Relationship Banker

About the Role

The Relationship Banker is a frontline financial partner within a supportive and dynamic member-focused sales team. You will work in a fast-paced environment processing routine financial transactions and engaging in consultative conversations to understand member needs and offer tailored products and services.

Key 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 escalating to leadership when appropriate.
• Proactively identify and recommend the best products and services to meet 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.
• Complete required compliance training within well-defined timelines and utilize available resources to maintain in-depth current knowledge of all 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.

Requirements & Tech Stack

• Microsoft Office Suite

Qualifications

• 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 a 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.
• Notary preferred.

Location

• RidgePointe Experience Center - Bellevue, WA 98007

Target Compensation

• $22.55 to $26.00 per hour + monthly incentive

Employee Benefits

• Traditional medical, dental, and vision coverage.
• Generous 401(k) match.
• Paid Time Off: Accrue up to 15 days in your first year.
• In addition, 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).