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 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.
• Develop and maintain customer relationships by interviewing customers and discussing their financial needs.
• Open new accounts, certificates of deposit, and other ancillary products offered by the bank.
• Process routine customer transactions, 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.
• Resolve customer complaints, problems, or issues proactively.
• Manage cash drawer limits, perform cash verifications, and perform vault duties.
• 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 mathematical skills to solve problems.
• The ability to manage time effectively and work independently.
• The ability to use good judgment and exercise decision-making skills.
• The ability to multi-task.
• A professional attitude and appearance.
• To behave ethically while at work or outside the work environment.
• The ability to actively listen and give full attention to what other people are saying.

Qualifications

• Highly responsible and dependable.
• Relentless about continuous improvement and have a learning mindset.
• Effortlessly handle challenging situations.
• Commit to meeting deadlines and never miss the little details.
• Provide personalized service that creates customer loyalty.
• Have a positive attitude.

Skills

• Excellent communication skills.
• Strong problem-solving abilities.
• Ability to build and maintain trustful relationships.
• Knowledge of bank regulations and policies.
• Customer service orientation.

Benefits

• An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation.
• Opportunities for personal and professional growth.
• Exceptional benefits that include 401(k) matching contributions.
• The YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options.

Pay

Details about pay are not specified in the job posting.

Schedule

Details about the schedule are not specified in the job posting.