Relationship Banker

Technology Credit Union•San Jose, CA

21d•$55,500 - $72,500

About The Position

The Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product education, and relationship-based sales. The role balances exceptional service delivery with identifying member needs, building rapport, and converting service interactions into appropriate sales and referral opportunities. The incumbent also develops direct sales growth for Technology Credit Union, including mortgage, auto lending, and market development, and performs duties in compliance with regulatory requirements with minimal supervision. This is a full-time role, typically 37–40 hours per week. The schedule is flexible within core Monday–Friday business hours and includes rotating Saturdays. Occasional extended early-morning or late-evening hours and weekends may be required, typically with advance notice. The role is primarily in an office environment with direct member interaction; it may include outside business sales activities and may be performed remotely as determined by business need and individual performance. Occasional travel to other Tech CU locations, training, meetings, or events may be required; overnight travel is unlikely. The position uses standard office equipment, including a computer, phone, copier, and other devices. Physical requirements include distinguishing coin and currency denominations; speaking and listening to interact with members and teammates; standing for up to four hours per day; reading a computer screen and keyboarding for up to 70% of the day; occasional bending or stooping; and occasional lifting of 25 pounds or less. The salary range is $55,500–$72,500, with a midpoint of $64,000, based on work in San Jose, California. Salary may be adjusted for remote employees based on geographic location. Typical new hires start between the minimum and midpoint, depending on experience and qualifications. Bonus potential is a target of 5% of base salary based on company and individual performance. Tech CU offers medical, dental, and vision plans; life and disability insurance; a 401(k) with company match; 12 paid holidays annually; paid time off accruing at approximately 18 days per year and increasing with length of service; eight hours of annual voluntary time off for full-time employees; flexible spending accounts; employee-paid voluntary benefits; and leaves of absence in compliance with state and federal regulations.

Requirements

High school diploma or equivalent.
At least one year of experience in related disciplines, including sales, customer service, or financial services, is preferred.
Ability to develop positive interpersonal connections during limited-time interactions.
Strong service-to-sales orientation and ability to translate member needs into appropriate financial solutions.
Rapport-building, active listening, and consultative communication skills.
Proactive follow-up mindset and ability to manage multiple member relationships simultaneously.
Baseline fluency across core financial products and services, with judgment to escalate or refer complex needs.
Ability to rapidly understand the basics of current and new products.
Strong organization, attention to detail, and time-management skills.
Effective verbal and written communication across in-person, phone, and digital channels.
Ability to work in a collaborative, goal-driven, high-energy team environment and sustain performance.
Adaptability and openness to organizational change.
Strong sales, service, and team orientation; effective interpersonal skills; and solid basic mathematical skills.
Basic Microsoft Office and keyboarding skills, and ability to navigate multiple software applications.
Ability to work independently and use tools to find information.
Upon employment, enroll in and maintain registration with the Nationwide Multistate Licensing System (NMLS) under Tech CU’s company registration.
Willingness to travel for Tech CU business, including occasional travel to other locations or offsite training, meetings, and events, typically with advance notice.

Nice To Haves

College degree preferred.
Experience in sales, customer service, or financial services preferred.
Understanding of financial products and services and industry regulations preferred.

Responsibilities

Perform a wide variety of banking transactions with minimal supervision.
Deliver exceptional member service and research and resolve requests or issues in a timely manner.
Receive and dispense coin and currency in various denominations.
Process transactions accurately and efficiently while maintaining member confidentiality.
Open, close, and balance the cash drawer daily, handling cash and negotiables appropriately.
Maintain current knowledge of Tech CU products and services and the competitive landscape.
Participate in manager-guided training, including compliance, product knowledge, and sales skills.
Attend staff and company-wide meetings.
Meet sales goals ethically and in compliance with regulatory requirements.
Participate in offsite business-development events, including member-company wellness fairs, community events, and phone campaigns, to generate business, strengthen relationships, and build brand awareness.
Attend networking events and conduct sales calls to increase Tech CU brand visibility and generate new business.
Open new member accounts, provide account servicing and maintenance, and process loan applications in person or through Virtual Branch while identifying opportunities to deepen member relationships.
Identify qualified sales referrals proactively and enter them into the designated tracking system.
Communicate information clearly and confidently to members in person, by phone, and through digital platforms.
Support Tech CU’s mission, vision, and values; meet regularly with the manager to discuss goal alignment, performance metrics, and development plans.
Comply with Tech CU policies and procedures, the employee Code of Conduct and Business Ethics, confidentiality requirements, regulatory requirements, and internal controls and security measures.

Benefits

Medical, dental, and vision plans.
Life and disability insurance.
401(k) plan with company match.
12 paid holidays annually.
Paid time off accruing at approximately 18 days per year and increasing with length of service.
Eight hours of annual voluntary time off for full-time employees to support charitable organizations.
Flexible spending accounts.
Employee-paid voluntary benefits.
Leaves of absence in compliance with state and federal regulations.
Target bonus potential of 5% of base salary based on company and individual performance.