Relationship Banker II

First Tech Credit Union Santa Rosa , CA 95402

Posted 3 weeks 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 Relationship Banker II to join our Santa Rosa 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 three years of experience in a bank or credit union branch 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 3-5 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: Santa Rosa Branch - Santa Rosa, CA 95403

Schedule: 40 hours per week, Monday through Friday

First Tech is not currently offering Visa sponsorship or transfers


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Relationship Banker II

First Tech Credit Union