Qureos Mentor

First Tech Federal Credit Union

<div><div>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&rsquo;ll work in a fast-paced environment processing routine financial transactions for members in-person, over the phone, and by e-mail. You&rsquo;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.
</div><div></div><div><b>Job Duties:
</b></div><div>
</div><ul><li>Quickly process routine financial transactions for members including deposits and withdrawals, loan payments, and cashier&rsquo;s checks, while ensuring regulatory compliance and adherence to internal procedures
</li><li>Establish and maintain member deposit and loan accounts
</li><li>Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate
</li><li>Proactively identify and recommend the best products and services to meet the members&rsquo; financial needs and partner with service teams including insurance, investments, Premier, and mortgage
</li><li>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
</li><li>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
</li><li>Perform account maintenance activities including updating member contact and personal information
</li><li>Perform follow-up activities and outbound calls for new and existing members
</li></ul><div></div><div><b>Essential Skills:</b></div><div>
</div><ul><li>Minimum six (6) months in a fast-paced sales or customer service role required; financial services experience preferred
</li><li>Ability to listen to members&rsquo; needs and provide tailored product recommendations
</li><li>Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections
</li><li>Excellent verbal and written communication skills; able to express ideas concisely and logically
</li><li>Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment
</li><li>Ability to work in fast-paced customer service and sales environment without sacrificing accuracy and service
</li><li>Aptitude for learning a variety of computer systems using technology to solve member issues
</li><li>Possesses critical thinking and decision-making skills with attention to detail
</li><li>Working knowledge of Microsoft Office Suite
</li><li>Certification/License: Notary preferred</li><li>
Minimum Education: High School Diploma or equivalent</li></ul><div>
</div><div><b>
Location:</b> San Diego Experience Center - San Diego, CA 92127</div><div>
</div><div><b>
Target Compensation in San Deigo, CA:</b> $22.50 to $27.25 per hour + monthly incentive</div><div>
</div><div><b>
Benefits options include:</b></div><div>
</div><ul><li>
Traditional medical, dental, and vision coverage</li><li>
401K matching up to 5% per pay period</li><li>
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</li><li>
Accrue up to 17 days of Paid Time Off your first year of employment</li><li>
11 paid federal holidays</li><li>
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)</li></ul><div><b>
What makes First Tech different? Click </b><b>here</b><b> to learn more!</b></div><div>
</div><div><b><i>
First Tech is not currently offering Visa sponsorship or transfer for this position</i></b></div></div><div></div>

Relationship Banker (San Diego Experience Center) (FULL TIME ON-SITE)

Join First Tech Federal Credit Union and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

First Tech Federal Credit Union

About Company

Relationship Banker (San Diego Experience Center) (FULL TIME ON-SITE)