Relationship Banker

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.  The incumbent performs all duties in compliance with regulatory requirements and with minimal supervision.

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.
• 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 attends 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 notice

Workplace 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.