visa transfer/sponsorship for this position.