Relationship Banker

Position

Relationship Banker I

The Relationship Banker will serve as the single point of contact for customers, matching their needs with First United Bank products and services while mentoring employees to do the same. The role requires maintaining a thorough knowledge of bank products, policies and regulatory issues, providing exceptional customer service, and meeting or exceeding performance goals. The Relationship Banker will also handle a variety of transactional duties and participate in community and sales initiatives.

• Maintain a basic knowledge of all First United Bank products, services, procedures, policies and regulatory issues such as the Bank Secrecy Act, Privacy, Fair Lending, Regulation E, and deposit, transaction and loan account rules.
• Follow proper procedures accurately and efficiently for all customer‑servicing activities.
• Retain existing customers and develop new customer relationships.
• Serve as the customers’ single point of contact for all First United Bank products and services.
• Consistently meet and often exceed performance goals and actively participate in all sales campaigns.
• 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 to generate customer loyalty.
• Identify and match customer product needs by interviewing customers and discussing their financial needs, including making referrals to other staff members and departments.
• Open new accounts, certificates of deposit, and all other ancillary products offered by the bank; answer customer questions, provide account opening information, and ensure that proper paperwork is completed and entered on the computer system.
• Assist customers with routine questions and requests such as 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.
• Process a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures, including accepting checks for cash and deposit, money orders, savings bonds, traveler’s checks, cashier’s checks, and processing payments for loans and other services.
• Maintain appropriate drawer limits, perform cash verifications and vault duties.
• Verify all transactions, place holds as appropriate and prove the cash drawer upon completion of assigned shift to ensure compliance with First United Bank standards and policies.
• Seek assistance as needed to resolve proof discrepancies.
• Proactively resolve customer complaints, problems, or other issues.
• Review and resolve account issues listed in insufficient and exception reports on a daily basis, and assist customers with account charge‑off repayment plans.
• Perform security functions by opening and closing the bank and vault, and ensuring overall safety and security of bank grounds.

• High School Diploma strongly preferred; some college strongly preferred.
• One year of retail experience preferred; cash handling experience preferred.
• Superior customer service skills required.
• Basic mathematics to solve problems.
• Requires being exact or highly accurate 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 – requires 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 your work environment.
• Active listening – actively look for ways to assist customers, give full attention to what other people are saying, and ask questions as appropriate.

• 401(k) matching contributions.
• You First Wellness Program with wellness incentives and fitness membership reimbursement options.
• Educational assistance and reimbursements.
• Opportunities for personal and professional growth.
• Exceptional culture and recognition as a Best Places to Work in Oklahoma.

All Locations:
Sherman-Taylor Street

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at  for assistance.