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

Relationship Banker I - Floater

First United Bank

Relationship Banker I - FloaterDo 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.Minimum of 1 year of banking experience as a Teller, Lending Assistant or New Accounts is required.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.All Locations: Garden RidgeIf 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 apply.j-vers.com for assistance. 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.

Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Relationship Banker I - Floater in San Antonio, TX vacancy
  •  ...Relationship Banker San Antonio, Texas;San Antonio, Texas; San Antonio, Texas; San Antonio, Texas; San Antonio, Texas; San Antonio, Texas; San Antonio, Texas; San Antonio, Texas; Boerne, Texas; San Antonio, Texas; San Antonio, Texas; San Antonio, Texas To proceed... 
    Suggested
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    San Antonio, TX
    2 days ago
  •  ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Banker Business Specialist within PNC's Lincoln Height Branch, you will be based in San Antonio, TX. ** Bilingual Spanish -... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

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

    Bank of America

    San Antonio, 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
    Part time
    Work at office
    Night shift
    Weekend work

    SunTrust Investment Services, Inc.

    San Antonio, TX
    5 days ago
  •  ...Relationship Banker I/II/III - Main Financial Center Position: Relationship Banker I/II/III - Main Financial Center | Division: Retail FC | Work Days: Monday - Friday, & rotating Saturdays | Hours of Operation: Monday - Friday 7:15am - 6:15pm, Saturdays 8:45am - 1:1... 
    Suggested
    Work experience placement
    Monday to Friday

    Broadway Bank

    San Antonio, TX
    1 day ago
  • PlainsCapital Bank is seeking results-driven Relationship Managers to join our team. This role is responsible for originating, structuring...  .... PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown... 
    Local area

    Hilltop Holdings

    San Antonio, TX
    11 hours ago
  •  ...customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and existing account holders, to offer bank products and services * Follow established policies in accordance with the... 
    Work experience placement
    Work at office
    Flexible hours
    Afternoon shift

    First National Bank Texas

    San Antonio, TX
    2 days ago
  •  ...Personal Banker II We have an exciting opportunity for a Personal Banker II at the Stone Oak Banking Center. Whether you are continuing...  ...career or ready to take the next step in customer service and relationship banking, this role offers the chance to build meaningful... 
    Monday to Friday

    Rio Bank

    San Antonio, TX
    4 days ago
  •  ...in the U.S. Join us! About this role: 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,... 
    Work experience placement
    Flexible hours

    Wells Fargo

    San Antonio, TX
    4 days ago
  •  ...Exempt Full-Time/Part-Time Full-Time Location Lockhill Crossing Number of Openings 1 Position Private Banker Position Requirements Salary Range Min: $42,806, Mid: $53,498, Max: $80,772 Shift Various Shifts This position... 
    Full time
    Part time
    Work at office
    Remote work
    Shift work
    Weekend work
    Afternoon shift

    H-E-B Federal Credit Union

    San Antonio, TX
    5 days ago
  •  ...environment. * Follow the established policies in accordance with the bank and the supervisor s direction * Evaluate customer relationships, new and existing account holders, to offer bank products and services * Accountable for the personal achievement of monthly... 
    Work at office
    Flexible hours
    Afternoon shift

    First National Bank Texas

    San Antonio, TX
    3 days ago
  •  ...Frost Personal Banker I It's about interactions more than transactions. Do you love serving others and being a helpful hand regardless...  ...personal bankers believe in trust, integrity, and building relationships with our customers, who span generations. They're empathetic problem... 

