Relationship Banker I
First United Bank and Trust
Company Culture We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. Job Title Relationship Banker I Location Gainesville Contact for Disability Accommodation 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. Responsibilities Serve as the single point of contact for customers, understanding their needs and matching them with First United Bank products and services. Mentor employees to develop customer relationships and deliver excellent service. Maintain a basic knowledge of all First United Bank products, services, procedures, policies and regulatory issues, including the Bank Secrecy Act, Privacy, Fair Lending, Regulation E, and deposit, transaction and loan accounts. Follow proper procedures accurately and efficiently for all customer‑servicing activities. Retain existing customers and develop new customer relationships. Consistently meet and often exceed performance and sales goals, promoting new products and educating customers and peers. Participate in meetings, bank functions and community events as requested. Deliver excellent customer service by greeting customers, using names, building rapport and fostering loyalty. Identify and match customer product needs, interview customers, and make referrals to ensure needs are met. Open new accounts, certificates of deposit, and ancillary products; manage all required paperwork and system entry. Assist customers with routine inquiries and requests (balance inquiries, statements, check copies, stop payments, holds, online banking, ACH, automatic transfers, direct deposit, wire processing, coin processing, notary services, privacy). Process a variety of transactions quickly with minimal errors, including checks, money orders, bonds, traveller’s checks, cashier’s checks, and loan payments. Maintain appropriate drawer limits, perform cash verifications and vault duties, and verify all transactions with holds as needed. Resolve customer complaints and problems proactively. Review and resolve account issues from insufficient and exception reports, and assist with charge‑off repayment plans. Perform security functions: opening/closing the bank and vault, ensuring safety and security of bank grounds. Master the Primary Purpose and Essential Duties of the Relationship Banker I position. Qualifications 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 for problem solving. Exceptional accuracy and attention to detail. Excellent reading, writing, and verbal communication with customers and colleagues. Effective time management and ability to work independently. Good judgment and decision‑making ability. Critical thinking: logic and reasoning to identify solutions. Multi‑tasking capability. Professional attitude, appearance, and ethical conduct. Active listening to assist customers. Approach serving every customer like a family member. Intuitively aware of the overall picture and able to discern top priorities. Forge positive, trusting relationships with everyone. Highly responsible, dependable, and follow through on promises. Effortlessly handle challenging situations. Relentless about constant improvement and a learning mindset. Revere the opportunity to provide personalized service that builds loyalty. Maintain a positive attitude and meet deadlines without missing details. Benefits An award‑winning culture that values faith, financial well‑being, personal development and wellness; recognized as a Best Places to Work in Oklahoma. An opportunity to make a difference in the lives of others and invest time and hearts in the community. Opportunities for personal and professional growth. Exceptional benefits, including 401(k) matching contributions. The YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options. Educational assistance and reimbursements. 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
- ...Relationship Banker I 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...SuggestedTemporary workShift work
- ...a part of First United. The Position Job TitleRelationship Banker I Job Description Do you approach serving every customer like... ...top priorities? Do you seem to forge positive and trusting relationships with everyone? Are you highly responsible and dependable?...SuggestedTemporary workShift work
- ...miscellaneous customer service functions Assisting supervisor with cross-training other staff members (II, III) Build customer relationships through needs-based conversations that drive appropriate sales and customer loyalty. Ensure all activities align with compliance...SuggestedWork at office
- ...needed, along with three to four weeks of vacation and sick time. Our office culture is fun, energetic, and built on long-term relationships — many of our team members have been with us for years. We believe in working hard and playing hard. It’s a big operation with...SuggestedWork at officeFlexible hours
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