Senior Relationship Banker (Cornell Experience Center)

First Tech Federal Credit Union is a supportive, dynamic, member-focused sales team. As a Senior Financial Solutions Representative (FSR), you are a subject-matter expert responsible for processing routine, complex, and escalated financial transactions for members in-person, over the phone, and by email.

Responsibilities

• Quickly process routine and complex financial transactions for members—deposits, withdrawals, loan payments, cashier’s checks—while ensuring regulatory compliance and adherence to internal procedures.
• Establish and maintain member deposit and loan accounts, including business, trust, fiduciary, and IRA accounts.
• Provide the highest quality of member service by promptly addressing member concerns and escalating to leadership when appropriate.
• Proactively identify and recommend the best products and services to meet members’ financial needs; partner with service teams including insurance, investments, Premier, and mortgage.
• Meet quarterly metrics and service objectives (campaigns, cross-selling, referrals) alongside sales targets and incentives to drive key business goals.
• Complete required compliance training within well-defined timelines and maintain in-depth, current knowledge of all credit-union products and services.
• Perform account-maintenance activities, including updating member contact and personal information.
• Lead business-development activities: SEG onsite events, member follow-up, and outbound calls.
• Mentor representatives on a day-to-day basis and partner with branch leadership in the onboarding of new FSRs.
• Act as manager on duty in the absence of leadership to support operations, escalations, and opening/closing of the store.

Requirements

• High school diploma or equivalent.
• Minimum three years in a fast-paced sales or customer-service role within the financial-services industry.
• Ability to listen to members’ needs and provide tailored product recommendations.
• Excellent listening skills; 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 ability to work independently or in a collaborative team environment.
• Skilled at working in a fast-paced customer-service and sales environment without sacrificing accuracy or service.
• Aptitude for learning a variety of computer systems and using technology to solve member issues.
• Strong critical-thinking and decision-making skills with attention to detail.
• Working knowledge of Microsoft Office Suite.
• Notary certification preferred.

Benefits

• Traditional medical, dental, and vision coverage.
• 401K matching up to 5% per pay period.
• Accrue up to 17 days of Paid Time Off your first year of employment.
• 11 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

$25.96 – $31.73 per hour plus monthly incentive.

Location: Cornell Experience Center – Hillsboro, OR 97124