Private Premier Banker
First Technology Federal Credit Union
 Beaverton, OR

Requisition Number: PRIVA06190

The Private Premier Banker processes financial transactions and develops plans for assigned affluent members in the Branch, as well as follow up activities by phone and email. The Private Premier Banker is focused on building strong relationships with new and existing members.

Here's what you can expect from the job and what you need to be successful:

Job Duties

  • Process financial business for affluent members quickly and accurately, including opening accounts, wire transfers, account transfers and loan payments
  • Provide the highest quality of service to assigned members; promptly address member concerns and/or escalate to leadership when appropriate
  • Engage with members and recommend options that best fit their needs, participate in campaigns, cross-selling and making referrals when appropriate using the online tracking and CRM systems
  • Perform follow-up activities for assigned and prospective members, including outbound calls and business development activities
  • Assist members in their financial goals by offering multiple deposit & lending product options
  • Partner with other business units in sales and service activities
  • Mentor Financial Solutions Representatives on a day to day basis as a peer coach

Essential skills

  • Minimum 2 years’ experience as a Financial Solutions Representative, Personal Banker, or similar role in the financial industry, with a focus on building relationships with customers, uncovering needs, and offering customized solutions
  • Experience in outbound sales and outbound calling
  • Exceptional 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 environment and meet deadlines without sacrificing quality
  • Ability to foster strong relationships with internal and external stakeholders
  • Strong analytical and problem-solving skills with attention to detail
  • Working knowledge of Microsoft Office Suite
  • High School Diploma or equivalent

Location: Beaverton or Hillsboro, OR (open to our Cedar Hills, Tanasbourne or Hillsboro locations)

Schedule: 40 hours per week, including Saturdays

First Tech is not currently offering Visa sponsorship for this position