Relationship Banker I

First United Bank • Sapulpa, OK

8d • Onsite

About The Position

The Relationship Banker I serves as the single point of contact for First United Bank customers, building trusting relationships and identifying products and services that fit their financial needs. The role includes customer service, sales, relationship management, account opening, transaction processing, and mentoring employees in customer relationship practices. The banker is expected to meet or exceed established goals while providing personalized service, protecting customer information, and following bank policies and regulatory requirements.

The position supports First United Bank’s purpose of inspiring and empowering others to Spend Life Wisely and its commitment to serving customers and communities. The banker must demonstrate a positive, professional, dependable, and improvement-minded approach, exercise sound judgment, and handle customer concerns effectively. The role may also include other job-related duties and work in other areas to cover absences or balance workloads.

Requirements

• Superior customer service skills.
• Basic mathematics skills to solve problems.
• Accuracy and attention to detail in daily work.
• Ability to read, write, and communicate verbally with customers and coworkers effectively.
• Ability to manage time, work independently without close supervision, and meet deadlines.
• Good judgment and decision-making skills.
• Critical thinking skills, including the ability to use logic and reasoning to identify solutions, conclusions, or approaches to problems.
• Ability to multitask.
• Professional attitude and appearance.
• Ethical conduct at work and outside the work environment.
• Active listening skills, including giving others full attention, understanding their points, and asking appropriate questions.
• Commitment to bank policies, procedures, and applicable regulatory standards.

Nice To Haves

• High school diploma strongly preferred.
• Some college strongly preferred.
• One year of retail experience preferred.
• Cash handling experience preferred.

Responsibilities

• Maintain knowledge of First United Bank products, services, procedures, policies, and applicable regulatory requirements, including Bank Secrecy Act, privacy, fair lending, Regulation E, and deposit, transaction, and loan accounts.
• Follow customer-service procedures accurately and efficiently.
• 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, participate in sales campaigns, promote products and services, and educate customers and bank peers.
• Participate in meetings, bank functions, and customer appreciation or community events as assigned.
• Provide excellent customer service by greeting customers, building rapport, and fostering customer loyalty.
• Interview customers to identify financial needs, match them with bank products and services, and make referrals when appropriate.
• Open accounts, certificates of deposit, and other bank products; answer questions and ensure required 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 accurately and efficiently in accordance with bank policies and procedures, including deposits, cashing checks, issuing money orders and cashier’s checks, and processing loan and service payments.
• Maintain appropriate cash drawer limits, perform cash verifications and vault duties, verify transactions, place holds when appropriate, and balance the cash drawer at the end of assigned shifts.
• Seek assistance to resolve cash drawer discrepancies and proactively resolve customer complaints and account issues.
• Review and resolve items on insufficient-funds 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.
• Master the primary purpose and essential duties of the Relationship Banker I position.
• Mentor employees in building customer relationships and matching customer needs with bank products and services.
• Perform other job-related duties as assigned, including work in other areas to cover absences or balance workloads.

Benefits

• 401(k) matching contributions
• YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options
• Educational assistance and reimbursements
• Personal and professional growth opportunities

What This Job Offers

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