Banker assists the Retail Banking organization with implementation
of sales plans, quality member service and daily operations that
support product sales and service objectives for Technology Credit
Union (Tech CU). This includes, but is not limited to, opening new
accounts, cross-sale activities, cash/transactions, loan services,
business development, training, coaching and compliance. The
incumbent will support all elements of the Service Level
Banker is expected to work at any location where a staffing need is
required, regardless of the type of need. These
responsibilities and duties will be conducted while operating under
the Tech CU policies, procedures and guidelines.
- Serves in
multiple, temporary assignments to provide coverage for Branch
Managers, Sr. Relationship Bankers and other Retail Banking
positions as necessary to ensure the smooth running of daily
exemplary member service and all Tech CU Service Level
outstanding transaction/cash management. Receives and dispenses
various denominations of coin and currency. Accurately
processes all transactions. Handles each transaction efficiently
and with appropriate discretion. May conduct major vault
transactions and transfers; conducts cash counts and audits when
available access channels (i.e. Mobile, Online banking and ATM
- Adheres to all
applicable compliance and regulatory requirements.
- Supports and
models Tech CU privacy and security policies. May conduct daily
close-out procedures in absence of branch management.
in staff meetings.
new member accounts, loan applications, and referrals. Honors
commitments to members, ensures member satisfaction, and
proactively offers additional products/services.
- Engages in
consultative sales techniques, actively develops new business, and
expands existing relationships. Maintains current knowledge of Tech
CU and competitor products. Accurately explains features and
benefits of Tech CU products. Defines member needs, explains
solutions, recommends action, and handles resistance in a
- Builds client
relationships through active outreach. Participates in on-sites and
attends networking activities. Staffs financial center
promotions and events. Travels to other locations as directed
in Business Development outreach including Partner company visits
and on-sites, for the purpose of generating new business,
strengthening relationships, and building brand
back-up for the 1st Mortgage Loan Processor including
document collection, distribution of disclosures, file assembly and
verifications while adhering to Credit Union policies and
procedures as well as regulatory guidelines.
the staff in targeted skill-building programs/courses supporting
the development of Retail Bank employees.
subject matter expertise on topics/programs that originate from
Tech CU’s Learning & Development Department. Models desired
behaviors/skills from development programs.
guides individuals to achieve results; accurately assesses
strengths and development needs of employees relative to training
typically 37-40 hours/week
M-F, rotating Saturdays 9:30am-2:30pm
to occasionally work early or late hours, and extended weekend
hours, typically with advance notice
- Supports Tech
CU’s Mission and Vision and consistently demonstrates
Tech CU’s Values (Accelerate, Collaborate, Innovate, &
- Meets with
manager on a regular basis to discuss goal alignment, performance
metrics, and development plans.
- Complies with
Tech CU policies and procedures.
employee Code of Conduct and Business Ethics and ensures
confidentiality of the workplace.
- Complies with
requirements imposed by federal, state and local regulatory
- Adheres to
internal control and security measures designed to ensure
regulatory compliance and mitigate losses and errors.
Bachelor’s degree in a business discipline or equivalent work
4-5 years’ experience in related disciplines, including
exposure to leadership/management roles, business and consumer
financial products, and related policies and procedures.
“floating” position requires travel throughout the Tech CU Branch
system. The schedule may change at any time based on business
- The incumbent
has significant experience assisting members with a full range of
financial products and services, including the resolution of
escalated member issues.
- Ability to
participate, sustain performance and coach a high-energy
sales/service, leadership and team orientation.
organization and verbal/written communications
understanding of financial products/services and industry
regulations is essential.
- Solid computer
skills, including Microsoft Office and Outlook.
Must maintain registration with Nationwide Multistate Licensing
System (NMLS) under Tech CU’s company registration.
Holds a clear & valid California Drivers’ License. Possesses
current automobile insurance. Willing to travel as required
and to drive one’s own auto to conduct Tech CU business.
Used: Routinely uses standard office equipment,
including computer, phone, copier and other devices.
Requirements: This position
- Sight to
distinguish between various denominations of coin and
- Standing for
up to 4 hours per day.
- Reading a
computer screen for 70% of the day.
- Bending or
stooping to reach lower drawers.
lifting (25 pounds or less) may be necessary.
EQUAL EMPLOYMENT OPPORTUNITY
Credit Union is an Equal Opportunity Employer. All qualified
employees and applicants receive consideration for employment
without regard to race, color, religion, gender, gender identity or
expression, sexual orientation, national origin, genetic
information, age, disability, veteran status or any other legally
protected basis. This policy applies to all terms and conditions of
employment, including recruiting, hiring, placement, promotion,
termination, layoff, recall, transfer, leaves of absence,
compensation and training.
This is a
grade 5 position, with a salary range from $58,400 to $87,600 with
bonus potential of 7%. The anticipated range for new hires is
between the low-end and midpoint of the range, depending on
experience. Tech CU is a pay-for performance organization that
benchmarks base pay to the 50th percentile of our market
and we provide incentive-based compensation aligned with successful
accomplishment of individual and corporate goals. The salary
mentioned above is based on working in San Jose, CA. Salaries are
based on the geographic location in which you live if working