Financial Solutions Representative (Personal Banker)
First Tech Credit Union - Bellevue, WA

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At First Tech, we're looking for Champions. People who go out of their way to help other people build stronger financial futures. As a financial institution, we definitely like numbers, and here are a few important ones for you:
  • We're ranked as one of the top 10 safest, soundest credit unions in the country
  • At over $6 billion in assets, First Tech Federal Credit Union is the 10th largest credit union in the U.S
Yes, we do like numbers, but as a credit union we love people even more. And especially the people we call Members. They need someone who's committed to making their banking simple, keeping them connected to their money wherever they are, and always watching out for their financial future, even when they aren't. That's why they need a Champion. Do you have what it takes?

We're searching for a Financial Solutions Representative to Champion our members. Here's what you can expect from the job and what you need to be successful:

Job duties:
  • Recommend products and services that enhance our members' financial lives including loan options, rates, share products and other credit union offerings
  • Support Member Service Representatives during peak periods by processing deposits, withdrawals and loan payments
  • Manage loan pipeline to ensure members are updated in a timely manner, resolve errors and respond to member issues
  • Identify and create referral opportunities to key business partners
  • Develop outside business through face-to-face client meetings and sales calls
Essential skills:
  • Minimum 2 years previous financial experience (bank or credit union) with an emphasis in consumer lending required
  • Minimum 1 year previous experience accurately handling large amounts of cash and negotiable instruments
  • Minimum 1 year previous experience in a sales or retail environment
  • Proficiency in basic mathematics and ten-key and calculator

Location: Bellevue, WA 98007
Schedule: 35-40 hours per week; must be available Saturdays