The Premier Financial Representative processes financial transactions and develops plans for assigned affluent members in the branch (Experience Center) as well as follow up activities by phone or email. The Representative is focused on building strong relationships with new and existing members.

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

Job Duties

Process financial business for affluent members quickly and accurately, including opening accounts, wire transfers, account transfers and loan payments
Provide the highest quality of service to assigned members; promptly address member concerns and/or escalate to leadership when appropriate
Engage with members and recommend options that best fit their needs, participate in campaigns, cross-selling and making referrals when appropriate using the online tracking and CRM systems
Perform follow-up activities for assigned and prospective members, including outbound calls and business development activities
Assist members in their financial goals by offering multiple deposit & lending product options
Partner with other business units in sales and service activities
Mentor Financial Solutions Representatives on a day to day basis as a peer coach

Essential Skills

Minimum 2 years’ experience as a financial solutions representative and/or senior branch representative, including deep experience with building relationships with customers, uncovering needs and offering solutions
Experience in outbound sales and outbound calling
Exceptional listening skills with the ability to ask probing questions, understand concerns, and overcome objections
Excellent verbal and written communication skills; able to express ideas concisely and logically
Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment
Ability to work in fast-paced environment and meet deadlines without sacrificing quality
Ability to foster strong relationships with internal and external stakeholders
Strong analytical and problem-solving skills with attention to detail
Working knowledge of Microsoft Office Suite
Minimum Education: High School Diploma

Location: Tanasbourne Experience Center - Hillsboro, OR 97006

Target Compensation in Beaverton, OR: $29.00 to 33.00 per hour + quarterly incentive

Benefits options include:

Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Accrue up to 17 days of Paid Time Off your first year of employment
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)

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Premier Financial Representative