Relationship Banker Jobs

Here's what you can expect from the job and what you need to be successful:

Job duties

• 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
• Partner with other business units in sales and service activities, as appropriate
• Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate
• Perform account maintenance activities including updating member contact and personal information
• 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
• Participate in campaigns, cross-selling and making referrals when appropriate using the online tracking and CRM systems
• Perform follow-up activities and outbound calls for new and existing members

Essential skills

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

Location: Cupertino Experience Center, CA 95014

Target Compensation in Cupertino CA: $24.04 to 30.29 per hour + quarterly incentive

Benefits options include:

• 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)
• Traditional medical, dental, and vision coverage

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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