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.
- Meets or exceeds sales goals ethically and in compliance with regulatory requirements.
- Delivers exceptional member service, ensuring requests and/or issues are researched and resolved in a timely manner.
- 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.
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): 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