Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Banker I

First United Bank

Relationship Banker IAt First United Bank we are dedicated to building a culture of care in the communities we serve and we are committed to building lifelong, multigenerational relationships. We are also committed to using our collective talents to make our community a better, stronger, more stable place, one customer, one family, one company at a time. Our goal is to educate, empower, and inspire each person to reach their highest purpose, to realize their fullest potential, and to accomplish their greatest success. Top candidates must be passionate about this mission, instilling it in their team and serving others whether customers, employees or community members. This individual must establish significant and trusting relationships with customers, while using their creativity to find solutions that meet customer needs. The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible for connecting with customers in order to understand how best to match their needs with First United Bank products and services, as well as mentoring employees to do the same. The ideal candidate will possess a positive attitude and an ability to establish and cultivate strong personal connections. This individual must be committed to precision and adhering to the policies and regulatory standards as they relate to the role.We Offer:An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation.An opportunity to make a difference in the lives of others, where we embrace our communities and invest our time and our hearts into making a difference.Opportunities for personal and professional growth because in order to spend life wisely, we must find our calling, not just a job or career.Exceptional benefits that include 401(k) matching contributions because we must have a vision for what our path to success looks like and a plan to sustain us along the way.The YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options because how we feel each day impacts our life and the lives of those around us.Educational assistance and reimbursementsDo you GET to Spend Life Wisely in your career? Apply NOW to be one of the select few who will have the chance to experience this exciting career path.The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals. They will master First United Bank's delivery process and product knowledge to develop customer relationships by performing the following essential duties.Essential Duties:Maintains a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts.Follows proper procedures accurately and efficiently for all customer-servicing activities performed.Retains existing customers and develop new customer relationships.Serves as customers' single point of contact on all First United Bank products and services.Consistently meets and often exceeds performance goals and actively participate in all sales campaigns; promote new products and services and educate customers and peers within the bank.Participates in all meetings, banks functions, and customer appreciation/community events as requested or assigned by supervisor.Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty.Identifies and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met.Opens new accounts, certificates of deposit, and all other ancillary products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system.Assist customers with routine questions and requests: balance inquiries, temporary statements, check copies, stop payments, holds, online banking, ACH, automatic funds transfer, direct deposit, wire processing, coin processing, notary services, and privacy.Serves customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; money orders, savings bonds, traveler's checks, cashier's checks, accepting and processing payments for loans and other services.Maintains appropriate drawer limits, perform cash versifications and vault duties.Verifies all transactions, places holds as appropriate and proves cash drawer upon completion of assigned shift to ensure compliance with First United Bank standards policies.Seeks assistance as needed to resolve proof discrepancies.Proactively resolve customer complaints, problems, or other issues.Reviews and resolves account issues listed in insufficient and exception reports on daily basis: assists customers with account charge-off repayment plans.Performs security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds.Masters the Primary Purpose and Essential duties of the Relationship Banker I position.Employee Specifications:High School Diploma strongly preferred. Some college is strongly preferred.One year of retail experience is preferred. Cash handling experience is preferred.Superior customer service skills required. Basic mathematics to solve problems.Requires being exact or highly accurate with daily work.Ability to effectively read, write, and verbally communicate with customers and co-workers.Ability to manage time effectively and work independently, without close supervisor.Ability to use good judgment and exercise decision-making skills.Critical Thinking – requires logic and reasoning to identify solutions, conclusions or approaches to problems.Ability to multi-task.Maintain a professional attitude and appearance.Behave ethically while at work or outside your work environment.Active Listening – Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate.The above essential duties do not cover an all-inclusive list of work requirements. Individuals will perform other job-related duties as assigned, including work in other areas to cover absences or otherwise balance the workload.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker I in Oklahoma City, OK vacancy
  •  ...Oklahoma Fidelity Bank is seeking a Universal Banker to greet customers, build relationships and represent our products and service excellence across all branch touchpoints. You will collaborate with teammates to deliver an outstanding customer experience while identifying... 
    Suggested
    Relocation package

    Hyra

    Oklahoma City, OK
    4 days ago
  •  ...Drive. Uniontown, Pennsylvania. 15401. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This position is... 
    Suggested
    Full time
    Work at office
    Night shift

    F.N.B. Corporation

    Oklahoma City, OK
    13 hours ago
  • Bank of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and...
    Suggested

    Bank of America

    Oklahoma City, OK
    1 day ago
  •  ...Relationship Banker It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet... 
    Suggested
    Night shift

    Simmons Bank

    Oklahoma City, OK
    3 days ago
  • $20 - $24.95 per hour

     ...Relationship Banker Pay is based on a number of factors including the successful candidate's job-related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial... 
    Suggested
    Hourly pay
    Monday to Thursday
    Flexible hours
    Night shift

    Arvest Bank

    Oklahoma City, OK
    1 day ago
  • $25 - $26.77 per hour

     ...that meet the financial goals. Responsibilities: Executes the bank’s risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients... 
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Oklahoma City, OK
    2 days ago
  • JPMorganChase in Massachusetts seeks a Relationship Banker to deliver exceptional client experiences and cultivate lasting relationships. You will engage clients in person and by phone to assess needs, tailor banking solutions, and connect them with specialists as needed... 
    Weekend work
    Afternoon shift

    Aumni

    Oklahoma City, OK
    2 days ago
  • Busey Bank in Oklahoma City is seeking a Relationship Banker who blends teller duties with relationship-building, handling transactions and cross-selling services to create a seamless customer experience. The role requires high school diploma, banking or sales experience... 

