10 Relationship Banker II (Nimbus Experience Center) Jobs in Beaverton, OR
First Technology Federal Credit Union is Hiring a Relationship Banker II (Nimbus Experience Center) Near Beaverton, OR
- Establish and maintain member deposit and loan accounts, including business, trusts, fiduciary, IRA accounts
- Process routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier’s checks, IRA), in compliance with regulations and guidelines
- Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate
- Engage with members to understand needs and recommend financial solutions that best fit their goals, based on First Tech’s suite of product offerings
- Participate in campaigns, cross-selling and making referrals when appropriate using the online tracking and CRM systems
- Perform account maintenance activities including updating member contact and personal information
- Perform follow-up activities and outbound calls for new and existing members
- Actively partner with other business units in sales and service activities
- Participate in orientation of new representatives as required
- Minimum Education: High School Diploma or equivalent
- Minimum eighteen (18) months in a fast-paced sales or customer service role within the financial services industry 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
- Skilled 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
- Strong critical thinking and decision-making skills with attention to detail
- Working knowledge of Microsoft Office Suite
- 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
$85k-113k (estimate)
04/21/2024
06/20/2024
addisonave.net
Palo Alto, CA
<25
Consumer Services
Related Companies
The job skills required for Relationship Banker II (Nimbus Experience Center) include Critical Thinking, Financial Services Industry, Customer Service, Listening, Leadership, Written Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Relationship Banker II (Nimbus Experience Center). 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 II (Nimbus Experience Center). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Relationship Banker II (Nimbus Experience Center) positions, which can be used as a reference in future career path planning. As a Relationship Banker II (Nimbus Experience Center), it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Relationship Banker II (Nimbus Experience Center). You can explore the career advancement for a Relationship Banker II (Nimbus Experience Center) below and select your interested title to get hiring information.
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