Financial Solutions Representative Sr

First Tech Federal Credit Union - Seattle, WA (30+ days ago)3.3

Job Details
Are you self-motivated? Do you thrive on relationship building? Do you enjoy working in a innovative and collaborative environment? If this sounds like you, we are looking for a Sr. Financial Solutions Representative to join our Seattle market to help build our book of business and create strong relationships in a new market. In this role you will split your time equally between scheduling appointments with our members, proactively seeking out new business and attending membership development events.

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

Job Duties:
Build relationships with new and existing members via outbound activities and relationship development activities
Attend/Organize networking events that drive growth within new and existing members
Schedule and execute member appointments to better understand needs.
Incorporate oneself within the community as a known expert and brand.
Build robust plans for members to follow that includes the incorporation of First Tech products and services.
Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate

Essential Skills:
Minimum 3 years’ previous bank or credit union experience or relevant sales and relationship building experience

Experience building and managing a book of business
Excellent communication and listening skills
Proven track record of meeting/exceeding individual sales goals along with business goals and objectives
Self-motivated, driven and comfortable working with little supervision
Location: Downtown - Seattle, WA 98104

Schedule: 40 Hours a week

First Tech is not currently offering Visa sponsorship or transfers


I acknowledge that if hired by the company, employment is on an at-will basis. This means the company is free to terminate my employment at any time, with or without cause or advance notice. Similarly, I am free to terminate my employment with the company at any time for any reason. I agree to conform to the rules and regulations of the company, and I understand that the company has complete discretion to modify such rules and regulations at any time, except that it will not modify its policy of employment at-will.

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.