Relationship Banker (San Jose Experience Center)

Description: The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member-focused sales team. As a Relationship Banker, you’ll work in a fast-paced environment processing routine financial transactions for members in-person, over the phone, and by e-mail. You’ll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams. Here’s what you can expect from the job and what you need to be successful: What You'll Do: Quickly process routine financial transactions for members including deposits and withdrawals, loan payments, and cashier’s checks, while ensuring regulatory compliance and adherence to internal proceduresEstablish and maintain member deposit and loan accountsProvide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriateProactively identify and recommend the best products and services to meet the members’ financial needs and partner with service teams including insurance, investments, Premier, and mortgageMeet monthly metrics and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets, and incentives to help drive and execute key business goals and initiativesComplete required compliance training within well-defined timelines and utilize available resources to maintain in depth current knowledge of all current credit union products and servicesPerform account maintenance activities including updating member contact and personal informationPerform follow-up activities and outbound calls for new and existing membersEssential Skills: Minimum six (6) months in a fast-paced sales or customer service role required; financial services experience preferredAbility to listen to members’ needs and provide tailored product recommendationsExcellent listening skills with the ability to ask probing questions, understand concerns, and overcome objectionsExcellent verbal and written communication skills; able to express ideas concisely and logicallyDemonstrated effective time management skills and the ability to work independently or in a collaborative team environmentAbility to work in fast-paced customer service and sales environment without sacrificing accuracy and serviceAptitude for learning a variety of computer systems using technology to solve member issuesPossesses critical thinking and decision-making skills with attention to detailWorking knowledge of Microsoft Office SuiteCertification/License: Notary preferred Minimum Education: High School Diploma or equivalentLocation: San Jose Experience Center | San Jose, CA 95134 Target Compensation: $25.50 - $30.50 + monthly incentive Schedule: Full-Time On-Site | Branch operating hours areMonday – Friday 9am-5pm & Saturday 10am-1pm We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.