The Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product sales, handling negotiables and offering excellent service.
Requirements
- Performs a wide variety of banking transactions with minimal supervision.
- May participate in offsite business development events, such as Member Company wellness fairs and community activities, and activities, such as phone campaigns.
- May attend networking events, business development sales calls to increase the visibility of the Tech CU Brand.
- Opens new member accounts and processes loan applications in person and via Virtual Branch.
- Delivers exceptional member service, ensuring requests and/or issues are researched and resolved in a timely manner.
- Meets or exceeds sales goals ethically and in compliance with regulatory requirements.
- Enters qualified sales referrals into designated tracking system.
- Receives and dispenses various denominations of coin and currency.
- Processes all transactions accurately and efficiently, while maintaining member confidentiality.
- Opens, closes and balances cash drawer daily, ensuring proper handling of cash and negotiables.
- Occasionally travels to and works in branches outside of home branch as directed by leadership.
- Maintains current knowledge of Tech CU products/services and competitive landscape.
- Participates in Tech CU training as guided by manager, including compliance, product knowledge and soft skills.
- May attends staff and company-wide meetings.
- May deliver Educational Workshops, using digital/virtual platforms and in person, to acquire business, raise awareness of Tech CU products/services, and its brand.
Benefits
- Health Coverage: Medical, dental, and vision plans
- Income Protection: Life and disability insurance
- Retirement: 401(k) plan with company match
- Paid Holidays: 12 days annually
- Paid Time Off (PTO): Accrues at 5.54 hours per bi-weekly paycheck (approximately 18 days per year)
- Voluntary Time Off (VTO): 8 hours annually for full-time employees to support charitable organizations
- Flexible Spending Accounts
- Employee-paid voluntary benefits
- Leaves of absence in compliance with state and federal regulations
