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.
• Connect with customers to understand their needs and match them with First United Bank products and services.
• Mentor employees to do the same.
• Establish and cultivate strong personal connections with customers.
• Master First United Bank's delivery process and product knowledge.
• Maintain a basic knowledge of all bank products, services, procedures, policies, and appropriate regulatory issues.
• Follow proper procedures accurately and efficiently for all customer-servicing activities.
• Maintain existing customers and develop new customer relationships.
• Meet and exceed performance goals and actively participate in sales campaigns.
• Participate in meetings, bank functions, and customer appreciation/community events as requested or assigned.
• Offer excellent service, including greeting customers, smiling, using their name, and building rapport.
• Identify and match customer product needs with First United Bank products and services.
• Open new accounts, certificates of deposit, and other ancillary products.
• Answer customer questions, provide account opening information, and ensure proper paperwork is completed and entered on the computer system.
• Assist customers with routine questions and requests, such as 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 policies and procedures.
• Maintain appropriate drawer limits, perform cash verifications, and perform vault duties.
• Prove cash drawer upon completion of assigned shift to ensure compliance with bank standards and policies.
• Resolve customer complaints, problems, or other issues proactively.
• Review and resolve account issues listed in insufficient and exception reports on a daily basis.
• Assist customers with account charge-off repayment plans.
• Perform security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds.
• Resolve proof discrepancies as needed.
• Maintain a professional attitude and appearance.
• Behave ethically while at work or outside the work environment.
• Actively listen to customers and colleagues.

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 without close supervision.
• The ability to use good judgment and exercise decision-making skills.
• The ability to multi-task.

Qualifications

• Highly responsible and dependable.
• Always follow through on promises, no matter what.
• Effortlessly handle challenging situations.
• Relentless about continuous improvement and have a learning mindset.
• Revel in providing personalized service that creates customer loyalty.
• Addicted to a positive attitude.
• Commit to meeting deadlines and never miss the little details.

Skills

• Excellent communication skills.
• Strong problem-solving abilities.
• Ability to build and maintain strong relationships.
• Knowledge of bank products and services.
• Customer service orientation.
• Attention to detail.
• Time management skills.

Benefits

• An award-winning culture where faith, financial well-being, personal development, and wellness are foundational.
• 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 on pay are not specified in the job posting.

Schedule

Details on schedule are not specified in the job posting.

Application Instructions

To apply, please email your resume and cover letter to HR@firstunitedbank.com. Applicants unable to complete an application due to a disability should email HR@firstunitedbank.com for assistance.

Equal Opportunity Employer

First United Bank is an Equal Opportunity Employer. We do not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.