Relationship Banker (Vancouver 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, over the phone, and by email while building strong rapport and offering tailored products and services to meet their financial 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; partner with insurance, investments, Premier, and mortgage teams
• 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, including updating member contact and personal information
• Conduct follow-up activities and outbound calls for new and existing members

Requirements

• Minimum six 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 verbal and written communication skills; ability to express ideas concisely and logically
• Demonstrated time management skills and ability to work independently or collaboratively
• Comfort working in a fast-paced customer service and sales environment without sacrificing accuracy or service quality
• Aptitude for learning computer systems to resolve member issues
• Critical thinking, decision-making, and 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: up to 15 days accrued 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 (mortgage, auto, personal loans; eligibility subject to standard account requirements and underwriting criteria)

Pay

$20.50 to $24.75 per hour plus monthly incentive.

Schedule

Full-time, on-site at the Vancouver Community Experience Center in Vancouver, WA 98684.