Business Relationship Banker

We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here.

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* Serve as the primary field-based financial advisor for small business clients, meeting customers at their place of business to conduct in-depth financial reviews and identify opportunities for product implementation.
* Provide expert advice on bank deposit and treasury products tailored to each client’s operational needs.
* Educate customers on digital banking tools and innovative solutions to improve business operations and cashflow optimization, primarily through in-person demonstrations and consultations.
* Serve as the primary point of contact for banking needs, ensuring a seamless and high-quality customer experience across all interactions.
* Serve as an integral member of the Community Bank team, partnering closely with Retail Banking, Treasury Management, and Lending to deliver relationship-based solutions for small business clients.
* Actively collaborate with internal partners to identify referral opportunities, coordinate customer engagement strategies, and ensure consistent, high-quality customer experience across all touchpoints.
* Lead by example and mentor colleagues on best practices for business development and relationship management.
* Participate in periodic team meetings and contribute to strategic planning sessions as an incidental and minor component of overall duties.
* Complete all required compliance training annually.
* Adhere to First United Bank policies and procedures.
* Represent the bank professionally in all interactions and community involvement.
* Perform other duties as assigned to support organizational goals.
* High School Diploma required; college coursework preferred.
* Minimum 3 years of outside sales, banking, or relevant business development experience with a demonstrated record of meeting or exceeding sales goals.
* Prior experience working primarily in the field or in a client-facing outside sales capacity strongly preferred.
* Proven ability to generate new business in the field and expand existing relationships through in-person sales activity.
* Strong consultative sales skills and financial acumen.
* Excellent communication, time management, and decision-making abilities.
* Ability to work independently in the field and manage multiple priorities without direct supervision.
* Self-motivated with the drive to meet and exceed sales goals while working autonomously outside of a traditional office environment.
* Professional demeanor and ethical conduct at all times.
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