Senior Relationship Banker

Responsible for all customer service duties, sales, and relationship management while consistently exceeding established goals. Master the First United Bank delivery process and product knowledge to develop customer relationships.

Location: Horseshoe Bay.

Major Duties and Responsibilities

• Master and perform the primary purpose and essential duties of the Teller, Relationship Banker I and Relationship Banker II positions.
• Maintain expert level knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions, including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts.
• Serve as subject matter expert at the location for customer organizational structure, documentation, and the relationship onboarding process.
• Assess and review the risk tolerance (i.e., CDD, EDD, BSA, AML) for all customers and collaborate with BSA as needed.
• Coordinate branch monthly, quarterly and annual audits, ensuring operational compliance is being maintained by employees.
• Lead by example and serve as a role model for Tellers, Relationship Banker I and II positions.
• Serve as a mentor, coach and trainer for the retail banking customer delivery process.
• Collaborate and coordinate with the Financial Center Manager on team meetings and huddles related to retail banking strategy and execution.
• Monitor and complete retail tellers and banker compliance training, account exceptions, and employee onboarding training within assigned timelines.
• Serve as customers' single point of contact on all First United Bank products and services.
• Identify and match customer product needs with First United Bank products and services by interviewing customers, discussing financial needs, and making referrals to other staff members and departments.
• Follow proper procedures accurately and efficiently for all customer‑servicing activities performed.
• Consistently exceed performance goals and actively participate in all sales campaigns.
• Retain existing customers and develop new customer relationships.
• Participate in outbound calling efforts to increase bank relationships and business opportunities.

Additional Duties and Responsibilities

• Complete all required compliance exams on a yearly basis.
• Adhere to all First United policies and procedures.
• Dress professionally.
• Other duties as assigned by manager.

Education and Work Experience

• High School Diploma strongly preferred.
• Some college strongly preferred.
• Required 3 years of banking experience or comparable business acumen.
• Cash handling experience is required.

Technical/Functional Competencies

• Superior customer service skills required.
• Basic mathematics to solve problems.
• Requires exactness and high accuracy with daily work.
• Ability to effectively read, write, and verbally communicate with customers and co‑workers.
• Ability to manage time effectively and work independently, without close supervision.
• Ability to use good judgment and exercise decision‑making skills.
• Critical thinking – logic and reasoning to identify solutions, conclusions, or approaches to problems.
• Ability to multi‑task.
• Maintain a professional attitude and appearance.
• Behave ethically while at work or outside the work environment.
• Active listening – actively looking for ways to assist customers, giving full attention, understanding points made, and asking appropriate questions.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.