Jobs · Finance · Texas

Relationship Banker I

First United Bank · Frisco, TX · 2 wk 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. We are also committed to using our collective talents to make our community a better, stronger, more stable place, one customer, one family, one company at a time.

Responsibilities

  • Serve as the single point of contact for customers
  • Connect with customers to understand their needs and match them with First United Bank products and services
  • Mentor employees to do the same
  • Master First United Bank's delivery process and product knowledge
  • Follow proper procedures and policies accurately and efficiently for all customer-servicing activities
  • Lead by example and serve as a role model for Tellers and Relationship Banker I positions
  • Maintain existing customers and develop new customer relationships
  • Exceed performance goals and actively participate in sales campaigns
  • Identify and match customer product needs with First United Bank products and services
  • Open new accounts, certificates of deposit, safe deposit boxes, and other ancillary products
  • Assist customers with routine questions and requests
  • Process a variety of transactions quickly with minimal or no errors
  • Resolve customer complaints, problems, or other issues
  • Review and resolve account issues listed in insufficient and exception reports
  • Proactively resolve customer complaints, problems, or other issues
  • Participate in all meetings, banks functions, and customer appreciation/community events
  • Maintain branch cash supply and appropriate drawer limits
  • Perform cash verifications and vault duties
  • Resolve security functions by opening and closing bank and vault

Requirements

  • High School Diploma strongly preferred
  • Some college is strongly preferred
  • Minimum of 1 year of banking experience as a Teller, Lending Assistant or New Accounts is required
  • Cash handling experience is preferred

Qualifications

  • Superior customer service skills required
  • Basic mathematics to solve problems
  • Able to effectively read, write, and verbally communicate with customers and co-workers
  • Able to manage time effectively and work independently, without close supervisor
  • Able to use good judgment and exercise decision-making skills
  • Critical Thinking – requires logic and reasoning to identify solutions, conclusions or approaches to problems
  • Able to multi-task
  • Maintain a professional attitude and appearance
  • Behave ethically while at work or outside your work environment
  • Active Listening – Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate

Skills

  • Positive attitude
  • Ability to establish and cultivate strong personal connections
  • Commitment to precision and adherence to policies and regulatory standards

Benefits

  • Award-winning culture
  • Opportunity to make a difference in the lives of others
  • Opportunities for personal and professional growth
  • Exceptional benefits that include 401(k) matching contributions
  • YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options

Pay

Details TBD

Schedule

Details TBD

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