Relationship Banker
 First Tech Federal Credit Union | |
paid time off, 401(k)
| |
 United States, Colorado, Fort Collins | |
| 2720 Council Tree Avenue (Show on map) | |
 Mar 24, 2025 | |
|
Description
The Representative, Financial Solutions (FSR) is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As an FSR, 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.
Primary Responsibilities:
* 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
* Establish and maintain member deposit and loan accounts
* Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate
* 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
* Meet quarterly metrics and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets, and incentives to help drive and execute on key business goals and initiatives
* 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
* Perform account maintenance activities including updating member contact and personal information
* Perform follow-up activities and outbound calls for new and existing members
Experience and Education Requirement:
* Minimum Education: High School Diploma or equivalent
* Minimum six (6) months in a fast-paced sales or customer service role required; financial services experience preferred
* Ability to listen to members' needs and provide tailored product recommendations
* 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 customer service and sales environment without sacrificing accuracy and service
* Aptitude for learning a variety of computer systems using technology to solve member issues
* Possesses critical thinking and decision-making skills with attention to detail
* Working knowledge of Microsoft Office Suite
* Certification/License: Notary preferred
Location: Fort Collins, CO 80525 (FULL TIME ON SITE)
Target Compensation: $20.50 - $24.75 per hour + monthly incentives
Benefits options include:
What makes First Tech different? Clickhereto learn more!
First Tech is not currently offering Visa sponsorship for this position
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