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 Premier Banker - Beaverton, Oregon, United States

Job information
Posted by: First Tech Federal Credit Union 
Hiring entity type: Other 
Work authorization: Existing work authorization required for United States
Position type: Direct Hire, Full-Time 
Compensation: ******
Benefits: See below
Relocation: Not specified 
Position functions: Finance
Travel: Unspecified 
Accept candidates: from anywhere 
Languages: English - Fluent
Minimum education: See below 
Minimum years experience: See below 
Resumes accepted in: English
Cover letter: No cover letter requested
Job code: 9JJ9X7LZDvpniuPbzQBdPYTBvz57xO / Latpro-3827547 
Date posted: Sep-29-2021
State, Zip: Oregon, 97006


The Premier Banker processes financial transactions and develops plans for assigned affluent members in the Branch, as well as follow up activities by phone and email.  The Private Premier Banker is focused on building strong relationships with new and existing members.

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

Job Duties

  • Process financial business for affluent members quickly and accurately, including opening accounts, wire transfers, account transfers and loan payments
  • Provide the highest quality of service to assigned members; promptly address member concerns and/or escalate to leadership when appropriate
  • Engage with members and recommend options that best fit their needs, participate in campaigns, cross-selling and making referrals when appropriate using the online tracking and CRM systems
  • Perform follow-up activities for assigned and prospective members, including outbound calls and business development activities
  • Assist members in their financial goals by offering multiple deposit & lending product options
  • Partner with other business units in sales and service activities
  • Mentor Financial Solutions Representatives on a day to day basis as a peer coach

Essential skills

  • Minimum 2 years’ experience as a Financial Solutions Representative, Personal Banker, or equivalent customer-facing consultative role in the financial services industry REQUIRED
  • Prior experience building relationships with customers, uncovering needs, and offering customized solutions
  • Experience in outbound sales and outbound calling
  • Exceptional listening skills with the ability to ask probing questions, understand concerns, and overcome objections
  • Excellent verbal and written communication skills; able to express ideas concisely and logically
  • Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment
  • Ability to work in fast-paced environment and meet deadlines without sacrificing quality
  • Ability to foster strong relationships with internal and external stakeholders
  • Strong analytical and problem-solving skills with attention to detail
  • Working knowledge of Microsoft Office Suite
  • High School Diploma or equivalent

Schedule: 40 hours per week, including Saturday

Locations: Tanasbourne, Beaverton, OR 97006 | Cornell, Hillsboro, OR 97124  | Cedar Hills, Beaverton, OR 97005 

What makes First Tech different? Click here to learn more!  

First Tech is not currently offering Visa sponsorship for this position 

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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