Relationship Banker

Job Title

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.

This individual must be committed to precision and adhering to the policies and regulatory standards as they relate to the role.

• An award-winning culture where faith, financial well‑being, personal development, and wellness are our foundation.
• 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.

• Maintains a basic 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.
• Follows proper procedures accurately and efficiently for all customer‑servicing activities performed.
• Retains existing customers and develops new customer relationships.
• Serves as customers’ single point of contact on all First United Bank products and services.
• Consistently meets and often exceeds performance goals and actively participates in all sales campaigns; promotes new products and services and educates customers and peers within the bank.
• Participates in all meetings, bank functions, and customer appreciation/community events as requested or assigned by supervisor.
• Consistently meets customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty.
• Identifies and matches 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.
• Opens new accounts, certificates of deposit, and all other ancillary products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system.
• Assists 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.
• Serves customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; money orders, savings bonds, traveler’s checks, cashier’s checks, accepting and processing payments for loans and other services.
• Maintains appropriate drawer limits, performs cash verifications and vault duties.
• Verifies all…