Relationship Banker I

First United Bank • Sapulpa, OK

7d • Onsite

About The Position

The Relationship Banker I provides customer service, sales, and relationship management while meeting or exceeding established goals. The role serves as customers’ single point of contact for First United Bank products and services, understanding their financial needs and matching them with appropriate solutions. The banker builds trusting customer relationships, develops customer loyalty, promotes products and services, and may mentor employees in customer engagement.

The position requires accurate, efficient handling of customer-service activities and banking transactions in accordance with bank policies, procedures, and regulatory standards. Duties include opening accounts, processing transactions, resolving account issues and customer concerns, maintaining cash controls, and supporting bank security. The employee may also perform other related duties or 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 effectively with customers and coworkers.
• Ability to manage time effectively and work independently without close supervision.
• 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 and a proactive approach to assisting customers.
• High school diploma strongly preferred.
• Some college strongly preferred.

Nice To Haves

• One year of retail experience.
• Cash-handling experience.

Responsibilities

• Maintain basic knowledge of the bank’s products, services, procedures, policies, and applicable regulatory requirements, including Bank Secrecy Act, privacy, fair lending, Regulation E, and deposit, transaction, and loan accounts.
• Follow established procedures accurately and efficiently when performing customer-service 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 peers.
• Participate in meetings, bank functions, and customer appreciation or community events as requested or assigned.
• Provide excellent customer service by greeting customers, building rapport, and fostering customer loyalty.
• Interview customers to identify financial needs, match those needs with bank products and services, and refer customers to other staff or departments as appropriate.
• Open new accounts, certificates of deposit, and other bank products; answer questions, explain account-opening information, and complete and enter required paperwork.
• Assist customers with routine requests, including balance inquiries, temporary 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 in accordance with bank policy and procedures, including checks, 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.
• Seek assistance as needed to resolve proof discrepancies.
• Proactively resolve customer complaints, problems, and other issues.
• Review and resolve account issues appearing 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.

Benefits

• 401(k) matching contributions.
• Wellness incentives and fitness membership reimbursement options through the You First Wellness Program.
• Educational assistance and reimbursements.
• Opportunities for personal and professional growth.

What This Job Offers

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