Relationship Banker I
First United Bank · Moore, OK · 1 mo ago
FinanceFull-time
About the role
At First United Bank, we are dedicated to building a culture of care in the communities we serve and we are committed to building lifelong, multigenerational relationships. Our goal is to educate, empower, and inspire each person to reach their highest purpose, to realize their fullest potential, and to accomplish their greatest success.
Responsibilities
- 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.
- Maintain a basic knowledge of all First United Bank products, services, procedures, policies, and appropriate regulatory issues.
- Follow proper procedures accurately and efficiently for all customer-servicing activities.
- Retain existing customers and develop new customer relationships.
- Open new accounts, certificates of deposit, and other ancillary products offered by the bank.
- Assist customers with routine questions and requests, including 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.
- Resolve customer complaints, problems, or other issues proactively.
- Review and resolve account issues listed in insufficient and exception reports on a daily basis.
- Perform security functions by opening and closing bank and vault, ensuring overall safety and security of bank grounds.
- Master the Primary Purpose and Essential duties of the Relationship Banker I position.
Requirements
- A high school diploma is strongly preferred.
- Some college education is strongly preferred.
- One year of retail experience is preferred.
- Cash handling experience is preferred.
- Superior customer service skills are required.
- Basic mathematics to solve problems is required.
- The ability to effectively read, write, and verbally communicate with customers and co-workers is required.
- The ability to manage time effectively and work independently, without close supervision, is required.
- The ability to use good judgment and exercise decision-making skills is required.
- Critical thinking to identify solutions, conclusions, or approaches to problems is required.
- The ability to multi-task is required.
- A professional attitude and appearance are required.
- The ability to behave ethically while at work or outside the work environment is required.
- Active listening to give full attention to what other people are saying, take time to understand the points being made, and ask questions as appropriate is required.
Qualifications
- High School Diploma
- Some College Education
- One Year of Retail Experience
- Cash Handling Experience
Skills
- Customer Service Skills
- Basic Mathematics
- Effective Communication
- Time Management
- Decision Making
- Problem Solving
- Multi-Tasking
- Professional Attitude
- Active Listening
Benefits
- 401(k) Matching Contributions
- YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options
- Opportunities for Personal and Professional Growth
- Educational Assistance and Reimbursements
Pay
- Not specified
Schedule
- Not specified