DescriptionThe Relationship Banker is a financial partner that is part of a supportive and dynamic member focused sales team. You'll work in a fast-paced environment processing routine financial transactions and engage in consultative conversations in-person, by phone, and/or e-mail with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams.
Here's what you can expect from the job and what you need to be successful:
Job duties:
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 proceduresEstablish and maintain member deposit and loan accountsProvide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriateProactively identify and recommend the best products and services to meet the members' financial needs and partner with service teams including insurance, investments, Premier, and mortgageMeet 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
initiativesComplete required compliance training within well-defined timelines and utilize available resources to maintain in depth current knowledge of all current credit union products and servicesPerform account maintenance activities including updating member contact and personal informationPerform follow-up activities and outbound calls for new and existing membersEssential skills:
Minimum six (6) months in a fast-paced sales or customer service role required; financial services experience preferredAbility to listen to members' needs and provide tailored product recommendationsExcellent 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 customer service and sales environment without sacrificing accuracy and serviceAptitude for learning a variety of computer systems using technology to solve member issuesPossesses critical thinking and decision-making skills with attention to detailWorking knowledge of Microsoft Office SuiteMinimum Education:
High School Diploma or equivalentCertification/License
: Notary preferredLocation:
Boulder, CO 80301
(FULL TIME ON SITE)
Target Compensation: $19.00 to $24.00 per hour quarterly incentive
Benefits options include:
Traditional medical, dental, and vision coverage401K matching up to 5% per pay periodAccrue up to 17 days of Paid Time Off your first year of employment11 paid federal holidaysSpecial 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)First Tech is not currently offering Visa sponsorship or transfer for this position
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