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 IDo you approach serving every customer like they are your family member? Are you intuitively aware of the overall picture and able to discern top priorities? Do you seem to forge positive and trusting relationships with everyone? Are you highly responsible and dependable? Do you always follow through on your promises, no matter what? Do you effortlessly handle challenging situations? Are you relentless about constant improvement? Do you have a learning mindset? Do you revel at the opportunity to provide personalized service that creates customer loyalty? Are you addicted to a positive attitude? Do you commit to meeting deadlines and never miss the little details?At 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 9 hours ago
Similar jobs that could be interesting for youBased on the Relationship Banker I in Dallas, TX vacancy
  •  ...customers through each financial life stage and understand they desire and deserve choices on how they wish to bank. As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing client relationships while providing an exceptional... 
    Suggested
    Night shift

    SB Simmons Bank

    Dallas, TX
    2 days ago
  •  ...Truist Wealth is seeking a Regular Full-Time associate to deliver exceptional client service in person and by phone, expanding relationships through consultative conversations and referrals. The role includes cross-training to perform teller duties when needed and meeting... 
    Suggested
    Full time

    Truist Inc

    Dallas, TX
    5 days ago
  •  ...Overview The Relationship Banker is responsible for managing and growing customer relationships by providing consultative financial solutions and delivering exceptional service. This role focuses on deepening existing relationships, acquiring new customers, and driving... 
    Suggested
    Bank staff
    Monday to Friday

    North Dallas Bank

    Irving, TX
    5 days ago
  •  ...leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business... 
    Suggested
    Full time
    Temporary work
    Part time
    Work at office
    Shift work
    Night shift
    Weekend work
    Day shift

    Truist Financial Corporation

    Garland, TX
    2 days ago
  •  ...North Dallas Bank & Trust Co. in Irving, TX is seeking a Relationship Banker to grow customer relationships by delivering consultative financial solutions and exceptional service across consumer and small business banking channels. You will open and maintain accounts... 
    Suggested

    North Dallas Bank

    Irving, TX
    5 days ago
  •  ...Relationship Banker Dallas, Texas;Dallas, Texas; Dallas, Texas; Richardson, Texas; Dallas, Texas; Dallas, Texas; Dallas, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Dallas, TX
    3 days ago
  •  ...A prominent financial institution in Dallas, Texas seeks an experienced Private Banking Relationship Banker III. This role involves managing and developing profitable relationships with high net worth clients, focusing on loans, investments, and financial services. Ideal... 

    Origin Bank

    Dallas, TX
    2 days ago
  •  ...Financial Relationship BankerOur branch banking roles offer a welcoming and inclusive team environment where you are empowered every day...  ...and our communities for the better. As a Financial Relationship Banker, you play a key role in looking out for our consumer and... 
    Full time
    H1b
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington

    Garland, TX
    2 days ago
  •  ...new accounts and researching and resolving problems in a manner which promotes and maintains positive customer experiences and relationships; and promotes the Bank's culture, including the support of our Brand promise and Core Values. Duties and Responsibilities include... 
    Contract work
    Bank staff
    Work at office
    Local area
    Immediate start
    Flexible hours

    Origin Bank

    Dallas, TX
    2 days ago
  • $23 - $26 per hour

     ...Relationship BankerThe Relationship Banker role combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. The Relationship Banker is also responsible... 
    Temporary work
    Work at office
    Local area
    Immediate start
    Flexible hours
    Shift work

    Busey

    Dallas, TX
    2 days ago
  •  ...Texas Capital Bank in Dallas seeks a Financial Relationship Consultant to establish and deepen client relationships, performing banking transactions and identifying needs. You will open accounts, refer services, and provide strong customer service in a high-touch environment... 

