Relationship Banker I

About the Role

At First United Bank we are dedicated to building a culture of care in the communities we serve and are committed to building lifelong, multigenerational relationships. We aim to educate, empower, and inspire each person to reach their highest purpose, realize their fullest potential, and accomplish their greatest success. The Relationship Banker will serve as the single point of contact for customers, connecting with them to understand and match their needs with First United Bank products and services while mentoring employees to do the same.

The ideal candidate will possess a positive attitude, an ability to establish and cultivate strong personal connections, and a commitment to precision and adherence to policies and regulatory standards.

Responsibilities

• Maintains a basic knowledge of all First United Bank products, services, procedures, policies, and regulatory issues (e.g., Bank Secrecy Act, Privacy, Fair Lending, Regulation E, deposit, transaction, and loan accounts).
• Follows proper procedures accurately and efficiently for all customer-servicing activities.
• Retains existing customers and develops new customer relationships.
• Serves as customers' single point of contact for all First United Bank products and services.
• Consistently meets or exceeds performance goals; actively participates in sales campaigns, promotes new products and services, and educates customers and peers.
• Participates in meetings, bank functions, customer appreciation, and community events as requested.
• Provides excellent customer service by greeting customers, using their name, and building rapport to generate loyalty.
• Identifies and matches customer product needs with bank offerings by interviewing customers and making referrals to other staff or departments.
• Opens new accounts, certificates of deposit, and other ancillary products; answers customer questions and ensures proper paperwork completion.
• Assists customers with routine 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.
• Processes a variety of transactions (e.g., cash, deposits, money orders, savings bonds, traveler’s checks, cashier’s checks, loan payments) with minimal or no errors.
• Maintains appropriate drawer limits, performs cash verifications, and vault duties.
• Verifies all transactions, places holds as needed, and proves cash drawer at shift end.
• Proactively resolves customer complaints, problems, or issues.
• Reviews and resolves account issues listed in insufficient and exception reports; assists with charge-off repayment plans.
• Performs security functions, including opening/closing the bank and vault, and ensuring overall safety.
• Masters the primary duties of the Relationship Banker I position.
• Performs other job-related duties as assigned to balance workload or cover absences.

Requirements

• High School Diploma strongly 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 precision and high accuracy in daily work.
• Ability to read, write, and verbally communicate effectively with customers and co-workers.
• Ability to manage time effectively and work independently.
• Strong judgment and decision-making skills.
• Critical thinking to identify solutions and approaches to problems.
• Ability to multi-task.
• Maintains a professional attitude and appearance.
• Behaves ethically in and out of the workplace.
• Active listening skills: giving full attention, understanding points made, and asking appropriate questions.

Benefits

• Award-winning culture focused on faith, financial well-being, personal development, and wellness.
• Consistently named a Best Places to Work in Oklahoma by OKC BIZ.
• Opportunity to make a difference in the lives of others through community investment.
• Opportunities for personal and professional growth.
• Exceptional benefits, including 401(k) matching contributions.
• YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options.
• Educational assistance and reimbursements.

All locations: Pottsboro.