Banker Jobs

About The Position

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.