Relationship Banker

First Tech Credit Union San Jose , CA 95111

Posted 2 months ago

Are you passionate about helping members with their financial needs? Are you looking for a position that offers a fun and dynamic work environment? We are looking for a Financial Solutions Representative to join our San Jose Branch. This role will be responsible for assisting members with day to day transactions; as well identifying and offering Credit Union products and services to best fit members' needs. Having a minimum of one year of experience in a fast paced customer service environment with an emphasis on sales will help you succeed.

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

Job Duties:

  • Process routine financial business for members quickly and accurately, including deposits and withdrawals, loan payments, traveler's checks and money orders

  • Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate

  • Listen to members and recommend solutions that best fit their needs; cross-selling and making referrals when appropriate using online tracking and CRM systems

  • Actively participate in programs and procedures that drive sales

  • Build strong relationships with existing members

  • Consistently follow up with new and existing members through outbound calls and business development activities

Essential Skills:

  • Minimum 1-3 years' previous experience in a fast-paced, high volume service and sales environment; financial industry experience preferred

  • Experience accurately managing large amounts of cash and other financial negotiable items (in person and electronically)

  • Must have experience in sales and customer service

  • Inbound and/or outbound sales experience preferred

  • Ability to support First Tech branding in business development opportunities

  • Proficiency in basic mathematics and ten-key

Location: San Jose Branch - San Jose, CA 95134

Schedule: 40 hours per week, Monday through Saturday

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


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Relationship Banker

City National Corporation

Posted 2 weeks ago

VIEW JOBS 8/6/2019 12:00:00 AM 2019-11-04T00:00 This position is responsible for contributing to overall branch sales efforts, maintaining first in class service levels for their branch, and all aspects of operational integrity for the branch and colleagues. Provides expertise in all aspects of providing exemplary client service and assisting clients with any transaction. Engage in completing all cashiering requests, work with clients to ensure inquiries/issues are resolved, and to analyze client needs for cross-sell opportunities. Provides accurate and timely responses to client inquiries to ensure retention of existing profitable clients. Develops new clients through referral sources and business development calling efforts. Actively engages in the sales process of the branch to ensure attainment of branch and individual goals and objectives. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. Responsible for finding, identifying and developing new clients, in targeted segments including business and professional segments, and Preferred Banking as defined, through proactive outside calling efforts and cultivating strong partnerships with center of influences in and around the community for referral opportunities. Basic Qualifications * *Minimum 2 years of direct sales experience required. * *Minimum 1 year experience in a banking environment required. * *Minimum 2 years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required. * *Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Skills and Knowledge * Working knowledge of Bank operations, policies and procedures, and regulatory compliance. * General knowledge of Bank products and services. * Good interpersonal, verbal and written communication skills. * Ability to organize and prioritize work. * Good problem solving skills. * Must remain in good standing under the Safe Act. * Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications. City National Bank is an Equal Opportunity/Affirmative Action Employer, Minorities/Females/Individuals with Disabilities/Veterans. Note: This preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Note: Candidates should be advised that City National Bank does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed. Equal Opportunity Empl City National Corporation San Jose CA

Relationship Banker

First Tech Credit Union