Relationship Banker Jobs

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 Duties:

• Establish and maintain member deposit and loan accounts
• 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
• Partner with other business units in sales and service activities, as appropriate
• Process routine financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments and cashier’s checks), in compliance with regulations and guidelines
• Perform follow-up activities and outbound calls for new and existing members
• Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate

Essential Skills:

• Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment
• Excellent verbal and written communication skills; able to express ideas concisely and logically
• High School Diploma or equivalent
• Ability to work in fast-paced environment and meet deadlines without sacrificing accuracy and service
• Strong critical thinking and decision-making skills with attention to detail
• Prior experience in retail sales or service; financial services experience preferred
• Working knowledge of Microsoft Office Suite
• Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections

Location: Kirkland Urban Experience Center - Kirkland, WA

Target Compensation in Kirkland, WA: $21.15 to $26.44 per hour + quarterly incentive

Benefits options include:

• 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)

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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