    Frost Bank

    San Antonio, TX
    3 days ago
  •  ...preserve, and protect their wealth is what you'll do as a Private Banker. We believe that no financial challenge is too big and no...  ...and businesses. Handles the largest, most profitable customer relationships within the department. Team Culture We understand... 
    Local area

    BOK Financial

    San Antonio, TX
    3 days ago
  •  ...Private Banker 4 Private Banker 4's coordinates the integrated delivery of wealth products and services to high net worth clients...  ...and grows a portfolio of important revenue generating client relationships Delivers object and sound personal financial planning and advisory... 
    Local area

    Hancock Whitney

    San Antonio, TX
    4 days 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

    San Antonio, TX
    3 days ago
  •  ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to...  ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client... 
    Temporary work
    Work experience placement
    Local area

    Chase

    San Antonio, TX
    4 days ago
  •  ...Personal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all... 
    Full time
    Temporary work
    Part time
    Work at office

    PNC

    San Antonio, TX
    2 days ago
  •  ...Private Banking Position Private Bankers develop and manage a portfolio of private banking clients including business owners and...  ...that reflects a solid track record of building and administering relationships in this environment. Candidates must demonstrate a strong work... 
    Bank staff

    MidFirst Bank

    San Antonio, TX
    5 days 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 conversations... 
    Work experience placement
    Flexible hours

    Wells Fargo

    San Antonio, TX
    9 hours ago
  • $95.55k - $195.25k

     ...with change management, gather feedback and drive action plans, and assist with legacy system decommissioningCollaborative and relationship-oriented, with the ability to build trust across diverse stakeholders and teams.Clear, confident communicator who can facilitate... 
    Work at office
    Local area
    Visa sponsorship

    Deloitte

    San Antonio, TX
    3 days ago
  •  ...insurance solutions that can help make goals a reality. Wealth Advisors have the responsibility of creating networks and establishing relationships with centers of influence within the high net worth and closely-held business space in order to establish a consistent flow of... 
    Full time
    Local area

    Southwest Business Corporation

    San Antonio, TX
    1 day ago
  • $95k - $105k

    Job Title Financial Associate Functional Title Financial Manager II Contract position State Location Lackland Air Force Base - TX - Lackland AFB, TX US (Primary) Education Bachelor's Level Degree Job Type Full-time Job Description JOB...
    Full time
    Contract work
    Work at office

    Quantech Services

    San Antonio, TX
    3 days ago
  • Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    San Antonio, TX
    2 days ago
  • $61k - $119k

     ...plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    San Antonio, TX
    5 days ago
  • Join Northwestern Mutual as a College Financial Representative in San Antonio, Texas. This internship allows you to build a financial planning practice and learn critical skills. Engage with experts, gain exposure to financial products, and enjoy a flexible schedule. Key...
    Full time
    Internship
    Flexible hours

    Northwestern Mutual

    San Antonio, TX
    3 days ago
  • Frost seeks a Wealth Advisors Operations Specialist II in San Antonio, TX to serve as the first point of contact for Wealth Advisors' clients and ensure accurate trust account administration. You will handle routine trust activities, coordinate with teams, and produce ...

    Frost

    San Antonio, TX
    5 days ago
  •  ...compensation + deferred compensation. Our growing client is hiring a Wealth Advisor to own and grow an established book of client relationships. We're an independent, fiduciary‑first Registered Investment Advisor built on one‑on‑one, face‑to‑face retirement planning for... 

    The Well

    San Antonio, TX
    1 day ago
  • Join to apply for the Financial Advisor role at First Command Financial Services, Inc. First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face‑to...
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    For contractors
    Traineeship
    Internship
    Work at office
    Local area
    Home office

    First Command Financial Services

    San Antonio, TX
    4 days ago
  •  ...Integrity: Passing a background check is essential, and your reputation for reliability and honesty will build lasting client relationships. Desire to Stay Active: Your eagerness to continue contributing to society, coupled with your wealth of experience, makes... 
    Extra income
    Part time
    Remote work
    Work from home
    Flexible hours

    Melius Consulting

    San Antonio, TX
    1 day ago
  • Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and...

    TradeJobsWorkforce

    San Antonio, TX
    4 days ago

Do you want to receive more vacancies?

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