Relationship Banker (Palo Alto Experience Center)

Relationship Banker

The Relationship Banker is a frontline financial partner that is part of a supportive and dynamic member-focused sales team. As a Relationship Banker, youll work in a fast-paced environment processing routine financial transactions for members in-person, over the phone, and by e-mail. Youll 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.

Heres what you can expect from the job and what you need to be successful:

What You'll Do:

• Quickly process routine financial transactions for members including deposits and withdrawals, loan payments, and cashiers 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 monthly 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

Essential Skills:

• 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
• Minimum Education: High School Diploma or equivalent

Location: Palo Alto Experience Center | Palo Alto, CA 94306

Target Compensation: $25.50 - $30.50 per hour + monthly incentive

Schedule: Full-Time + On-Site

Who We Are: What makes First Tech different? Every great journey begins with a bold ideaand ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.

Employees are eligible for:

• Traditional medical, dental, and vision coverage
• Generous 401(k) match
• Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
• Paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)

Employment Statements: First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.