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.

Top candidates must be passionate about our mission, instilling it in their team and serving others—whether customers, employees, or community members. The ideal candidate will possess a positive attitude, an ability to establish and cultivate strong personal connections, and a commitment to precision 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 educates customers and peers.
• Participates in meetings, bank functions, and customer appreciation/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/deposit checks, money orders, savings bonds, traveler’s checks, cashier’s checks, loan payments) with minimal errors according to bank policies.
• Maintains appropriate drawer limits, performs cash verifications, and vault duties.
• Verifies all transactions, places holds as needed, and proves cash drawer at shift end to ensure compliance with bank standards.
• 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: opening/closing bank and vault, ensuring overall safety of bank grounds.
• Masters the Primary Purpose and Essential Duties of the Relationship Banker I position.
• Performs other job-related duties as assigned, including work in other areas to cover absences or balance workload.

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 at work and outside the work environment.
• Active listening: actively assists customers, gives full attention to others, and asks questions as appropriate.

Benefits

• Award-winning culture where faith, financial well-being, personal development, and wellness are foundational.
• Consistently named a Best Places to Work in Oklahoma by OKC BIZ.
• Opportunities to make a difference in the lives of others by embracing and investing in communities.
• Opportunities for personal and professional growth to help find your calling.
• Exceptional benefits including 401(k) matching contributions.
• The YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options.
• Educational assistance and reimbursements.