Relationship Banker II

About the role

First United Bank is dedicated to building a culture of care in the communities it serves, fostering lifelong, multigenerational relationships. The Relationship Banker will serve as the single point of contact for customers, connecting with them to understand how best to match their needs with First United Bank products and services, and mentoring employees to do the same. The ideal candidate possesses a positive attitude, strong personal connections, precision, and adherence to policies and regulatory standards.

Essential Duties

• Maintain a 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 the customer’s 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 or assigned.
• Provide excellent customer service by greeting customers, using their name, and building rapport to generate loyalty.
• Identify and match customer product needs through interviews and discussions, making referrals to other staff as needed.
• Open new accounts, certificates of deposit, and ancillary products; ensure proper paperwork is completed and entered.
• Assist customers with routine inquiries 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 errors, including cash and check deposits, money orders, savings bonds, traveler’s checks, cashier’s checks, and loan payments.
• 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 to ensure compliance with bank policies.
• Seek assistance as needed to resolve proof discrepancies.
• Proactively resolve customer complaints, problems, or other issues.
• Review and resolve account issues listed in insufficient and exception reports daily, assisting customers with charge‑off repayment plans.
• Perform security functions by opening and closing the bank and vault, ensuring overall safety and security 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.
• Ability to read, write, and verbally communicate effectively 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 or approaches to problems.
• Ability to multi‑task.
• Maintain a professional attitude and appearance.
• Behave ethically both at work and outside the work environment.
• Active listening – fully attend to customers, understand their points, 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” recipient by OKC BIZ.
• 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.
• Educational assistance and reimbursements.

Location

Frisco – Preston Road