Premier Banker


: $77,490.00 - $127,950.00 /year *

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

The Premier Banker at First Tech is an unlicensed role specifically designed to partner with our affluent members one-on-one. As a Premier Banker, your primary focus is to enhance our members financial lives and solidify long-term relationships with the Credit Union. Qualified applicants will have at least 3 years experience with building deep relationships while providing members with innovative products and solutions.

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

Job Duties:
  • Process routine financial business for members quickly and accurately
  • Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate
  • Listen to members and recommend options that best fit their needs, cross-selling and making referrals when appropriate using the online tracking and CRM systems
  • Actively participate in programs and procedures that drive sales
Essential Skills:
  • Minimum 3 years' experience in a fast-paced, high volume service and sales environment; financial industry experience preferred
  • Experience accurately managing large amounts of cash and other financial negotiable items (in person and electronically)
  • Experience required with building and deepening relationships with customers, uncovering needs and offering solutions
  • Experience required in outbound sales and outbound calling
  • Proficiency in Microsoft Office including Word, Excel and PowerPoint
Location: Tanasbourne Branch - Hillsboro OR 97006

Schedule: 40 Hours a week

First Tech is not currently offering Visa sponsorship or transfers for this position

Associated topics: loan, loan originator, loan review, mortgage loan originator, mortgage underwriter, personal banker iv, relationship, representative, sale, sell * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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