Job Abstract

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

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

Job duties

• 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

Essential skills

• Prior 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
• High School Diploma or equivalent

Location: Santa Rosa Community Experience Center, Santa Rosa, CA 95403

Target Compensation in Santa Rosa, CA: $21.15 to $27.40 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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