Relationship Banker I Floater

First United Bank • Marble Falls, TX

9d

About The Position

The Relationship Banker serves as customers’ single point of contact for First United Bank products and services. The role connects with customers to understand their needs, match those needs with appropriate bank offerings, and build significant, trusting relationships. The banker is also expected to mentor employees in customer relationship practices and deliver personalized service that supports customer loyalty.

The position handles customer service, sales, and relationship management while meeting or exceeding established goals. It requires knowledge of bank products, services, procedures, policies, and applicable regulatory standards, along with accuracy and adherence to bank processes. The role may involve working in other areas to cover absences or balance workload. The listed location is Marble Falls.

Requirements

• At least one year of banking experience as a Teller, Lending Assistant, or New Accounts employee.
• Superior customer service skills.
• Basic mathematics skills to solve problems.
• Accuracy and precision in daily work.
• Ability to read, write, and verbally communicate effectively with customers and coworkers.
• Ability to manage time effectively and work independently without close supervision.
• Good judgment and decision-making skills.
• Critical-thinking ability, including using logic and reasoning to identify solutions and approaches to problems.
• Ability to multitask.
• Professional attitude and appearance.
• Ethical conduct at work and outside the work environment.
• Active listening skills and a willingness to understand and assist customers.
• Commitment to bank policies, procedures, and applicable regulatory standards.

Nice To Haves

• High school diploma strongly preferred.
• Some college strongly preferred.
• Cash-handling experience preferred.

Responsibilities

• Retain existing customers and develop new customer relationships.
• Serve as customers’ single point of contact for First United Bank products and services.
• Meet or exceed performance goals and participate in sales campaigns; promote products and services and educate customers and peers.
• Attend meetings, bank functions, and customer appreciation or community events as requested or assigned.
• Provide excellent customer service, greet customers, build rapport, and foster customer loyalty.
• Identify customer needs through interviews and discussions, match them with bank products and services, and make referrals as needed.
• Open new accounts, certificates of deposit, and ancillary products; answer questions and ensure paperwork is completed and entered into the computer system.
• Assist customers with routine inquiries and requests, including balance inquiries, statements, check copies, stop payments, holds, online banking, ACH, automatic funds transfers, direct deposits, wire processing, coin processing, notary services, and privacy matters.
• Process customer transactions promptly and accurately according to bank procedures, including check cashing and deposits, money orders, savings bonds, traveler’s checks, cashier’s checks, and loan or other service payments.
• Maintain appropriate drawer limits, perform cash verifications and vault duties, verify transactions, place holds when appropriate, and balance the cash drawer at the end of the assigned shift.
• Resolve customer complaints, problems, and other issues proactively.
• Review and resolve account issues identified in insufficient and exception reports daily, and assist customers with account charge-off repayment plans.
• Perform security functions, including opening and closing the bank and vault and helping ensure the safety and security of bank grounds.
• Maintain knowledge of bank products, services, procedures, policies, and relevant regulatory requirements, including Bank Secrecy Act, Privacy, Fair Lending, Regulation E, and deposit, transaction, and loan accounts.
• Follow proper procedures for customer-servicing activities and master the primary purpose and essential duties of the Relationship Banker I position.
• Perform other job-related duties as assigned, including work in other areas to cover absences or balance workload.

Benefits

• 401(k) matching contributions
• YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options
• Educational assistance and reimbursements
• Opportunities for personal and professional growth
• Award-winning workplace culture

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED