Senior Relationship Banker
Description
The Representative Sr, Financial Solutions (FSR) is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As an FSR Sr, you are a subject matter expert responsible for processing routine, complex, and escalated 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.
Primary Responsibilities:
- Quickly process routine 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
- Lead business development activities including SEG onsite events, member follow-up, and outbound calls
- Mentor representatives on a day-to-day basis and partner with branch leadership in the onboarding of new FSRs
- Act as manager on duty in the absence of a leader/both leaders to support with operations, escalations and opening/ closing of the store.
Experience and Education Requirement:
- Minimum Education: High School Diploma or equivalent
- Minimum three (3) years 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 work in 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
- Strong critical thinking and decision-making skills with attention to detail
- Working knowledge of Microsoft Office Suite
- Certification/License: Notary preferred
Location: Ronler Acres (RA4) Onsite Experience Center - Hillsboro, OR 97124 | Hours for this location are Monday - Friday from 7AM - 3PM
Target Compensation in Hillsboro, OR: $25.96 - $31.73 per hour plus 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)
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First Tech is not currently offering Visa sponsorship for this position
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