Relationship Banker

About the Role

The Relationship Banker is a frontline financial partner and part of a supportive, dynamic, member-focused sales team. You will 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, offering tailored products and services.

Key Responsibilities

• Quickly process routine financial transactions, including deposits and withdrawals, loan payments, and cashier’s checks, ensuring regulatory compliance and adherence to internal procedures.
• Establish and maintain member deposit and loan accounts.
• Provide high-quality member service by promptly addressing concerns and escalating to leadership when appropriate.
• Proactively identify and recommend products and services to meet member financial needs, partnering with service teams including insurance, investments, Premier, and mortgage.
• Meet quarterly metrics and service objectives (e.g., campaigns, cross-selling, referrals), alongside sales targets and incentives.
• Complete required compliance training within defined timelines and maintain in-depth knowledge of credit union products and services.
• Perform account maintenance activities, including updating member contact and personal information.
• Conduct follow-up activities and outbound calls for new and existing members.

Requirements & Tech Stack

• Microsoft Office Suite
• Fast-paced sales or customer service environment

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 member 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.
• Demonstrated effective time management skills.
• 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 and using technology to solve member issues.
• Possesses critical thinking and decision-making skills with attention to detail.
• Notary preferred.

Location

• Sammamish Experience Center - Sammamish, WA 98074

Target Compensation

• $22.55 to $26.00 per hour + monthly incentive

Benefits

• Traditional medical, dental, and vision coverage
• Generous 401(k) match
• Paid Time Off: Accrue up to 15 days in the first year. Additionally, receive 40 hours of sick time and 3 personal days annually.
• Paid federal holidays
• Special employee pricing on lending products (eligibility subject to standard account requirements and underwriting criteria).