First Tech Federal Credit Union: Relationship Banker

The Relationship Banker processes routine financial transactions for members in the Branch, as well as follow up activities by phone and email.

The Relationship Banker is focused on building strong relationships with new and existing members.Here’s what you can expect from the job and what you need to be successful:Job dutiesProcess routine financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments and cashier’s checks), in compliance with regulations and guidelinesEstablish and maintain member deposit and loan accountsProvide the highest quality of service to all members; promptly address memberconcerns and/or escalate to leadership when appropriateEngage with members to understand needs and recommend financial solutions that best fit their goals, based on First Tech’s suite of product offeringsParticipate in campaigns, cross-selling and making referrals when appropriate using the online tracking and CRM systemsPerform account maintenance activities including updating member contact and personal informationPerform follow-up activities and outbound calls for new and existing membersPartner with other business units in sales and service activities, as appropriateEssential skillsPrevious experience working in a bank or credit union strongly preferred; may consider prior experience in retail sales or service in lieu of financial industry experienceExcellent listening skills with the ability to ask probing questions, understand concerns, and overcome objectionsExcellent verbal and written communication skills; able to express ideas concisely and logicallyDemonstrated effective time management skills and the ability to work independently or in a collaborative team environmentAbility to work in fast-paced environment and meet deadlines without sacrificing accuracy and serviceStrong critical thinking and decision-making skills with attention to detailWorking knowledge of Microsoft Office SuiteHigh School Diploma or equivalentOpenings available at the following branches:Cupertino 19960 Stevens Creek Blvd, Santa Clara, CA 95014Palo Alto 3000 El Camino Real, Suite 100, Palo Alto CA 93406San Jose 181 East Tasman Drive, Suite 10, San Jose CA 95134What makes First Tech different?

Click here to learn moreFirst Tech is not currently offering Visa sponsorship for this positionZRLI-EK FTFRetail Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.

41 CFR 60-1.35(c)