Senior Relationship Banker

SUMMARY

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 by performing the following essential duties.

Major Duties And Responsibilities (essential Functions)

• 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 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.
• Cook up and 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 Financial Center Manger on team meetings and huddles related to retail banking strategy and execution.
• Monitor and completion of 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 and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met.
• 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

• Completes all required compliance exams on a yearly basis.
• Adherence to all First United Policies and Procedures.
• Dresses professionally.

EMPLOYEE SPECIFICATIONS

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.