    Busey Bank

    Oklahoma City, OK
    1 day ago
  • Location: On site at location listed in job posting. SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will... 
    Temporary work
    Work at office

    First Horizon Corp.

    Oklahoma City, OK
    13 hours ago
  • $20 - $22.36 per hour

     ...retirement products including CD’s and IRA’s and assistance with loan applications at a full-service Cape Cod 5 banking center. The Relationship Banker position provides a career track for retail bankers as they progress through increased levels of responsibility as a... 
    Shift work

    The Cape Cod Five Cents Savings Bank

    Oklahoma City, OK
    13 hours ago
  •  ...Personal BankerCity National Bank and TrustThe Personal Banker is the entry-level role in City National Bank's personal banking career path. This role focuses on developing foundational knowledge and skills for personal banking while delivering exceptional customer service... 
    Flexible hours

    City National Bank

    Oklahoma City, OK
    2 days ago
  •  ...please email us ****@*****.***. Personal Banker Location: Oklahoma City -OKC Areas of Interest:...  ...Banker is an entry-level banking professional who builds client relationships through consultative conversations, solution-based recommendations... 
    Local area

    BOK Financial

    Oklahoma City, OK
    3 days ago
  •  ...Peoples Bank & Trust Co. is seeking a Personal Banker in Missouri to provide friendly, accurate service and handle a variety of banking transactions. You will identify customer needs and promote suitable products, with potential training as a Deposit Account Specialist... 

    Troyonthemove

    Oklahoma City, OK
    13 hours ago
  • $20.55 - $25.05 per hour

     ...Personal BankerOur Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial...  ...banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other... 
    Hourly pay
    Full time
    Shift work

    Commerce Bank

    Oklahoma City, OK
    3 days ago
  • $21 per hour

     ...A boutique talent acquisition firm is seeking a Personal Banker in Oklahoma City. The role involves greeting customers, identifying...  ...sales experience, cash handling skills, and an ability to build relationships. This position offers up to $21/hr along with incentives and... 

    The Symicor Group

    Oklahoma City, OK
    17 hours ago
  •  ...the right place to grow your career. The Senior Private Wealth Banker is primarily responsible for making and servicing a wide...  ...You will manage a portfolio of key and strategic customer relationships. Develop and execute tailored solutions and strategies for customers... 

    BOK Financial

    Oklahoma City, OK
    more than 2 months ago
  • Part Time Personal Banker - Moore (5th Street) The Personal Banker is responsible for generating business and deepening relationships by promoting products and services to potential and existing customers. Responsibilities include providing high quality customer service... 
    Part time
    Bank staff
    Local area
    Monday to Friday
    Weekend work

    MidFirst Business Credit, Inc.

    Oklahoma City, OK
    2 days ago
  • BOK Financial is seeking a Personal Banker in Oklahoma City (OKC). This entry-level role focuses on building client relationships through consultative conversations and offering retail banking products. You will participate in a 9-week Banking Navigator training program... 
    Permanent employment

    BOK Financial Corporation

    Oklahoma City, OK
    3 days ago
  •  ...opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Branch organization, you will be based in...  ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet... 
    Temporary work
    Work experience placement
    Work at office

    PNC

    Oklahoma City, OK
    1 day ago
  •  ...financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Oklahoma City, OK
    2 days ago
  •  ...Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional... 
    Full time
    Live in
    Work at office
    Local area

    Accenture

    Oklahoma City, OK
    5 days ago
  •  ...Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Oklahoma City, OK
    5 days ago
  • $69.8k - $132k

     ...developing and retaining talentDemonstrated leadership experienceMust have demonstrated the ability to develop and maintain effective relationships with business associates and industry groups, including strong presentation, communication and rapport building skillsAbility to... 
    Full time
    Work experience placement
    Internship
    Local area
    Flexible hours

    RSM International

    Oklahoma City, OK
    4 days ago
  •  ...propels success at Accenture: It’s who you are, fundamentally, as a person. You take ownership — of your workstream, your client relationships, and the quality of what you deliver. You communicate with confidence and clarity, whether you’re running a client workshop,... 
    Full time
    Contract work
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Oklahoma City, OK
    5 days ago
  •  ...Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Oklahoma City, OK
    6 days ago
  • $58.44k - $93.5k

    Personal Financial Counselor, Oklahoma City/Tinker AFB, OKThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members ...
    Contract work
    Temporary work
    Work at office

    Magellan Health

    Oklahoma City, OK
    3 days ago
  • $61k - $119k

     ...financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of lifeTraining, licensing & designationsNorthwestern Mutual has been... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Oklahoma City, OK
    1 day ago
  • $100k - $250k

     ...Foster and expand regional client networks by utilizing the firm's localized CPA alliances and marketing channels.Deliver high-touch relationship management to ensure exceptional client retention and long-term satisfaction.RequirementsActive FINRA Series 7 and Series 66 (or... 
    Work at office
    Local area

    Wisepath Financial Group

    Edmond, OK
    3 days ago
  • $90k - $160k

    LE001 Berkeley Research Group, LLC in Massachusetts is seeking a professional to provide valuation services for transaction opinions and portfolio valuation. This role involves analyzing financial data, developing financial models, and presenting results to clients. The...

    LE001 Berkeley Research Group, LLC

    Oklahoma City, OK
    5 days ago
  • DEW Softech Inc is seeking a PeopleSoft Financials Consultant based in Oklahoma City, OK. This long-term opportunity involves engaging with PeopleSoft Phase II modules for various government agencies. Candidates will need to exhibit strong functional support skills for...
    Contract work

    Dew Softech

    Oklahoma City, OK
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker I. Be the first to apply!