Relationship Banker

Company: Technology Credit Union
Location: San Jose
Posted on: April 1, 2025

Job Description:

Position SummaryThe 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. The incumbent performs all duties in compliance with regulatory requirements and with minimal supervision.ResponsibilitiesEssential 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.
• 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 deliver Educational Workshops, using digital/virtual platforms and in person, to acquire business, raise awareness of Tech CU products/services, and its brand.Work Schedule
• Full-time; typically 37-40 hours/week
• 8:45am-5:15pm, M-F, rotating Saturdays 9:30am-2:30pm, local time
• Occasional overtime
• Flexibility to occasionally work early or late hours, and extended weekend hours, typically with advance noticeWorkplace Essentials
• Supports Tech CU's Mission and Vision and consistently demonstrates Tech CU's Values (Accelerate, Collaborate, Innovate, & Cultivate).
• Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans.
• Complies with Tech CU policies and procedures.
• Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace.
• Complies with requirements imposed by federal, state and local regulatory agencies.
• Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors.QualificationsEducation: High School diploma or equivalent; college degree preferred.Experience: 1+ years' experience in related disciplines, including sales, customer service or financial services preferred.Knowledge/Skills/Abilities:
• Strong sales, service and team orientation
• Strong organization and verbal/written communication skills
• Effective interpersonal skills
• Detail-oriented, with solid basic mathematical skills
• Basic Microsoft Office and keyboarding skills
• Solid ability to navigate multiple software applications
• Solid ability to work independently, utilizing tools to find information
• Strong ability to participate, sustain performance and thrive on a high-energy team
• Highly adaptive and open to changes as the organization grows and its needs evolve
• Understanding of financial products/services and industry regulations preferredLicensing: 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:
• Sight to distinguish between various denominations of coin and currency
• Speaking and listening to interact with members and team in person, via phone, or video conference
• Standing for up to 4 hours per day
• Reading a computer screen and perform keyboarding tasks for up to 70% of the day
• Occasional bending or stooping to reach lower drawers
• Occasional lifting (25 pounds or less) may be necessaryEQUAL EMPLOYMENT OPPORTUNITYTechnology 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 BenefitsThis is a grade 102 position, with a salary range from $51,900 to $72,100 with bonus potential of 5%. The anticipated range for new hires is between the low-end and midpoint of the range, depending on experience. Tech CU is a pay-for performance organization that benchmarks base pay to the 50th percentile of our market and we provide incentive-based compensation aligned with successful accomplishment of individual and corporate goals. The salary mentioned above is based on working in San Jose, CA. Salaries are based on the geographic location in which you live if working remotely.Additionally, Tech CU provides health care benefits, life and disability insurance, 12 paid holidays and 401k with a company match; along with employee paid voluntary benefits. 5.54 Paid Time Off (PTO) hours accrue per bi-weekly paycheck (18 days per year) and will increase with length of service. Eight hours of Voluntary Time Off (VTO) are granted to full time employees annually to dedicate time to charitable organizations. Leaves of absences are available in adherence with state and federal regulations.
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Keywords: Technology Credit Union, San Jose , Relationship Banker, Other , San Jose, California