The Relationship Banker processes routine financial transactions for members in the Experience Centre, as well as follow up activities by phone or email. The Representative is focused on building strong relationships with new and existing members.

Primary Responsibilities:

• 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
• Establish and maintain member deposit and loan accounts
• Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate
• Engage with members to understand needs and recommend financial solutions that best fit their goals, based on First Tech’s suite of product offerings
• Participate in campaigns, cross-selling and making referrals when appropriate using the online tracking and CRM systems
• Perform account maintenance activities including updating member contact and personal information
• Perform follow-up activities and outbound calls for new and existing members
• Partner with other business units in sales and service activities, as appropriate

Experience and Education Requirement:

• Minimum Education: High School Diploma
• Some experience in retail sales or service; financial services experience preferred
• 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
• Ability to work in fast-paced environment and meet deadlines without sacrificing accuracy and service
• Strong critical thinking and decision-making skills with attention to detail
• Working knowledge of Microsoft Office Suite
• Certification/License: N/A

As an employee at First Tech, we expect you to…

• Help our members reach their dreams
• Live our Engaged, Dynamic and Genuine values
• Seek new opportunities to grow member and employee relationships, optimize our business processes, and improve products to help us become America’s most admired credit union
• Support First Tech in maintaining its registration and compliance with the Bank Secrecy Act and comply with all credit union policies and procedures
• Deliver exceptional member, vendor and employee experiences
• Drive your professional development to strengthen your skills for success
• Commit to building stronger and healthier communities by dedicating time to qualified volunteering opportunities

Working Conditions:

• Ability to travel occasionally (less than 10% of the time)
• Ability to remain stationary (sitting or standing) for at least 50% of time worked
• Actively communicate, converse or express oneself in exchange of information with other employees and/or members
• Ability to detect, perceive and identify objects, individuals and locations
• Capable of operating appropriate office equipment required for employee productivity, including use of keyboards
• Possess the ability to function independently
• Schedule variances including occasional extended hours

Note: Job descriptions aren’t intended and shouldn’t be construed to be an exhaustive description of all responsibilities, skills, efforts, working conditions or opportunities associated with a position. They are intended to be accurate reflections of the principal job elements.

Location: State Street Community Experience Center | Salem, OR 97301

Target Compensation in Salem, OR: $18.91 - $24.00 per hour + 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)

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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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)