Relationship Banker Ii Jobs

The Relationship Banker II processes routine and complex financial transactions for members in person and virtually, as well as follow up activities by phone and email. The Representative 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 Duties:

• 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
• Participate in orientation of new representatives as required
• Perform follow-up activities and outbound calls for new and existing members
• Engage with members to understand needs and recommend financial solutions that best fit their goals, based on First Tech’s suite of product offerings
• Establish and maintain member deposit and loan accounts, including business, trusts, fiduciary, IRA accounts
• Actively partner with other business units in sales and service activities
• Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate
• 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

Essential Skills:

• Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment
• Strong critical thinking and decision-making skills with attention to detail
• 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
• Working knowledge of Microsoft Office Suite
• Ability to work in fast-paced environment and meet deadlines without sacrificing accuracy and service
• Minimum six months’ experience in a retail sales environment, preferably in financial services
• High School Diploma or equivalent

Location: Redmond Studios West Microsoft Experience Center - Redmond, WA

Target Compensation in Redmond, WA: $21.63 to $30.29 per hour + quarterly incentive

Benefits options include:

• 401K matching up to 5% per pay period
• Traditional medical, dental, and vision coverage
• 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)

What makes First Tech different? Click here to learn more!

First Tech is not currently offering Visa sponsorship for this position

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