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First Tech Federal2 weeks ago

Relationship Banker (San Jose Experience Center)

$53,040–$63,440 year

On-site · San Jose, California, United States

Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Unknown

Job Summary

Relationship Banker role at the San Jose Experience Center focusing on member-first sales: handle routine financial transactions (deposits, withdrawals, loan payments, cashier’s checks), open and maintain deposit/loan accounts, provide high-quality member service, proactively identify products to meet member needs, and meet monthly sales and service metrics. Requires ability to listen, advise on tailored financial products, strong written/verbal communication, independent and collaborative work style, comfort with computer systems, attention to detail, and proficiency with Microsoft Office. Notable benefits include health coverage, 401K, PTO, holidays, and special pricing on lending products. Not currently offering Visa sponsorship.

Required Qualifications

  • Minimum six (6) months in a fast-paced sales or customer service role
  • High School Diploma or equivalent
  • Notary preferred
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$53k – $63k / yr

Relationship Banker (San Jose Experience Center) · First Tech Federal

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