5 Relationship Banker (FULL TIME ON SITE) Jobs in Boulder, CO
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First Technology Federal Credit Union is Hiring a Relationship Banker (FULL TIME ON SITE) Near Boulder, CO
- 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
- Perform follow-up activities and outbound calls for new and existing members
- 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
- Ability to work in fast-paced customer service and sales environment without sacrificing accuracy and service
- 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
- Certification/License: Notary preferred
- 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 for special employee pricing is subject to standard account requirements and underwriting criteria)
Job Summary
Full Time
Consumer Services
$83k-113k (estimate)
02/18/2024
05/10/2024
addisonave.net
Palo Alto, CA
<25
Consumer Services
Related Companies
The job skills required for Relationship Banker (FULL TIME ON SITE) include Products and Services, Customer Service, Financial Services, Leadership, Initiative, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Relationship Banker (FULL TIME ON SITE). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Relationship Banker (FULL TIME ON SITE). Select any job title you are interested in and start to search job requirements.
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