Talent.com
Relationship Banker II (Kirkland Experience Center) (FULL TIME ON-SITE)
Relationship Banker II (Kirkland Experience Center) (FULL TIME ON-SITE)First Tech Federal Credit Union • Kirkland, Washington, United States
Relationship Banker II (Kirkland Experience Center) (FULL TIME ON-SITE)

Relationship Banker II (Kirkland Experience Center) (FULL TIME ON-SITE)

First Tech Federal Credit Union • Kirkland, Washington, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Description

The Relationship Banker II is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team.As an Relationship Banker II, you'll work in a fast-paced environment processingroutine and complex financial transactions for members in-person, over the phone, and by e-mail.You'll engage in consultative conversations 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 processroutine and complex financial transactions for members including deposits and withdrawals, loan payments, and cashier's checks, while ensuring regulatory compliance and adherence to internal procedures
  • Establish and maintain member deposit and loan accounts including businesses, trusts fiduciary, and IRA accounts
  • Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate
  • Proactively identify and recommend the best products and services to meet the members' financial needs and partner with service teams including insurance, investments, Premier, and mortgage
  • Meet 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 initiatives
  • Complete required compliance training within well-defined timelines and utilize available resources to maintain in depth current knowledge of all current credit union products and services
  • Perform account maintenance activities including updating member contact and personal information
  • Perform follow-up activities and outbound calls for new and existing members
  • Assist Branch leadership with the onboarding of new Representatives as needed

Essential Skills :

  • 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 workin 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
  • Strongcritical thinking and decision-making skills with attention to detail
  • Minimum Education : High School Diploma or equivalent
  • Certification / License : Notary preferred

    • Location : Kirkland Urban Experience Center - Kirkland, WA 98033 (FULL TIME ON-SITE)

    Target Compensation : $25.85 to $31.35 per hour + monthly 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? Clickhereto learn more!

    First Tech is not currently offering Visa sponsorship or transfer for this position

    #FTRetail

    [job_alerts.create_a_job]

    Relationship Banker • Kirkland, Washington, United States

    [internal_linking.similar_jobs]
    Syndicated Bank Loan Operations Manager - Hybrid

    Syndicated Bank Loan Operations Manager - Hybrid

    Symetra • Bellevue, WA, United States
    [job_card.full_time]
    Symetra has an exciting opportunity to join our team as a.Syndicated Bank Loan Operations Manager.The Bank Loan Operations Manager will oversee and manage the operational lifecycle of syndicated lo...[show_more]
    [last_updated.last_updated_30] • [promoted]
    SBA Loan Specialist

    SBA Loan Specialist

    Washington Trust Bank • Marysville, WA, United States
    [job_card.full_time]
    As an SBA Specialist you would have the opportunity to be proactively involved in helping our small business clients reach their goals while being part of a professional SBA Team who cares about th...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Lending Member Advocate

    Lending Member Advocate

    Qualstar Credit Union • Bothell, WA, US
    [job_card.full_time]
    Qualstar Credit Union is a growing, well-established, and financially strong not-for-profit organization.We are 70,000 members strong, headquartered in Bothell, WA, with 140 employees.We proudly sp...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Customer Relations Representative - State Farm Agent Team Member

    Customer Relations Representative - State Farm Agent Team Member

    Jeff Ward - State Farm Agent • Bonney Lake, WA, US
    [job_card.full_time]
    As a Customer Relations Representative - State Farm Agent Team Member with Jeff Ward - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Customer Relations Representative - State Farm Agent Team Member

    Customer Relations Representative - State Farm Agent Team Member

    Grace Bocalan - State Farm Agent • Everett, WA, US
    [job_card.full_time]
    As a Customer Relations Representative - State Farm Agent Team Member with Grace Bocalan - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Customer Relations Representative - State Farm Agent Team Member

    Customer Relations Representative - State Farm Agent Team Member

    Joe Yi - State Farm Agent • Tacoma, WA, US
    [job_card.full_time]
    Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you!...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Customer Relations Representative - State Farm Agent Team Member

    Customer Relations Representative - State Farm Agent Team Member

    Christian Mcclung - State Farm Agent • Fife, WA, US
    [job_card.full_time]
    Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you!...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Customer Relations Representative - State Farm Agent Team Member

    Customer Relations Representative - State Farm Agent Team Member

    Kathy Northrop - State Farm Agent • Everett, WA, US
    [job_card.full_time]
    As a Customer Relations Representative - State Farm Agent Team Member with Kathy Northrop - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growt...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Customer Relations Representative - State Farm Agent Team Member

    Customer Relations Representative - State Farm Agent Team Member

    Charles Cohen - State Farm Agent • Edmonds, WA, US
    [job_card.full_time]
    As a Customer Relations Representative with Charles Cohen State Farm Agency, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency....[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Customer Relations Representative - State Farm Agent Team Member

    Customer Relations Representative - State Farm Agent Team Member

    Luis Sanchez - State Farm Agent • Marysville, WA, US
    [job_card.full_time]
    Our agency first opened its doors in 2008, and since then weve grown into a close-knit team of four dedicated professionals. Ive been part of the State Farm family since 2003, starting as a team mem...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Relationship Banker II (Kirkland Experience Center) (FULL TIME ON-SITE)

    Relationship Banker II (Kirkland Experience Center) (FULL TIME ON-SITE)

    First Tech Federal Credit Union • Kirkland, WA, United States
    [job_card.full_time]
    The Relationship Banker II is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As an Relationship Banker II, you'll work in a fast-pa...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Relationship Associate

    Client Relationship Associate

    Cercano Management • Bellevue, WA, US
    [job_card.full_time]
    Cercano Management LLC (Cercano) is an SEC-registered investment manager focused on ultra-high net worth clients and the entities associated with those clients, such as family foundations and famil...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Relationship Banker II (Kirkland Experience Center) (FULL TIME ON-SITE)

    Relationship Banker II (Kirkland Experience Center) (FULL TIME ON-SITE)

    First Technology Federal Credit Union • Kirkland, WA, US
    [job_card.full_time]
    The Relationship Banker II is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As an Relationship Banker II, you’ll work in a fast-pa...[show_more]
    [last_updated.last_updated_30]
    Maine Licensed Relationship Manager

    Maine Licensed Relationship Manager

    VirtualVocations • Renton, Washington, United States
    [job_card.full_time]
    A company is looking for a Relationship Manager to deliver wealth management services and support client relationships.Key Responsibilities Support the lead Financial Advisor / Partner with operati...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Service Associate

    Client Service Associate

    Coldstream Wealth Management • Seattle, WA, US
    [job_card.full_time]
    If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Customer Relations Representative - State Farm Agent Team Member

    Customer Relations Representative - State Farm Agent Team Member

    Candy Rawson - State Farm Agent • Fife, WA, US
    [job_card.full_time]
    As a Customer Relations Representative - State Farm Agent Team Member with Candy Rawson - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Entry Level Customer Relationship Manager | Competitive Compensation

    Entry Level Customer Relationship Manager | Competitive Compensation

    Empire Management Group, Inc • Tukwila, WA, US
    [job_card.full_time]
    Ever been terrified of working a 9-5 job where you watched the minutes tick by every single day? Or ever been told that you could make a brick wall talk back or described as competitive, hard-worki...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Forex / Cryptocurrency Trader - Remote

    Forex / Cryptocurrency Trader - Remote

    Maverick Currencies • Tacoma, WA
    [filters.remote]
    [job_card.full_time] +1
    Maverick Trading, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online crypto / foreign exchange trading division,...[show_more]
    [last_updated.last_updated_30] • [promoted]