Relationship Banker (South Lake Union Experience ...

Description 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'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: South Lake Union Experience Center - Seattle, WA 98121   Target Compensation in Seattle, WA: $22.55 to $26.00 per hour + quarterly incentive   Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Paid Time Off: You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually 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) What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa sponsorship or transfer for this position

Created: 2026-03-10