Relationship Banker (Palo Alto Experience Center)

Company: First Technology Federal Credit Union
Location: Palo Alto
Posted on: April 8, 2025

Job 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:Palo Alto, CA 94306 (FULL TIME ON SITE)Target Compensation:$25.63 - $30.94 per hour + monthly incentivesBenefits options include:

• Traditional medical, dental, and vision coverage.
• 401K matching up to 5% per pay period.
• Accrue up to 17 days of Paid Time Off your first year of employment.
• 11 paid federal holidays.
• 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).First Tech is not currently offering Visa sponsorship for this position.#FTFRetail #LI-JP1
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Keywords: First Technology Federal Credit Union, Mountain View , Relationship Banker (Palo Alto Experience Center), Other , Palo Alto, California