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Relationship Banker I Floater

First United Bank, Garden Ridge, Texas, United States

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Do you approach serving every customer like they are your family member? Are you intuitively aware of the overall picture and able to discern top priorities? Do you seem to forge positive and trusting relationships with everyone? Are you highly responsible and dependable? Do you always follow through on your promises, no matter what? Do you effortlessly handle challenging situations? Are you relentless about constant improvement? Do you have a learning mindset? Do you revel at the opportunity to provide personalized service that creates customer loyalty? Are you addicted to a positive attitude? Do you commit to meeting deadlines and never miss the little details?

At First United Bank we are dedicated to building a culture of care in the communities we serve. We are committed to building lifelong, multigenerational relationships and using our collective talents to make our community a better, stronger, and more stable place—one customer, one family, one company at a time. Our goal is to educate, empower, and inspire each person to reach their highest purpose and realize their fullest potential. Top candidates must be passionate about this mission, instilling it in their team and serving others—whether customers, employees, or community members—and must establish significant and trusting relationships with customers, while using creativity to find solutions that meet their needs.

The Relationship Banker will serve as the single point of contact for customers. This individual will be 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 possess a positive attitude and an ability to establish and cultivate strong personal connections. This individual must be committed to precision and adherence to policies and regulatory standards as they relate to the role.

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 Place to Work in Oklahoma by OKC BIZ.

An opportunity to make a difference in the lives of others, embracing our communities and investing our time and hearts to make an impact.

Opportunities for personal and professional growth because we believe in finding our calling, not just a job or career.

Exceptional benefits that include 401(k) matching contributions to help you sustain your path to success.

The YouFirst Wellness Program with wellness incentives, fitness membership reimbursement options, and more.

Educational assistance and reimbursements.

Do you GET to Spend Life Wisely in your career? Apply now to be one of the select few who will have the chance to experience this exciting career path.

Essential Duties

Maintain basic knowledge of all First United Bank products, services, procedures, policies, and regulatory issues related 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 the customer’s single point of contact for 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 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; make referrals to other staff members and departments to ensure customer needs are met.

Open new accounts, certificates of deposit, and all other ancillary products; answer customer questions, provide account opening information, and ensure proper paperwork is completed and entered into 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.

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 and policies; seek assistance as needed to resolve 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 strongly preferred.

Minimum of 1 year of banking experience as a Teller, Lending Assistant, or New Accounts required.

Cash handling experience preferred.

Superior customer service skills required.

Basic mathematics to solve problems.

Requires high accuracy in 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 the work environment.

Active listening: attentively listen to customers, understand their points, and ask appropriate questions.

The above essential duties do not cover an all-inclusive list of work requirements. Individuals will perform other job‑related duties as assigned, including working in other areas to cover absences or otherwise balance the workload.

All Locations

Garden Ridge

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.

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