Financial Solutions Representative First Tech Federal Credit Union - Palo Alto, CA


Are you passionate about helping members with their financial needs? Are you looking for a position that offers a fun and dynamic work environment? We are looking for a Financial Solutions Representative to join our Palo Alto Branch

Job Duties:

  • Process routine financial business for members quickly and accurately, including deposits and withdrawals, loan payments, traveler's checks and money orders
  • Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate
  • Listen to members and recommend options that best fit their needs, cross-selling and making referrals when appropriate using the online tracking and CRM systems
  • Actively participate in programs and procedures that drive sales
  • Build strong relationships with existing members
  • Follow up activities for new and existing members, which can include outbound calls and business development activities
  • Opportunity to serve as a peer coach
  • Opportunities to partner with other lines of business in sales and service activities
  • Opportunity to assist our members in their financial goals by multiple deposit & lending product options

Essential Skills:

  • Minimum 3-5 years' previous experience in a fast-paced, high volume service and sales environment; financial industry experience preferred
  • Experience accurately managing large amounts of cash and other financial negotiable items (in person and electronically)
  • Must have experience in Sales or Service, with emphasis on customer relations
  • Inbound and/or outbound sales experience preferred
  • Ability to support First Tech branding in business development opportunities
  • Proficiency in basic mathematics, ten-key