Relationship Banker I

Job Title Relationship Banker I Company Overview First United Bank is dedicated to building a culture of care in the communities we serve and we are committed to building lifelong, multigenerational relationships. We use 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. Relationship Banker Responsibilities The Relationship Banker will serve as the single point of contact for customers and will be responsible for connecting with customers to understand their needs and match them with First United Bank products and services, while also mentoring employees to do the same. Maintains a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues related 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 develops 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 participates in all sales campaigns; promotes new products and services and educates customers and peers within the bank. Participates in all meetings, bank functions, and customer appreciation/community events as requested or assigned by supervisor. Consistently meets 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 matches 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. Assists 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. Processes 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, performs cash verifications 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 resolves customer complaints, problems, or other issues. Reviews and resolves account issues listed in insufficient and exception reports on a 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. Qualifications 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. Benefits An award‑winning culture where faith, financial well‑being, personal development, and wellness are our foundation. Consistently named a Best Places to Work in Oklahoma recipient by OKC BIZ. Opportunities 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. Exceptional benefits that include 401(k) matching contributions, a YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options. Educational assistance and reimbursements. All Locations: Dallas‑Uptown. If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at View email address on click.appcast.io for assistance. Equal Opportunity Employer First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law. #J-18808-Ljbffr