Jobs · Finance · Oklahoma

Relationship Banker I - Part Time

First United Bank · Ada, OK · 2 days ago
FinancePart-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. 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 to generate customer loyalty.
  • 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.
  • Aid 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 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, 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.
  • Multi-task and manage time effectively.
  • Exercise critical thinking and decision-making skills.

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.
  • Ability to effectively read, write, and verbally communicate with customers and co-workers.
  • Ability to manage time effectively and work independently, without close supervisor.
  • Ability to use good judgment and exercise decision-making skills.
  • Ability to multi-task.
  • Maintain a professional attitude and appearance.
  • Behave ethically while at work or outside the work environment.
  • Active listening – actively look for ways to assist customers.

Qualifications

  • Superior customer service skills.
  • Basic mathematics to solve problems.
  • Ability to effectively read, write, and verbally communicate with customers and co-workers.
  • Ability to manage time effectively and work independently, without close supervisor.
  • Ability to use good judgment and exercise decision-making skills.
  • Ability to multi-task.
  • Maintain a professional attitude and appearance.
  • Behave ethically while at work or outside the work environment.
  • Active listening – actively look for ways to assist customers.

Skills

  • Excellent communication skills.
  • Strong problem-solving abilities.
  • Customer service orientation.
  • Attention to detail.
  • Ability to work independently and as part of a team.
  • Knowledge of bank products and services.
  • Ability to manage multiple tasks simultaneously.

Benefits

  • Award-winning culture focused on faith, financial well-being, personal development, and wellness.
  • Opportunities for personal and professional growth.
  • Exceptional benefits including 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.

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