Relationship Banker I Floater

Relationship Banker I Floater Responsible for delivering customer service, sales, and relationship management as the single point of contact for customers, ensuring compliance with bank policies and regulations. Essential Duties Maintains basic knowledge of all First United Bank products, services, procedures, policies and regulatory issues (including the Bank Secrecy Act, Privacy, Fair Lending, Regulation E, deposit, transaction and loan accounts). Follows proper procedures accurately for all customer‑servicing activities. Retains existing customers and develops new customer relationships. Serves as customers’ single point of contact for 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. Participates in all meetings, bank functions and customer‑appreciation/community events as requested. Consistently meets customer service expectations by offering excellent service, greeting customers, smiling, using their name and building rapport to generate loyalty. Identifies and matches customer product needs by interviewing customers and discussing their financial needs, including referrals to other staff members. Opens new accounts, certificates of deposit and all other ancillary products; answers customer questions, provides account opening information and ensures proper paperwork is completed. Assists customers with routine questions and requests such as 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 and accurately according to established policies, including accepting checks for cash and deposit, money orders, savings bonds, traveler’s checks, cashier’s checks and payments for loans. Maintains appropriate drawer limits, performs cash verifications and vault duties, verifies all transactions and completes cash drawer close procedures. Seeks assistance as needed to resolve discrepancies and resolves customer complaints and issues promptly. Reviews and resolves account issues, including insufficient and exception reports, and assists customers with account charge‑off repayment plans. Performs security functions by opening and closing the bank and vault and ensuring overall safety of bank grounds. Masters the primary purpose and essential duties of the Relationship Banker I position. Qualifications High school diploma strongly preferred; some college strongly preferred. Minimum of 1 year of banking experience as a teller, lending assistant or new accounts; cash handling experience preferred. Superior customer service skills with a positive, supportive attitude. Basic mathematics to solve problems. Exact or highly accurate daily work performance. Strong communication skills: effective reading, writing and verbal communication. Ability to manage time effectively and work independently. Good judgment and decision‑making skills. Critical thinking required for problem‑solving. Multi‑tasking capability and ability to maintain a professional appearance. Ethical conduct in and out of the workplace. Active listening and relationship‑building abilities. Benefits 401(k) matching contributions YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options Educational assistance and reimbursements About First United We are dedicated to building a culture of care in the communities we serve, fostering lifelong, multigenerational relationships and empowering individuals to reach their full potential. Location Marble Falls 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. If any applicant is unable to complete an application or respond to a job opening because of a disability, please email View email address on click.appcast.io for assistance. #J-18808-Ljbffr First United Bank