Relationship Banker

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.
• 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.
• 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
• Income Protection
• Retirement
• Paid Holidays
• Paid Time Off
• Voluntary Time Off
• Flexible Spending Accounts
• Employee-paid voluntary benefits
• Leaves of absence in compliance with state and federal regulations