Relationship Banker I
First United Bank and Trust, Spring Branch, Texas, United States, 78070
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.
We Offer
An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation. We have consistently been named a Best Places to Work in Oklahoma recipient by OKC BIZ
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
Exceptional benefits that include 401(k) matching contributions because we must have a vision for what our path to success looks like and a plan to sustain us along the way
The YouFirst 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
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.
Desired Attributes
Approaches serving every customer like they are a family member
Intuitively aware of the overall picture and able to discern top priorities
Forges positive and trusting relationships with everyone
Highly responsible and dependable, always follows through on promises
Effortlessly handles challenging situations
Relentless about constant improvement, with a learning mindset
Provides personalized service that creates customer loyalty
Addicted to a positive attitude
Commits to meeting deadlines and never misses the little details
Responsibilities
Maintain 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, Privacy, Fair Lending, Regulation E, deposit, transaction and loan accounts.
Follow proper procedures accurately and efficiently for all customer‑servicing activities performed.
Retain existing customers and develop new customer relationships.
Serve as customers' single point of contact on all First United Bank products and services.
Consistently meet and often exceed performance goals and actively participate in all sales campaigns; promote new products and services and educate customers and peers within the bank.
Participate in all meetings, bank 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.
Identify 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.
Open new accounts, certificates of deposit, and all other ancillary products offered by the bank; answer customer questions, provide account opening information, and ensure 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.
Process 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; money orders, savings bonds, traveler's checks, cashier's checks, accepting and processing payments for loans and other services.
Maintain appropriate drawer limits, perform cash verifications and vault duties.
Verify all transactions, place holds as appropriate and prove cash drawer upon completion of assigned shift to ensure compliance with First United Bank standards policies; seek assistance as needed to resolve proof discrepancies.
Proactively resolve customer complaints, problems, or other issues.
Review and resolve account issues listed in insufficient and exception reports on a daily basis: assist customers with account charge‑off repayment plans.
Perform security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds.
Master 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 is preferred.
Cash handling experience is preferred.
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 – 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.
Superior customer service skills required.
The above essential duties do not cover an all-inclusive list of work requirements. Individuals will perform other job‑related duties as assigned, including work in other areas to cover absences or otherwise balance the workload.
All Locations: Bulverde
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.
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.
Helping all candidates find great careers is our goal. The information you provide here is secure and confidential.
We are now directing you to the original job posting. Please apply directly for this job at the employer’s website.
#J-18808-Ljbffr
We Offer
An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation. We have consistently been named a Best Places to Work in Oklahoma recipient by OKC BIZ
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
Exceptional benefits that include 401(k) matching contributions because we must have a vision for what our path to success looks like and a plan to sustain us along the way
The YouFirst 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
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.
Desired Attributes
Approaches serving every customer like they are a family member
Intuitively aware of the overall picture and able to discern top priorities
Forges positive and trusting relationships with everyone
Highly responsible and dependable, always follows through on promises
Effortlessly handles challenging situations
Relentless about constant improvement, with a learning mindset
Provides personalized service that creates customer loyalty
Addicted to a positive attitude
Commits to meeting deadlines and never misses the little details
Responsibilities
Maintain 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, Privacy, Fair Lending, Regulation E, deposit, transaction and loan accounts.
Follow proper procedures accurately and efficiently for all customer‑servicing activities performed.
Retain existing customers and develop new customer relationships.
Serve as customers' single point of contact on all First United Bank products and services.
Consistently meet and often exceed performance goals and actively participate in all sales campaigns; promote new products and services and educate customers and peers within the bank.
Participate in all meetings, bank 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.
Identify 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.
Open new accounts, certificates of deposit, and all other ancillary products offered by the bank; answer customer questions, provide account opening information, and ensure 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.
Process 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; money orders, savings bonds, traveler's checks, cashier's checks, accepting and processing payments for loans and other services.
Maintain appropriate drawer limits, perform cash verifications and vault duties.
Verify all transactions, place holds as appropriate and prove cash drawer upon completion of assigned shift to ensure compliance with First United Bank standards policies; seek assistance as needed to resolve proof discrepancies.
Proactively resolve customer complaints, problems, or other issues.
Review and resolve account issues listed in insufficient and exception reports on a daily basis: assist customers with account charge‑off repayment plans.
Perform security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds.
Master 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 is preferred.
Cash handling experience is preferred.
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 – 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.
Superior customer service skills required.
The above essential duties do not cover an all-inclusive list of work requirements. Individuals will perform other job‑related duties as assigned, including work in other areas to cover absences or otherwise balance the workload.
All Locations: Bulverde
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.
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.
Helping all candidates find great careers is our goal. The information you provide here is secure and confidential.
We are now directing you to the original job posting. Please apply directly for this job at the employer’s website.
#J-18808-Ljbffr