Relationship Manager
First Tech Federal Credit UnionRocklin, California, United States
Posted September 2, 2025
70004 - 78000 USD year
Full Time
About the Company
First Tech Federal Credit Union is dedicated to serving its members rather than seeking profit. Offering a range of financial services including credit unions, insurance, deposits, employment assistance, community service, and fintech solutions, the company focuses on helping individuals achieve their financial goals at every life stage. Distinctive in its commitment to investment in its members, First Tech serves over 540,000 members across various prominent companies.
Job Description
The Relationship Manager acts as a central point of contact for a variety of member investment needs, ensuring continuity of high-quality service, product delivery, and responsiveness to client needs.
Requirements
- Proactively support and promote all aspects of Addison Avenue Investment Services and First Tech
- Interface with mutual fund companies, insurance companies, clearinghouse and broker/dealer
- Participate in networking events on behalf of First Tech
- Maintain member files and records to comply with the requirements FINRA, SEC, Raymond James, and state insurance agencies
- Develop effective ways to promote brand awareness that lead to measurable business results
Benefits
- Traditional medical, dental, and vision coverage
- 401K matching up to 5% per pay period
- Paid Time Off
- 11 paid federal holidays
- Special employee pricing on lending products
