Job Description
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The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member-focused sales team. As a Relationship Banker, you'll work in a fast-paced environment processing routine 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.
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Job Duties:
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Quickly process routine financial transactions for members including deposits and withdrawals, loan payments, and cashier's checks, while ensuring regulatory compliance and adherence to internal procedures
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Establish and maintain member deposit and loan accounts
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Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate
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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
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Meet monthly metrics and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets, and incentives to help drive and execute key business goals and initiatives
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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
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Perform account maintenance activities including updating member contact and personal information
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Perform follow-up activities and outbound calls for new and existing members
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Essential Skills:
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Minimum six (6)



months in a fast-paced sales or customer service role required; financial services experience preferred
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Ability to listen to members' needs and provide tailored product recommendations
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Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections
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Excellent verbal and written communication skills; able to express ideas concisely and logically
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Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment
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Ability to work in fast-paced customer service and sales setting without sacrificing accuracy and service
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Aptitude for learning a variety of computer systems using technology to solve member issues
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Possesses critical thinking and decision-making skills with attention to detail
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Working knowledge of Microsoft Office Suite
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Certification/License:
Notary preferred
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Minimum Education: High School Diploma or equivalent
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Location:
Santa Rosa Experience Center - Santa Rosa, CA *****
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Target Compensation in Santa Rosa, CA :
$***** to $***** per hour + monthly incentive
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Benefits options include:
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Traditional medical, dental, and vision coverage
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401K matching up to 5% per pay period
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Paid Time Off (PTO): You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40-hours of sick time, and three personal days, which will refresh annually
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Up to 11 paid federal holidays
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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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What makes First Tech different? Clickhereto learn more!
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First Tech is not currently offering Visa sponsorship or transfer for this position
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📌 Relationship Banker (Santa Rosa Experience Center) (Victoria)
🏢 First Tech Federal Credit Union
📍 Victoria