Senior Relationship Banker
About the job
- A high school diploma or equivalent is required.
- Three or more years of experience in related disciplines, including sales, customer service, or financial services, is preferred.
- Ability to develop positive interpersonal connections during limited-time interactions.
- Rapport-building, active listening, and consultative communication skills.
- Effective verbal and written communication across in-person, phone, and digital channels.
- Ability to translate member needs into appropriate financial solutions.
- Ability to manage multiple member relationships simultaneously and proactively follow up.
- Ability to call warm and cold prospect lists.
- Sales, service, and team orientation.
- Ability to coach and model successful sales activities and interactions for newer staff.
- Strong product knowledge of banking offerings, including rates and terms, with judgment to escalate or refer complex needs.
- Organization, attention to detail, and time-management skills.
- Basic mathematical skills.
- Ability to work independently and use tools to find information.
- Ability to collaborate and perform in a fast-paced, goal-driven team environment.
- Adaptability as organizational needs evolve.
- Knowledge and fluency in digital and virtual platforms for internal and external contacts.
- Basic Microsoft Office and keyboarding skills.
- Ability to navigate multiple software applications.
- Understanding of financial products, services, and industry regulations.
- Enrollment in and maintenance of registration with the Nationwide Multistate Licensing System under Tech CU's company registration upon employment.
- Willingness to travel as required for Tech CU business.
- Ability to distinguish among denominations of coin and currency.
- Ability to speak and listen while interacting with members and team members in person, by phone, or by video conference.
- Ability to stand for up to four hours per day.
- Ability to read a computer screen and perform keyboarding tasks for up to 70% of the day.
- Ability to occasionally bend or stoop and lift 25 pounds or less.
- Perform a wide variety of banking transactions with minimal supervision.
- Serve as the subject matter expert for authority-limit oversight and membership review supporting audit and reporting requirements.
- Manage member escalations and resolve complaints independently with limited 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 while properly handling cash and negotiables.
- Maintain current knowledge of Tech CU products, 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 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 the Virtual Branch.
- Identify opportunities to deepen member relationships.
- Proactively identify and enter qualified sales referrals 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, regulatory requirements, and internal controls and security measures.
- Three or more years of experience in related disciplines, including sales, customer service, or financial services.
- Understanding of financial products, services, and industry regulations.
- College degree.
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
Company News
Technology Credit Union selects Floify to enhance its digital mortgage lending experience. Partnership pairs Floify with MeridianLink to deliver a more transparent, digital-first loan process for members. BOULDER, Colo., Sept. 29, 2026 (SEND2PRESS NEWSWIRE) - Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced that Technology Credit Union (Tech CU) has chosen Floify to modernize its first mortgage and home equity lending experience. Image caption: Technology Credit Union selects Floify to enhance its digital mortgage lending experience. Founded in 1960, the Bay Area credit union recognized the need for a more streamlined mortgage process to meet members' expectations. Through Tech CU's comprehensive evaluation process, Floify stood out for its flexibility, ease of implementation, strong integration capabilities and borrower-centric user experience, including a smooth pairing with Tech CU's MeridianLink loan origination system. Tech CU was particularly drawn to Floify's intuitive digital application, automated document collection, workflow automation and real-time loan visibility. "We're continually looking for ways to make complex financial transactions easier for our members," said Josh Bluhm, executive vice president and chief lending officer at Tech CU. "Floify gives us the ability to deliver a more modern, transparent and efficient mortgage experience while preserving personalized service." "Tech CU's commitment to its members made them an ideal partner as we continue helping lenders modernize the mortgage process," said Joshua Steffan, interim president and general manager of Floify and senior vice president and group general manager at Porch Group. "We're proud to support the Tech CU team with a platform that brings more automation, transparency and efficiency to every loan as they continue to grow." ABOUT FLOIFY: Floify is a fully configurable point of sale (POS) platform that streamlines the loan process with a secure application, communication and document portal between lenders, borrowers, referral partners and other mortgage stakeholders. Its Dynamic AI feature reimagines the mortgage application process by moving document collection and AI-driven data extraction to the very beginning of the process, allowing borrowers to upload key documents and have applications prepopulated with verified information, accelerating pre-approvals and simplifying the borrower experience. Floify is a subsidiary of Porch Group Inc. ("Porch Group") (NASDAQ: PRCH). For more, visit https://floify.com/ or find Send2Press on social media at Facebook, LinkedIn or Twitter / X. ABOUT TECH CU: Tech CU is a $4.5 billion Bay Area credit union. As a federally insured not-for-profit organization, Tech CU has invested its resources to deliver superior rates, lower fees, and outstanding service and member benefits for more than 60 years while also supporting quality of life in local communities. It serves more than 170,000 members throughout the United States and provides financial products for all stages of its members' lives, including personal banking, wealth management, private banking, commercial lending, and business banking. To learn more, please visit https://www.techcu.com/. X: @Floify #mortgage #fintech #housingfinance ### MEDIA ONLY CONTACT: (not for print or online) Elizabeth Schroeder Depth for Floify 209-774-6555 [email protected] News Source: Floify Follow Send2Press Newswire on Google News, or add Send2Press as a preferred source, to get its latest news announcements from all topics in your feeds. Shortcode: https://i.send2press.com/ghlNW RELATED TOPICS: ABOUT THE NEWS SOURCE: Floify. Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. ("Porch Group") (NASDAQ: PRCH). LEGAL NOTICE AND TERMS OF USE: The content of the above press release was provided by the "news source" Floify or authorized agency, who is solely responsible for its accuracy. Send2Press(R) is the originating wire service for this story and content is Copr. (C) Floify with newswire version Copr. (C) 2026 Send2Press (a service of Neotrope). All trademarks acknowledged. Information is believed accurate, as provided by news source or authorized agency, however is not guaranteed, and you assume all risk for use of any information found herein/hereupon. Rights granted for reproduction by any legitimate news organization (or blog, or syndicator). However, if news is cloned/scraped verbatim, then original attribution must be maintained with link back to this page as "original syndication source." Resale of this content for commercial purposes is prohibited without a license. Reproduction on any site selling a competitive service is also prohibited. This work is licensed under a Creative Commons Attribution-NonCommercial 3.0 Unported License. Story Reads as of 2026-09-29 08:05:06: 214 views
Technology Credit Union selects eGain AI Knowledge Hub to enhance member and employee experience. Silicon valley Credit Union builds ai-ready knowledge foundation across contact center, digital banking, and back Office. SUNNYVALE, Calif., Aug. 11, 2026 (GLOBE NEWSWIRE) - eGain (NASDAQ: EGAN), the leading AI knowledge platform for customer service, today announced that Technology Credit Union (Tech CU) has selected eGain AI Knowledge Hub to modernize member service and establish a governed, AI-ready knowledge foundation across the enterprise. The credit union selected eGain for its comprehensive knowledge lifecycle management, composability, and agentic orchestration - capabilities recognized in eGain's designation as a Leader in the inaugural Gartner(R) Magic Quadrant(TM) for Customer Service Knowledge Management Systems (July 2026), including being named the top solution for compliance-driven service use cases. Founded in 1960 and headquartered in San Jose, California, Tech CU is a member-owned financial institution serving more than 170,000 members with $4.5 billion in assets. As the credit union continues to invest in AI to enhance both member and employee experiences, it selected eGain to centralize enterprise knowledge and deliver information across its contact center, digital banking platform, branches, and back-office operations. By establishing a single source of truth, Tech CU expects to improve the speed and quality of member service while providing employees with easy access to compliant information. "Our approach to innovation has always been guided by one question: Will this make life better for our members?" said Brenda Jaimes, Head of Value Management Office at Technology Credit Union. " AI represents an exciting opportunity, but its output is only as trustworthy as the knowledge powering it which is why it must be implemented with strict governance and accurate inputs. With eGain, we're building a trusted knowledge foundation that helps our employees deliver better service today while creating new opportunities to enhance the member experience in the future." "Credit unions operate in one of the most regulated, trust-dependent environments in financial services," said John Copeland, VP Marketing of eGain. "Tech CU understood from the outset that AI transformation starts with trusted knowledge, not the other way around. We are proud to partner with them on a foundation that will serve their members, their employees, and their AI roadmap for years to come." About Technology Credit Union Tech CU is a $4.5 billion Bay Area credit union. As a federally insured not-for-profit organization, Tech CU has invested its resources to deliver superior rates, lower fees, and outstanding service and member benefits for more than 60 years while also supporting quality of life in local communities. It serves more than 170,000 members throughout the United States and provides financial products for all stages of its members' lives, including personal banking, wealth management, private banking, commercial lending, and business banking. To learn more, please visit www.techcu.com. About eGain eGain is a leading provider of AI-powered knowledge management and customer experience automation solutions. With over 25 years of experience in knowledge management, eGain helps enterprises unify siloed content, automate trusted knowledge workflows, and deliver measurable AI-ROI through proven frameworks and methods. Global 2000 companies across industries rely on eGain to transform customer service, improve employee productivity, reduce costs, and accelerate AI adoption. Visit www.egain.com for more info. eGain, the eGain logo, and all other eGain product names and slogans are trademarks or registered trademarks of eGain Corp. in the United States and/or other countries. All other company names and products mentioned in this release may be trademarks or registered trademarks of the respective companies. Gartner Disclaimer Gartner, Magic Quadrant for Customer Service Knowledge Management Systems, Pri Rathnayake, Jennifer MacIntosh, Patrick Quinlan, Drew Kraus, 16 July 2026. Gartner, Critical Capabilities for Customer Service Knowledge Management Systems, Patrick Quinlan, Pri Rathnayake, Jennifer MacIntosh, Drew Kraus, 21 July 2026. GARTNER is a registered trademark and service mark, and MAGIC QUADRANT is a registered trademark, of Gartner, Inc. and/or its affiliates in the U.S. and internationally and are used herein with permission. All rights reserved. Gartner does not endorse any vendor, product or service depicted in its research publications and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. eGain Media Relations [email protected]
