Relationship Banker I Floater
First United Bank and Trust, Sanger, TX, United States
Position
Relationship Banker I Floater Job Description
The Relationship Banker will serve as the single point of contact for customers, connecting with them to understand their needs and match them with First United Bank products and services. The role demands strong customer service, precision, and adherence to policies and regulatory standards. Key Responsibilities
Maintain a basic knowledge of all First United Bank products, services, procedures, policies, and regulatory issues related to daily job functions. 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. Consistently meet and often exceed performance goals; actively participate in all sales campaigns, promoting new products and educating customers and peers within the bank. Participate in all meetings, bank functions, and customer appreciation/community events as requested or assigned by the supervisor. Consistently meet customer service expectations by offering excellent service, greeting customers, smiling, using their names, and building rapport designed to generate loyalty. Identify and match customer product needs by interviewing customers and discussing their financial needs; make referrals to other staff to ensure needs are met. Open new accounts, certificates of deposit, and other ancillary products; answer customer questions, provide account opening information, and ensure proper paperwork is completed. Assist customers with routine questions and requests, such as balance inquiries, statements, check copies, stops, holds, online banking, ACH, fund transfers, wire processing, coin processing, notary services, and privacy. Process a variety of transactions quickly with minimal or no errors according to established policies and procedures. Maintain appropriate drawer limits, perform cash verifications, and perform vault duties. Verify all transactions, place holds as appropriate, and close the cash drawer upon shift completion to ensure compliance with standards. Proactively resolve customer complaints, problems, or issues. Review and resolve account issues listed in insufficient and exception reports on a daily basis. Perform security functions by opening and closing the bank and vault, and ensuring overall safety and security of the bank grounds. Master the primary purpose and essential duties of the Relationship Banker I position. Ideal Candidate Traits
Approach serving every customer like they are a family member. Intuitively aware of the overall picture and able to discern top priorities. Forge positive and trusting relationships with everyone. Highly responsible and dependable; always follow through on promises. Effortlessly handle challenging situations. Relentless about constant improvement; possess a learning mindset. Enjoy providing personalized service that creates customer loyalty. Committed to a positive attitude and ready to meet deadlines and details. Qualifications
High school diploma strongly preferred; some college strongly preferred. Minimum of 1 year of banking experience as a teller, lending assistant, or new accounts is required. Cash handling experience preferred. Superior customer service skills required. Basic mathematics to solve problems. High level of accuracy with daily work. Excellent reading, writing, and verbal communication skills. Ability to manage time effectively and work independently. Judgement and decision‑making skills. Critical thinking – logic and reasoning to identify solutions. Multi‑tasking ability. Professional attitude and appearance. Ethical behavior in and out of work. Active listening skills, attentive to customer needs and asking appropriate questions. Benefits
An award‑winning culture rooted in faith, financial well‑being, personal development, and wellness. An opportunity to make a difference in the lives of others and our communities. Opportunities for personal and professional growth. Exceptional benefits, including 401(k) matching contributions. The YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options. Educational assistance and reimbursements. Locations
Gainesville Sanger Whitesboro For assistance with the application, please email HR@firstunitedbank.com. 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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Relationship Banker I Floater Job Description
The Relationship Banker will serve as the single point of contact for customers, connecting with them to understand their needs and match them with First United Bank products and services. The role demands strong customer service, precision, and adherence to policies and regulatory standards. Key Responsibilities
Maintain a basic knowledge of all First United Bank products, services, procedures, policies, and regulatory issues related to daily job functions. 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. Consistently meet and often exceed performance goals; actively participate in all sales campaigns, promoting new products and educating customers and peers within the bank. Participate in all meetings, bank functions, and customer appreciation/community events as requested or assigned by the supervisor. Consistently meet customer service expectations by offering excellent service, greeting customers, smiling, using their names, and building rapport designed to generate loyalty. Identify and match customer product needs by interviewing customers and discussing their financial needs; make referrals to other staff to ensure needs are met. Open new accounts, certificates of deposit, and other ancillary products; answer customer questions, provide account opening information, and ensure proper paperwork is completed. Assist customers with routine questions and requests, such as balance inquiries, statements, check copies, stops, holds, online banking, ACH, fund transfers, wire processing, coin processing, notary services, and privacy. Process a variety of transactions quickly with minimal or no errors according to established policies and procedures. Maintain appropriate drawer limits, perform cash verifications, and perform vault duties. Verify all transactions, place holds as appropriate, and close the cash drawer upon shift completion to ensure compliance with standards. Proactively resolve customer complaints, problems, or issues. Review and resolve account issues listed in insufficient and exception reports on a daily basis. Perform security functions by opening and closing the bank and vault, and ensuring overall safety and security of the bank grounds. Master the primary purpose and essential duties of the Relationship Banker I position. Ideal Candidate Traits
Approach serving every customer like they are a family member. Intuitively aware of the overall picture and able to discern top priorities. Forge positive and trusting relationships with everyone. Highly responsible and dependable; always follow through on promises. Effortlessly handle challenging situations. Relentless about constant improvement; possess a learning mindset. Enjoy providing personalized service that creates customer loyalty. Committed to a positive attitude and ready to meet deadlines and details. Qualifications
High school diploma strongly preferred; some college strongly preferred. Minimum of 1 year of banking experience as a teller, lending assistant, or new accounts is required. Cash handling experience preferred. Superior customer service skills required. Basic mathematics to solve problems. High level of accuracy with daily work. Excellent reading, writing, and verbal communication skills. Ability to manage time effectively and work independently. Judgement and decision‑making skills. Critical thinking – logic and reasoning to identify solutions. Multi‑tasking ability. Professional attitude and appearance. Ethical behavior in and out of work. Active listening skills, attentive to customer needs and asking appropriate questions. Benefits
An award‑winning culture rooted in faith, financial well‑being, personal development, and wellness. An opportunity to make a difference in the lives of others and our communities. Opportunities for personal and professional growth. Exceptional benefits, including 401(k) matching contributions. The YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options. Educational assistance and reimbursements. Locations
Gainesville Sanger Whitesboro For assistance with the application, please email HR@firstunitedbank.com. 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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