First United Bank and Trust
Part Time - Relationship Banker I
First United Bank and Trust, Moore, Oklahoma, United States
Overview
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. First United has been voted as one of the top places to work in Oklahoma since 2009. Browse this page to learn about the First United culture and the benefits of working here, and use the Get Started section to take your first step to being part of First United. The Position
Job Title: Part Time - Relationship Banker I Job Description: The Relationship Banker will serve as the single point of contact for customers. This role is responsible for connecting with customers to understand how best to match their needs with First United Bank products and services, and for mentoring employees to do the same. The ideal candidate will have a positive attitude, the ability to establish strong personal connections, and a commitment to precision and adherence to policies and regulatory standards related to the role. We Offer
An award-winning culture where faith, financial well-being, personal development, and wellness are the foundation. Recognized as a Best Places to Work in Oklahoma by OKC BIZ. Opportunity to make a difference in the lives of others by engaging with our communities and dedicating time and effort to meaningful initiatives. Opportunities for personal and professional growth to help you spend life wisely, not just find a job or career. Excellent benefits including 401(k) matching contributions to support your path to success. YouFirst Wellness Program with wellness incentives and fitness membership reimbursement to support daily well-being. Educational assistance and reimbursements. Our purpose is to inspire and empower others to Spend Life Wisely. Do you Get to Spend Life Wisely in your career? Apply Now to join this exciting career path. Essential Duties / Responsibilities
The Relationship Banker will be responsible for customer service duties, sales, and relationship management while aiming to meet or exceed established goals. They will master First United Bank's delivery process and product knowledge to develop customer relationships by performing the essential duties listed below. Essential Duties: Maintain a basic knowledge of all First United Bank products, services, procedures, policies, and regulatory issues relevant to daily job functions (including 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. Serve as customers\' single point of contact on all First United Bank products and services. Meet and often exceed performance goals; participate in sales campaigns; promote new products and services; educate customers and peers. Participate in meetings, bank functions, and customer appreciation/community events as requested or assigned. Consistently meet customer service expectations by offering excellent service, greeting customers, using their name, and building rapport to generate loyalty. Identify and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs, including referrals to other staff or departments to ensure needs are met. Open new accounts, certificates of deposit, and other products; provide information and ensure proper paperwork is completed in the system. Assist customers with routine questions and requests: balances, statements, stop payments, online banking, ACH, transfers, direct deposit, wire processing, notary services, and privacy. Process transactions quickly and accurately according to bank policies (cash deposits, money orders, savings bonds, traveler\'s checks, cashier\'s checks, loan payments, and other services). Maintain appropriate drawer limits, perform cash verifications and vault duties. Verify all transactions, place holds as needed, and reconcile cash drawer at shift end, seeking assistance to resolve discrepancies. Proactively resolve customer complaints and issues. Review and resolve account issues listed in reports on a daily basis; assist with account charge-off repayment plans as needed. Perform security functions by opening/closing the bank and vault and maintaining overall safety of bank grounds. Master the Primary Purpose and Essential Duties of the Relationship Banker I position. Employee Specifications / Qualifications
High School Diploma strongly preferred; some college is strongly preferred. One year of retail experience preferred. Cash handling experience preferred. Superior customer service skills required. Basic mathematics to solve problems. Must be exact and highly accurate with daily work. Ability to read, write, and verbally communicate effectively with customers and co-workers. Ability to manage time effectively and work independently without close supervision. Good judgment and decision-making skills. Critical thinking and problem-solving abilities. Ability to multi-task and maintain a professional attitude and appearance. Ethical behavior at work and in interactions outside the workplace. Active listening skills to understand and assist customers effectively. The above essential duties do not cover all work requirements. Individuals will perform other job-related duties as assigned, including work in other areas to balance workload. Locations
All Locations: Moore Information
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email HR@firstunitedbank.com for assistance. First United is an Equal Opportunity Employer. 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.
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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. First United has been voted as one of the top places to work in Oklahoma since 2009. Browse this page to learn about the First United culture and the benefits of working here, and use the Get Started section to take your first step to being part of First United. The Position
Job Title: Part Time - Relationship Banker I Job Description: The Relationship Banker will serve as the single point of contact for customers. This role is responsible for connecting with customers to understand how best to match their needs with First United Bank products and services, and for mentoring employees to do the same. The ideal candidate will have a positive attitude, the ability to establish strong personal connections, and a commitment to precision and adherence to policies and regulatory standards related to the role. We Offer
An award-winning culture where faith, financial well-being, personal development, and wellness are the foundation. Recognized as a Best Places to Work in Oklahoma by OKC BIZ. Opportunity to make a difference in the lives of others by engaging with our communities and dedicating time and effort to meaningful initiatives. Opportunities for personal and professional growth to help you spend life wisely, not just find a job or career. Excellent benefits including 401(k) matching contributions to support your path to success. YouFirst Wellness Program with wellness incentives and fitness membership reimbursement to support daily well-being. Educational assistance and reimbursements. Our purpose is to inspire and empower others to Spend Life Wisely. Do you Get to Spend Life Wisely in your career? Apply Now to join this exciting career path. Essential Duties / Responsibilities
The Relationship Banker will be responsible for customer service duties, sales, and relationship management while aiming to meet or exceed established goals. They will master First United Bank's delivery process and product knowledge to develop customer relationships by performing the essential duties listed below. Essential Duties: Maintain a basic knowledge of all First United Bank products, services, procedures, policies, and regulatory issues relevant to daily job functions (including 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. Serve as customers\' single point of contact on all First United Bank products and services. Meet and often exceed performance goals; participate in sales campaigns; promote new products and services; educate customers and peers. Participate in meetings, bank functions, and customer appreciation/community events as requested or assigned. Consistently meet customer service expectations by offering excellent service, greeting customers, using their name, and building rapport to generate loyalty. Identify and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs, including referrals to other staff or departments to ensure needs are met. Open new accounts, certificates of deposit, and other products; provide information and ensure proper paperwork is completed in the system. Assist customers with routine questions and requests: balances, statements, stop payments, online banking, ACH, transfers, direct deposit, wire processing, notary services, and privacy. Process transactions quickly and accurately according to bank policies (cash deposits, money orders, savings bonds, traveler\'s checks, cashier\'s checks, loan payments, and other services). Maintain appropriate drawer limits, perform cash verifications and vault duties. Verify all transactions, place holds as needed, and reconcile cash drawer at shift end, seeking assistance to resolve discrepancies. Proactively resolve customer complaints and issues. Review and resolve account issues listed in reports on a daily basis; assist with account charge-off repayment plans as needed. Perform security functions by opening/closing the bank and vault and maintaining overall safety of bank grounds. Master the Primary Purpose and Essential Duties of the Relationship Banker I position. Employee Specifications / Qualifications
High School Diploma strongly preferred; some college is strongly preferred. One year of retail experience preferred. Cash handling experience preferred. Superior customer service skills required. Basic mathematics to solve problems. Must be exact and highly accurate with daily work. Ability to read, write, and verbally communicate effectively with customers and co-workers. Ability to manage time effectively and work independently without close supervision. Good judgment and decision-making skills. Critical thinking and problem-solving abilities. Ability to multi-task and maintain a professional attitude and appearance. Ethical behavior at work and in interactions outside the workplace. Active listening skills to understand and assist customers effectively. The above essential duties do not cover all work requirements. Individuals will perform other job-related duties as assigned, including work in other areas to balance workload. Locations
All Locations: Moore Information
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email HR@firstunitedbank.com for assistance. First United is an Equal Opportunity Employer. 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.
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