Join Tech CU at the 2026 Walk to End Alzheimer's - Silicon Valley. July 31, 2026 By: Team, Tech CU Team, Technology Credit Union Lace-up your sneakers and mark your calendars for this year's Walk to End Alzheimer's - Silicon Valley. Tech CU is proud to sponsor the walk on Saturday, October 10, 2026, and Tech CU invite you to join Tech CU in supporting the fight against Alzheimer's disease. More than 7 million Americans are living with Alzheimer's, and nearly 13 million family members and friends provide unpaid care for those affected by the disease. Between 2000 and 2024, deaths from Alzheimer's more than doubled, highlighting the urgent need for continued research, care and support. In California alone, more than 700,000 individuals age 65 or older are living with the devastating disease. That number is expected to surpass 1 million by 2030. The Alzheimer's Association Walk to End Alzheimer's is the world's largest event dedicated to raising awareness and funds for Alzheimer's care, support and research. Participants of all ages and abilities are welcome, with the option to choose either a 1-mile or 3-mile route. Every registered participant will also receive a Promise Garden flower representing their personal connection to the cause, creating a powerful display of hope, remembrance and support. There is no registration fee to participate. However, participants are encouraged to make a personal donation and commit to raising funds in the fight against Alzheimer's. All funds raised through Walk to End Alzheimer's further the care, support, and research efforts of the Alzheimer's Association. When. October 10, 2026 Event Day Timeline: * Registration 8:00 am * Ceremony 9:15 am * Walk at 9:30 am Where: Lake Cunningham Park 2305 S. White Road San Jose, CA 95148 Unable to attend the event but still want to get involved? You can support the cause by making a donation or volunteering on event day. Volunteers are needed to help with set-up, clean-up, registration, water stops, the Promise Garden and more. Learn more about volunteer opportunities. Posted July 31, 2026 by Team
Investing in financial wellness: Tech CU supports the 2026 Financial Counselor Academy. June 05, 2026 By: Team, Tech CU Team, Technology Credit Union Tech CU is proud to host the Northern California Capstone event for the California's Credit Unions and Nevada's Credit Unions and the Richard Myles Johnson (RMJ) Foundation's 2026 Financial Counselor Academy (FCA) on June 9. Designed to strengthen financial wellness education and help credit union professionals with the tools they need to better serve their communities, the event marks the final day of the 13-week program and celebrates participants as they complete the Academy and continue their commitment to financial wellness education. The 13-week program, which runs from March through June, is designed to enhance the self-study Financial Counseling Certification Program (FiCEP) offered by America's Credit Unions. Participants engage in online learning sessions from March 12 through May 21, followed by online testing and in-person capstone events in Northern and Southern California in June. Through interactive webinars, collaborative learning opportunities, study guides, and live exam preparation sessions, participants gain practical knowledge and counseling skills to help people navigate important financial decisions with greater confidence. In addition to strengthening financial counseling expertise, the Academy also encourages relationship-building among participants, creating opportunities for collaboration and peer learning across the credit union industry. At Tech CU, Tech CU believe financial wellness and education are essential to building stronger communities. Supporting programs like the Financial Counselor Academy helps empower professionals who work directly with individuals and families to improve financial literacy and help people build more secure financial futures. The Academy reflects the credit union industry's ongoing commitment to people-first service and community impact, values that closely align with Tech CU's mission to help its members achieve their financial goals and thrive. Tech CU is honored to support initiatives that invest in education, professional development, and financial empowerment throughout the communities Tech CU serve. To learn more about the 2026 Financial Counselor Academy, please visit California's Credit Unions - Financial Counselor Academy. Posted June 05, 2026 by Team
Join Tech CU for a magical evening at Morgan Autism Center's Starry Starry Night gala. April 09, 2026 By: Team, Tech CU Team, Technology Credit Union Tech CU is thrilled to invite you to Morgan Autism Center's signature fundraising gala, Starry Starry Night, on Saturday, May 9, at 5 PM PT. Morgan Autism Center supports children and adults with autism and other developmental disabilities, helping them maximize their potential in a dignified, positive, and loving environment. As proud sponsors, Tech CU is deeply committed to their mission and to celebrating the students and adult clients who learn, grow, and thrive there every day. This year's celebration moves to the stunning Hayes Mansion in San Jose, CA, for an elegant evening filled with a vibrant cocktail reception, a delicious dinner, silent and live auctions, a raffle, and inspiring stories from the MAC community. A highlight of every Starry Starry Night is the breathtaking artwork created by the talented individuals at Morgan Autism Center, and this year is no exception. The 2026 invitation artwork, "Twinkle Zeypher Frolic," was created by the talented students of Room 1. All proceeds raised will go directly toward expanding opportunities for Morgan Autism Center's students and adult clients, strengthening essential services, and building a future where every individual has the space and support they deserve. Event details. Saturday, May 9, 2026 5:00 PM Hayes Mansion San Jose 200 Edenvale Ave, San Jose, CA 95136, United States Unable to attend? You can still show your support for the Morgan Autism Center by: Tech CU look forward to seeing you there and continuing to support the Morgan Autism Center for years to come. Posted April 09, 2026 by Team