Relationship Banker
$55.5k - $72.5k/yr+ 5% target bonus
Junior
Bachelor's
Milpitas, CA, USA
In PersonOccasional travel to other Tech CU locations, training, meetings, or events may be required.
Finance & BankingRetail & Commercial Banking
About the job
Requirements
- A high school diploma or equivalent is required.
- At least 1 year of experience in related disciplines, including sales, customer service, or financial services, is preferred.
- The employee must enroll in and maintain registration with the Nationwide Multistate Licensing System under Tech CU’s company registration upon employment.
- The role requires the ability to develop positive interpersonal connections during limited-time interactions.
- The role requires a strong service-to-sales orientation and the ability to translate member needs into appropriate financial solutions.
- The role requires rapport-building, active listening, and consultative communication skills.
- The role requires proactive follow-up and the ability to manage multiple member relationships simultaneously.
- The role requires baseline fluency in core financial products and services and judgment to escalate or refer complex needs.
- The role requires the ability to rapidly understand the basics of current and new products.
- The role requires organization, attention to detail, time-management, verbal and written communication, basic mathematical, Microsoft Office, keyboarding, and software-navigation skills.
- The role requires the ability to work independently and use tools to find information.
- The role requires occasional travel for Tech CU business, including to other locations, training, meetings, or events.
- The role requires the ability to distinguish coin and currency denominations, communicate with members and the team in person, by phone, or by video conference, read a computer screen, perform keyboarding tasks, stand for up to 4 hours per day, occasionally bend or stoop, and occasionally lift 25 pounds or less.
Responsibilities
- Perform a wide variety of banking transactions with minimal supervision.
- Deliver member service and research and resolve requests or issues in a timely manner.
- Receive and dispense various denominations of coin and currency.
- Process transactions accurately and efficiently while maintaining member confidentiality.
- Open, close, and balance the cash drawer daily and properly handle cash and negotiables.
- Maintain current knowledge of Tech CU products and services and the competitive landscape.
- Participate in Tech CU training, including compliance, product knowledge, and sales skills.
- Attend staff and company-wide meetings.
- Meet sales goals ethically and in compliance with regulatory requirements.
- Participate in offsite business development events, community events, member-company wellness fairs, and phone campaigns to generate new business, strengthen relationships, and build brand awareness.
- Attend networking events and conduct sales calls to increase Tech CU’s visibility and generate new business.
- Open new member accounts, perform account servicing and maintenance, and process loan applications in person or through Virtual Branch while identifying opportunities to deepen member relationships.
- Identify qualified sales referrals and enter them into the designated tracking system.
- Convey information to members across in-person, phone, and digital channels.
- Meet regularly with the manager to discuss goal alignment, performance metrics, and development plans.
- Comply with Tech CU policies and procedures, the employee Code of Conduct, Business Ethics, and requirements imposed by regulatory agencies.
- Adhere to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors.
Desired Qualifications
- A college degree is preferred.
- Experience in sales, customer service, or financial services is preferred.
- Understanding of financial products, financial services, and industry regulations is preferred.
About the company
Tech CU is a credit union that serves the Bay Area’s tech workforce and its ecosystem. It provides online and mobile banking, full-service branches, a Virtual Branch, wealth management, and business services, with access to over 65,000 fee-free ATMs nationwide. How it works: Members use digital banking for everyday finances (checking, savings, transfers) and can access wealth management and business services; branches and virtual branch support in-person and remote banking needs. Differentiation: It emphasizes its focus on the tech community, long-standing track record (over 60 years), strong management, and recognition like the Forbes Best-in-State Award (2021). Its large asset base (nearly $4 billion) and nationwide ATM access also set it apart from many local credit unions. Goal: To serve the financial needs of tech workers and their ecosystem by providing reliable, accessible banking and wealth solutions that help members manage money, grow wealth, and run businesses.
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
null
Founded
1960
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Simplify's Take
What believers are saying
- eGain gives Tech CU a governed knowledge layer across branches, contact center, and digital banking.
- Floify modernizes mortgage and home-equity origination, improving member speed and transparency.
- 2026 leadership appointments and board additions suggest active governance and growth execution.
What critics are saying
- Selis v. Technology Credit Union is active in N.D. California with settlement proposed.
- BBB shows 19 complaints in three years, signaling persistent service friction.
- Digital transformation depends on vendors like Floify and eGain; integration failures hurt conversion.
What makes Technology Credit Union unique
- Tech CU pairs $4.5 billion scale with member-owned community banking since 1960.
- September 2026 Floify and August 2026 eGain deals show aggressive digital modernization.
- Texas market entry and Austin branch expansion broaden its regional footprint beyond California.
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Benefits
- Health Insurance
- Life Insurance
- Disability Insurance
- 401(k) Company Match
- 401(k) Retirement Plan
- Paid Holidays
- Paid Vacation
- Unlimited Paid Time Off
- Voluntary Time Off