Relationship Banker

Job Title

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. The role requires a positive attitude, strong relationships, precision, and adherence to policy and regulatory standards.

• 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 forge positive and trusting relationships with everyone?
• Are you highly responsible and dependable, always following through on promises?
• Do you effortlessly handle challenging situations?
• Are you relentless about constant improvement with 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?

• An award‑winning culture focused on faith, financial well‑being, personal development, and wellness.
• The chance to make a difference in the lives of others by embracing community and investing time and hearts.
• Opportunities for personal and professional growth.
• Exceptional benefits including 401(k) matching contributions.
• The First Wellness Program with wellness incentives and fitness membership reimbursement options.
• Educational assistance and reimbursements.

• Maintain knowledge of First United Bank products, services, procedures, policies, and regulatory issues.
• Follow proper procedures accurately and efficiently for all customer‑servicing activities.
• Retain existing customers and develop new customer relationships.
• Serve as customers’ single point of contact for all products and services.
• Consistently meet and exceed performance goals; promote new products and services; educate customers and peers.
• Participate in meetings, banking functions, and community events as requested.
• Consistently meet customer service expectations by offering excellent service, greeting customers, smiling, using their name, and building rapport.
• Identify and match customer product needs with bank products by interviewing customers and discussing financial needs; make referrals to other staff as needed.
• Open new accounts, certificates of deposit, and ancillary products; answer customer questions, provide account opening information, and ensure proper paperwork is entered.
• Assist customers with routine inquiries and requests (balance inquiries, statements, stops, holds, online banking, ACH, transfers, deposits, wire processing, coin processing, notary services, privacy).
• Process a variety of transactions quickly with minimal or no errors, following bank policies (accepting checks, money orders, bonds, travelers' checks, cashier’s checks, loan payments).
• Maintain appropriate drawer limits, perform cash verifications and vault duties.
• Verify all transactions, place holds as appropriate, and verify the cash drawer upon shift completion; seek assistance when needed.
• Proactively resolve customer complaints, problems, or other issues.
• Review and resolve account issues from daily reports; assist customers with account charge‑off repayment plans.
• Perform security functions by opening and closing bank and vault, ensuring overall safety and security.
• Master the Primary Purpose and Essential Duties of the Relationship Banker I position.

• 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 high accuracy with daily work.
• Ability to 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: use logic and reasoning to identify solutions.
• Ability to multi‑task.
• Maintain a professional attitude and appearance.
• Behave ethically at work and outside work environment.
• Active Listening: give full attention to what others say, ask questions, and seek to understand points.

Location:

Temple

Contact:

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.