Part Time - Relationship Banker

Job Title

Part Time - Relationship Banker I

• Do you approach serving every customer like they are your family member?
• Are you intuitively aware of the overall picture and able to discern top priorities?
• Do you seem to forge positive and trusting relationships with everyone?
• Are you highly responsible and dependable? Do you always follow through on your promises, no matter what?
• Do you effortlessly handle challenging situations?
• Are you relentless about constant improvement? Do you have a learning mindset?
• Do you revel at the opportunity to provide personalized service that creates customer loyalty?
• Are you addicted to a positive attitude?
• Do you commit to meeting deadlines and never miss the little details?

The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible for connecting with customers in order to understand how best to match their needs with First United Bank products and services, as well as mentoring employees to do the same. The ideal candidate will possess a positive attitude and an ability to establish and cultivate strong personal connections, while adhering to policies and regulatory standards.

• An award-winning culture where faith, financial well‑being, personal development, and wellness are our foundation. We have consistently been named a Best Places to Work in Oklahoma recipient by OKC BIZ.
• An opportunity to make a difference in the lives of others, where we embrace our communities and invest our time and our hearts into making a difference.
• Opportunities for personal and professional growth because in order to spend life wisely, we must find our calling, not just a job or career.
• Exceptional benefits that include 401(k) matching contributions.
• The _ Wellness Program with wellness incentives and fitness membership reimbursement options.
• Educational assistance and reimbursements.

• Maintain a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions.
• Follow proper procedures accurately and efficiently for all customer‑servicing activities performed.
• Retain existing customers and develop new customer relationships.
• Serve as customers’ single point of contact on all First United Bank products and services.
• Consistently meet and often exceed performance goals and actively participate in all sales campaigns; promote new products and services and educate customers and peers within the bank.
• Participate in all meetings, bank functions, and customer appreciation/community events as requested or assigned by supervisor.
• Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty.
• 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.
• Open new accounts, certificates of deposit, and all other ancillary products offered by the bank; 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: 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.
• Serve customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures.
• Maintain appropriate drawer limits, perform cash versification and vault duties.
• Verify all transactions, place holds as appropriate and prove cash drawer upon completion of assigned shift to ensure compliance with First United Bank standards and policies.
• Proactively resolve customer complaints, problems, or other issues.
• Review and resolve account issues listed in insufficient and exception reports on a daily basis;…