Senior Relationship Banker

Position Title:

Senior Relationship Banker

Responsible for all customer service duties, sales, and relationship management while consistently exceeding established goals. Master the First United Bank delivery process and product knowledge to develop customer relationships by performing the following essential duties.

• Serve as mentor and coach for Tellers, Relationship Bankers I and II.
• Act as the subject matter expert for Retail Banking Operations controls, including audits, compliance, and regulatory responsibilities at the location.
• Maintain expert level knowledge of all First United Bank products, services, procedures, policies and regulatory issues such as Bank Secrecy Act, Privacy, Fair Lending, Regulation E, deposit, transaction and loan accounts.
• Serve as subject matter expert on customer organizational structure, documentation, and the relationship onboarding process.
• Assess and review risk tolerance (CDD, EDD, BSA, AML) for all customers and collaborate with BSA as needed.
• Coordinate branch monthly, quarterly and annual audits to ensure operational compliance.
• Act as a role model for Tellers, Relationship Banker I and II, leading by example.
• Mentor, coach and train the retail banking customer delivery process.
• Collaborate with the Financial Center Manager on team meetings and huddles related to retail banking strategy and execution.
• Monitor and complete retail teller and banker compliance training, account exceptions and employee onboarding training within assigned timelines.
• Serve as the single point of contact for customers on all First United Bank products and services.
• Identify and match customer product needs with First United Bank products by interviewing customers and discussing their financial needs, including referrals to other staff members and departments.
• Follow proper procedures accurately and efficiently for all customer‑servicing activities.
• Consistently exceed performance goals and actively participate in all sales campaigns.
• Retain existing customers and develop new customer relationships.
• Participate in outbound calling efforts to increase bank relationships and business opportunities.

• Complete all required compliance exams on a yearly basis.
• Adhere to all First United policies and procedures.
• Dress professionally.
• Other duties as assigned by manager.

• Education:
  
  High School Diploma strongly preferred; some college strongly preferred.
• Work Experience:
  
  Minimum 3 years of banking experience or relatable business acumen; cash handling experience required.
• Technical/Functional
  
  Competencies:
  
  Superior customer service skills; basic mathematics; exactness/high accuracy; reading, writing, verbal communication with customers and coworkers.
• Ability to manage time effectively and work independently, with minimal supervision.
• Use good judgment and exercise decision‑making skills.
• Critical thinking: logic and reasoning to identify solutions and approaches to problems.
• Multi‑tasking ability.
• Professional attitude and appearance; ethical conduct at work and outside work.
• Active listening: giving full attention, asking questions as appropriate.

All Locations:
Tulsa

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.