    Texas Capital Bank

    Dallas, TX
    2 days ago
  • $33.01 - $40.35 per hour

     ...Small Business Connect Relationship Banker At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes... 
    Temporary work
    Work experience placement
    Shift work
    3 days per week

    US Bank

    Irving, TX
    5 days ago
  •  ...leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business... 
    Full time
    Part time
    Work at office
    Night shift
    Weekend work

    Truist

    Garland, TX
    3 days ago
  •  ...Relationship Banker II Our Bankers understand the complexities of people's lives and offer simple solutions. That's the basics of Relationships. Fairness. Simplicity. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings... 
    Flexible hours

    NBH Bank

    Dallas, TX
    4 days ago
  •  ...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... 
    Work at office

    Bank of America

    Grand Prairie, TX
    3 days ago
  •  ...consultative conversations and referrals, while supporting teller duties when needed. Responsibilities include expanding client relationships, meeting service and sales goals, and coordinating with specialists to address complex financial goals. The role requires strong... 

    Truist

    Dallas, TX
    1 day ago
  • Frost Bank is seeking a Personal Banker II in Dallas, TX. You will be the first point of contact for customers, building trust and relationships while delivering Frost’s banking experience. You’ll drive sales, educate clients on products, and provide transactional services... 

    Frost

    Dallas, TX
    3 days ago
  • Fifth Third Bank in Dallas, TX is seeking a Customer Banker Associate to build strong relationships with customers, process teller transactions, and provide consultative financial guidance. You will work with internal partners to meet needs and ensure accurate, compliant... 

    Fifth Third Bank

    Dallas, TX
    1 day ago
  •  ...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... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Richardson, TX
    1 day ago
  •  ...goals while supporting the bank's risk and compliance standards. The role requires strong communication, flexibility to work weekends or extended hours, and the ability to build relationships across teams to enhance the client experience. #J-18808-Ljbffr Bank of America
    Weekend work

    Bank of America

    Richardson, TX
    1 day ago
  • A leading financial institution in Dallas is seeking a Relationship Banker who prefers to communicate in Spanish. The role involves engaging clients in the lobby, processing transactions, and understanding their financial needs. Ideal candidates are enthusiastic self-starters... 
    Full time

    Bank of America

    Dallas, TX
    4 days ago
  •  ...credit foundation to build or continue a career in Not-for-Profit banking. You may bring established NFP banking experience and relationships, or come from a commercial portfolio management, underwriting, credit, or relationship banking background with the financial acumen... 

    FiStaff

    Dallas, TX
    3 days ago
  • Regions Bank in Rockwall, Texas, is seeking a Relationship Banker I to deliver an exceptional customer experience on the cash line and over the phone, helping customers achieve financial wellness. The role welcomes candidates with teller, limited banking, or retail sales... 

    Regions Bank

    Dallas, TX
    3 days ago
  •  ...customer expansion opportunities and refers customers to proper bank personnel Requires work on physical bank premises Builds a relationship with customers, acting in a consultative role and establishing a follow-up plan to ensure the continuing relationship and... 

    American National Bank of Texas

    Dallas, TX
    3 days ago
  •  ...person and on the phone. You will open deposits, offer loans, and refer complex requests to specialists, all on-site. You will build relationships, ensure accurate cash handling, and follow up to enhance retention. Strong communication and MS Office skills are essential,... 

    American National bank of Texas

    Dallas, TX
    4 days ago
  •  ...Closes: 2028-12-31PlainsCapital Bank is seeking results-driven Relationship Managers to join our team. This role is responsible for...  ...companyPlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown... 
    Local area

    Hilltop Holdings

    Dallas, TX
    1 day ago
  • $148.75k - $234.38k

     ...communities and the ones that work with us. Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number... 
    Full time
    Bank staff
    Shift work

    Commerce Bank

    Dallas, TX
    1 day ago
  •  ...Third Bank Wynnewood Center in Dallas, TX is seeking a Personal Banker Associate I to begin with a 4–8 week onboarding program,...  ...customers' financial needs, cross-sell products, and support relationship-building while processing teller transactions and collaborating... 

    Fifth Third

    Dallas, TX
    5 days ago
  • ## Float Personal Banker I - DallasApply: Dallas, TX: Full time: Posted Today: End Date: November 19, 2026 (29 days left to apply):...  ...on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to... 
    Full time
    Work experience placement
    Work at office

    Fifth Third

    Dallas, TX
    1 day ago
  •  ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Garland, TX
    1 day ago

Do you want to receive more vacancies?

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