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Relationship Banker I Floater

First United Bank, Spring Branch, Texas, United States, 78070

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Overview

At First United Bank we are dedicated to building a culture of care in the communities we serve. Our goal is to educate, empower, and inspire each person to reach their highest purpose. Top candidates must be passionate about this mission and establish significant and trusting relationships with customers. Key Responsibilities

Serves as the single point of contact for customers, understanding their needs and matching them with First United Bank products and services. Maintains comprehensive product knowledge and adheres to regulatory standards such as BSA, Fair Lending, and Regulation E. Consistently meets or exceeds performance goals, actively participates in sales campaigns, and promotes new products. Processes a variety of customer transactions quickly with minimal errors, including deposits, loan payments, and account opening. Proactively resolves customer complaints and reviews account issues daily. Participates in bank functions, community events, and maintains overall safety and security of bank grounds. Essential Duties

Maintains a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions. Follows proper procedures accurately and efficiently for all customer-servicing activities performed. Retains existing customers and develops 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 participates in all sales campaigns. Participates in all meetings, bank functions, and customer appreciation/community events as requested or assigned by supervisor. Consistently meets customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport designed to generate customer loyalty. Identifies and matches customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs. 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. Assists 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. Maintains appropriate drawer limits, performs 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. Proactively resolves customer complaints, problems, or other issues. Reviews and resolves account issues listed in insufficient and exception reports on daily basis. 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. 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 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. Benefits #J-18808-Ljbffr