Senior Relationship Banker

Senior Relationship Banker

The Senior 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. In addition, the Senior Relationship Banker is responsible for developing direct and indirect sales growth including but not limited to mortgage and auto lending. The incumbent performs all duties in compliance with regulatory requirements and with minimal supervision.

Responsibilities

Essential Duties

• 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.
• May deliver educational workshops, using digital / virtual platforms and in person, to acquire business, raise awareness of Tech CU products / services, and its brand.
• 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 attend staff and company-wide meetings.
• May offer periodic coaching to other less experienced staff.

Work Schedule

Workplace Essentials

Qualifications

Education : High School diploma or equivalent; college degree preferred.

Experience : 5+ years' experience in related disciplines, including sales, customer service or financial services preferred.

Knowledge / Skills / Abilities :

Licensing : Upon employment, must enroll and maintain registration with Nationwide Multistate Licensing System (NMLS) under Tech CU's company registration.

Travel : May be required to travel occasionally to Tech CU locations outside of home branch, typically with advance notice. May be required to occasionally attend offsite training, meetings or events, typically with advance notice. Overnight travel unlikely. Holds a clear & valid Drivers' License. Possesses current automobile insurance. Willing to travel as required and to drive one's own auto to conduct Tech CU business.

Typical Working Conditions : Office environment with direct member interaction. May participate in outside business sales activities. May work remotely as determined by business need and individual performance.

Equipment Used : Routinely uses standard office equipment, including computer, phone, copier and other devices.

Physical Requirements :

Equal Employment Opportunity

Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Pay and Benefits

Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals.

Tech CU offers a comprehensive benefits package, including :