Relationship Banker I
First United Bank and Trust, Lakeway, TX, United States
Relationship Banker I – First United Bank
Candidate Qualities
Approach serving every customer like a family member.
Intuitively aware of overall picture and able to discern top priorities.
Forge positive and trusting relationships with everyone.
Highly responsible and dependable; follow through on promises.
Effortlessly handle challenging situations.
Relentless about constant improvement and learning mindset.
Revel at opportunity to provide personalized service that creates customer loyalty.
Addicted to positive attitude.
Commit to meeting deadlines and never miss the little details.
Responsibilities
The Relationship Banker will serve as the single point of contact for customers, creating and managing relationships, delivering products and services, mentoring employees, and ensuring compliance.
Essential Duties
Maintain thorough knowledge of all First United Bank products, services, procedures, policies, and regulatory issues.
Master the Primary Purpose and Essential Duties of the Relationship Banker I position.
Follow proper procedures and policies for all customer‑servicing activities.
Lead by example and serve as a role model for Tellers and Relationship Banker I positions.
Retain existing customers and develop new customer relationships.
Serve as customers' single point of contact for consumer and small business products.
Exceed performance goals and participate in sales campaigns.
Continuously exceed customer service expectations by greeting customers, using their names, and building rapport.
Identify and match customer product needs through interviews and discussions.
Open new accounts, certificates, safe deposit boxes, and ancillary products.
Assist customers with routine questions and requests (balances, statements, etc.).
Verify transactions, place holds, and close out cash drawer to ensure compliance.
Process a variety of transactions quickly with minimal errors.
Maintain branch cash supply, perform cash verifications and vault duties.
Proactively resolve customer complaints and issues.
Review and resolve account issues from insufficient and exception reports daily.
Perform security functions: opening/closing bank and vault; ensuring safety.
Participate in meetings, bank functions, and community events.
Master the Primary Purpose and Essential Duties of the Relationship Banker II 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 precision and accuracy in daily work.
Ability to read, write, and verbally communicate with customers and co‑workers.
Ability to manage time effectively and work independently.
Use good judgment and decision‑making skills.
Critical Thinking: logical reasoning for solutions.
Ability to multi‑task.
Maintain professional attitude and appearance.
Behave ethically at work or outside work environment.
Active Listening: actively look for ways to assist customers.
Benefits
An award‑winning culture with faith, financial well‑being, personal development, and wellness.
An opportunity to make a difference in the lives of others and invest time and hearts in community.
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
All Locations: Lakeway
Equal Opportunity Employer 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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Candidate Qualities
Approach serving every customer like a family member.
Intuitively aware of overall picture and able to discern top priorities.
Forge positive and trusting relationships with everyone.
Highly responsible and dependable; follow through on promises.
Effortlessly handle challenging situations.
Relentless about constant improvement and learning mindset.
Revel at opportunity to provide personalized service that creates customer loyalty.
Addicted to positive attitude.
Commit to meeting deadlines and never miss the little details.
Responsibilities
The Relationship Banker will serve as the single point of contact for customers, creating and managing relationships, delivering products and services, mentoring employees, and ensuring compliance.
Essential Duties
Maintain thorough knowledge of all First United Bank products, services, procedures, policies, and regulatory issues.
Master the Primary Purpose and Essential Duties of the Relationship Banker I position.
Follow proper procedures and policies for all customer‑servicing activities.
Lead by example and serve as a role model for Tellers and Relationship Banker I positions.
Retain existing customers and develop new customer relationships.
Serve as customers' single point of contact for consumer and small business products.
Exceed performance goals and participate in sales campaigns.
Continuously exceed customer service expectations by greeting customers, using their names, and building rapport.
Identify and match customer product needs through interviews and discussions.
Open new accounts, certificates, safe deposit boxes, and ancillary products.
Assist customers with routine questions and requests (balances, statements, etc.).
Verify transactions, place holds, and close out cash drawer to ensure compliance.
Process a variety of transactions quickly with minimal errors.
Maintain branch cash supply, perform cash verifications and vault duties.
Proactively resolve customer complaints and issues.
Review and resolve account issues from insufficient and exception reports daily.
Perform security functions: opening/closing bank and vault; ensuring safety.
Participate in meetings, bank functions, and community events.
Master the Primary Purpose and Essential Duties of the Relationship Banker II 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 precision and accuracy in daily work.
Ability to read, write, and verbally communicate with customers and co‑workers.
Ability to manage time effectively and work independently.
Use good judgment and decision‑making skills.
Critical Thinking: logical reasoning for solutions.
Ability to multi‑task.
Maintain professional attitude and appearance.
Behave ethically at work or outside work environment.
Active Listening: actively look for ways to assist customers.
Benefits
An award‑winning culture with faith, financial well‑being, personal development, and wellness.
An opportunity to make a difference in the lives of others and invest time and hearts in community.
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
All Locations: Lakeway
Equal Opportunity Employer 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