Relationship Banker I

About the Role

First United Bank is dedicated to building a culture of care in the communities we serve, fostering lifelong, multigenerational relationships. The Relationship Banker serves as the single point of contact for customers, connecting them with appropriate products and services, mentoring employees, and upholding policies and regulatory standards.

Essential Duties

• Maintain basic knowledge of all First United Bank products, services, procedures, policies, and relevant regulatory issues (e.g., Bank Secrecy Act, Privacy, Fair Lending, Regulation E, deposit, transaction and loan accounts).
• Follow proper procedures accurately and efficiently for all customer‑servicing activities.
• Retain existing customers and develop new customer relationships.
• Serve as customers’ single point of contact for all First United Bank products and services.
• Consistently meet and often exceed performance goals; actively participate in sales campaigns, promote new products and services, and educate customers and peers.
• Participate in meetings, bank functions, and customer appreciation/community events as requested.
• Provide excellent customer service by greeting customers, using their name, building rapport, and generating loyalty.
• Identify and match customer product needs through interviews and referrals to other staff or departments.
• Open new accounts, certificates of deposit, and ancillary products; ensure proper paperwork is completed and entered.
• Assist customers with routine requests such as balance inquiries, statements, stop payments, holds, online banking, ACH, direct deposit, wire processing, coin processing, notary services, and privacy.
• Process a variety of transactions quickly with minimal errors, including cash and check deposits, money orders, savings bonds, traveler’s checks, cashier’s checks, loan payments, and other services.
• Maintain appropriate drawer limits, perform cash verifications, and handle vault duties.
• Verify all transactions, place holds as appropriate, and reconcile cash drawer at shift end; seek assistance to resolve discrepancies.
• Proactively resolve customer complaints, problems, or other issues.
• Review and resolve account issues from insufficient and exception reports, assisting customers with charge‑off repayment plans.
• Perform security functions by opening and closing the bank and vault, ensuring overall safety of bank grounds.
• Master the primary purpose and essential duties of the Relationship Banker I position.

Employee Specifications

• High School Diploma strongly preferred; some college strongly preferred.
• One year of retail experience preferred.
• Cash handling experience preferred.
• Superior customer service skills required.
• Basic mathematics to solve problems.
• Exactness and high accuracy in daily work.
• Effective reading, writing, and verbal communication with customers and co‑workers.
• Ability to manage time effectively and work independently without close supervision.
• Good judgment and decision‑making skills.
• Critical thinking – logic and reasoning to identify solutions.
• Ability to multi‑task.
• Professional attitude and appearance.
• Ethical behavior both at work and outside.
• Active listening – fully attend to customers, understand points made, and ask appropriate questions.

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 for personal and professional growth.
• 401(k) matching contributions.
• The YouFirst Wellness Program with wellness incentives and fitness‑membership reimbursement options.
• Educational assistance and reimbursements.

Location

Lakeway.