Relationship Banker I
First United Bank and Trust, Shawnee, OK, United States
Job Title
Relationship Banker I
Job Description
The Relationship Banker will serve as the single point of contact for customers, understanding their financial needs and matching them with First United Bank products and services. The role also involves mentoring other employees to do the same, maintaining accurate records, and ensuring compliance with all banking policies and regulatory standards.
Essential Duties
Maintain a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues (e.g., Bank Secrecy Act, Privacy, Fair Lending, Regulation E, 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.
Consistently meet or 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, greeting customers, smiling, using their name and building rapport with customers to generate loyalty.
Identify and match customer product needs by interviewing customers, discussing financial needs, and making referrals to other staff members and departments.
Open new accounts, certificates of deposit, and all other ancillary products offered by the bank; ensure proper paperwork is completed and entered on the 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 policies and procedures (e.g., accepting checks for cash and deposit; money orders, savings bonds, traveler's checks, cashier's checks; payment processing 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; 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, assisting 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 (preferred). Some college is strongly preferred.
One year of retail experience is preferred.
Cash handling experience is 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 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 – 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
An award‑winning culture where faith, financial well‑being, personal development, and wellness are our foundation.
An opportunity to make a difference in the lives of others, embracing our communities and investing time and heart to make a difference.
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.
Location
Shawnee
Contact
HR@firstunitedbank.com for assistance.
EEO Statement
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
Job Description
The Relationship Banker will serve as the single point of contact for customers, understanding their financial needs and matching them with First United Bank products and services. The role also involves mentoring other employees to do the same, maintaining accurate records, and ensuring compliance with all banking policies and regulatory standards.
Essential Duties
Maintain a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues (e.g., Bank Secrecy Act, Privacy, Fair Lending, Regulation E, 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.
Consistently meet or 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, greeting customers, smiling, using their name and building rapport with customers to generate loyalty.
Identify and match customer product needs by interviewing customers, discussing financial needs, and making referrals to other staff members and departments.
Open new accounts, certificates of deposit, and all other ancillary products offered by the bank; ensure proper paperwork is completed and entered on the 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 policies and procedures (e.g., accepting checks for cash and deposit; money orders, savings bonds, traveler's checks, cashier's checks; payment processing 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; 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, assisting 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 (preferred). Some college is strongly preferred.
One year of retail experience is preferred.
Cash handling experience is 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 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 – 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
An award‑winning culture where faith, financial well‑being, personal development, and wellness are our foundation.
An opportunity to make a difference in the lives of others, embracing our communities and investing time and heart to make a difference.
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.
Location
Shawnee
Contact
HR@firstunitedbank.com for assistance.
EEO Statement
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.
#J-18808-Ljbffr