Relationship Banker I Floater

First United Bank • Durant, OK

8d • Onsite

About The Position

The Relationship Banker I serves as the single point of contact for customers, identifying their needs and connecting them with appropriate First United Bank products and services. The role is responsible for customer service, sales, and relationship management while meeting or exceeding established goals. The banker develops and maintains customer relationships, provides personalized service, and follows bank policies and regulatory standards. This is a floater position at the Durant-Main location; employees may also perform other job-related duties or work in other areas to cover absences or balance workloads.

The role includes opening accounts and other banking products, answering customer questions, processing transactions, handling cash and drawer duties, resolving customer concerns and account issues, and supporting bank security. The Relationship Banker is expected to learn First United’s product knowledge and service delivery processes, participate in sales campaigns and community events as assigned, and master the primary purpose and essential duties of the Relationship Banker I position.

Requirements

• At least one year of banking experience as a Teller, Lending Assistant, or New Accounts employee is required.
• Superior customer service skills.
• Basic mathematics skills for solving problems.
• Accuracy and attention to detail in daily work.
• Ability to read, write, and communicate verbally with customers and coworkers.
• Ability to manage time effectively and work independently without close supervision.
• Good judgment and decision-making ability.
• Critical-thinking skills, including using 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 questions as appropriate.
• Commitment to following applicable bank policies and regulatory standards.

Nice To Haves

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

Responsibilities

• Maintain working knowledge of First United Bank products, services, procedures, policies, and applicable regulatory matters, including Bank Secrecy Act, privacy, fair lending, Regulation E, and deposit, transaction, and loan accounts.
• Accurately and efficiently follow procedures for customer-servicing activities.
• 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 requested or assigned by a supervisor.
• Provide excellent customer service and build rapport and customer loyalty.
• Identify customer product needs through interviews and discussions of financial needs; match customers with bank products and services and make referrals as appropriate.
• Open new accounts, certificates of deposit, and ancillary products; answer questions, provide account-opening information, and complete and enter required paperwork.
• Assist customers with routine inquiries and requests involving balances, statements, check copies, stop payments, holds, online banking, ACH, automatic transfers, direct deposits, wire processing, coin processing, notary services, and privacy.
• Process a variety of customer transactions promptly and accurately according to bank policies, including checks, money orders, savings bonds, traveler’s checks, cashier’s checks, loan payments, and other services.
• 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 an assigned shift.
• Seek assistance as needed to resolve proof discrepancies.
• Proactively resolve customer complaints, problems, and other issues.
• Review and resolve account issues 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.
• 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
• Personal and professional growth opportunities
• Award-winning workplace culture focused on faith, financial well-being, personal development, and wellness

What This Job Offers

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