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Relationship Banker II

Company: First Tech Federal Credit Union
Location: Palo Alto
Posted on: January 14, 2021

Job Description:

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're looking for a Relationship Banker to join our Palo Alto branch. Our Relationship Bankers are responsible for assisting members with day to day transactions; as well identifying and offering Credit Union products and services to best fit members' needs.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 activitiesEssential Skills* Minimum 2 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-keyLocation: Palo Alto - Palo Alto, CA 94306Schedule: 40 hours per week, including SaturdaysFirst Tech is not currently offering Visa sponsorship for this position.FT123Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe 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)

Keywords: First Tech Federal Credit Union, Palo Alto , Relationship Banker II, Other , Palo Alto, California

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