Banking: Relationship Banker

The Position Job TitleRelationship Banker I Job Description
Do you approach serving every customer like they are your family member?
Do you revel at the opportunity to provide personalized service that creates customer loyalty?
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. 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.
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
The You First 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 reimbursements
At First United Bank our purpose is to inspire and empower others to Spend Life Wisely.
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.
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; 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; 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.

High School Diploma strongly preferred. Cash handling experience is preferred.

• Superior customer service skills required.
• Ability to effectively read, write, and verbally communicate with customers and co-workers.
• Active Listening - Actively looking for ways to assist customers. Durant-Wal-Mart 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.