Relationship Banker I

Job Title Relationship Banker I Job Description Do 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. We are committed to building lifelong, multigenerational relationships and to using our collective talents to make our community a better, stronger, more stable place. Responsibilities The Relationship Banker will serve as the single point of contact for customers, matching their needs with First United Bank products and services, and mentoring employees to achieve the same. Additional responsibilities include: Maintain basic knowledge of all First United Bank products, services, procedures, policies and regulations. Follow proper procedures accurately for all customer‑servicing activities. Retain existing customers and develop new customer relationships. Act as customers' single point of contact on all products and services. Consistently meet or exceed performance goals and actively participate in sales campaigns. Participate in all meetings, bank functions, and community events as requested. Provide excellent customer service by greeting, smiling, using customers' names, and building rapport. Identify and match customers' product needs through interviews, including referrals to other staff. Open new accounts and ancillary products, ensuring proper paperwork is completed. Assist customers with routine inquiries: balance, statements, checks, transfers, ACH, and notary services. Process a variety of transactions efficiently with minimal errors. Maintain drawer limits, perform cash verifications, and handle vault duties. Verify all transactions, place holds, and close out shifts to ensure compliance. Proactively resolve customer complaints, problems, or other issues. Review and resolve account issues in daily reports, assisting with charge‑off repayment plans. Perform security functions, including opening and closing bank and vault. Master the primary purpose and essential duties of the Relationship Banker I position. Employee Specifications High School Diploma strongly preferred; some college strongly preferred. One year of retail experience preferred. Cash handling experience 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 supervision. Ability to use good judgment and exercise decision‑making skills. Critical thinking, logic, and reasoning to identify solutions. Ability to multi‑task. Maintain a professional attitude and appearance. Behave ethically while at work or outside the work environment. Active listening – actively looking for ways to assist customers, giving full attention, and asking questions as appropriate. Benefits An award‑winning culture focused on faith, financial well‑being, personal development, and wellness. An opportunity to make a difference in the lives of others by embracing and investing in the community. Opportunities for personal and professional growth. Exceptional benefits, including 401(k) matching contributions. The You_First_ Wellness Program with wellness incentives and fitness membership reimbursement options. Educational assistance and reimbursements. Location Sapulpa‑Taft Application Assistance If any applicant is unable to complete an application or respond to a job opening due to a disability, please email 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