Relationship Banker I

First United Bank • Oklahoma City, OK

9d • Onsite

About The Position

The Relationship Banker I serves as customers’ single point of contact for 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 learns the bank’s delivery process and products to understand customers’ financial needs, recommend appropriate products and services, and develop lasting customer relationships. The position also includes mentoring employees in customer relationship practices and following applicable policies and regulatory standards.

The successful candidate is committed to personalized service, customer loyalty, accuracy, dependability, continuous improvement, and a positive attitude. The role requires sound judgment, effective communication, attention to detail, and the ability to handle challenging situations and multiple tasks independently.

The position is listed for the OKC-South location. First United describes its culture as focused on faith, financial well-being, personal development, wellness, community involvement, and helping others “Spend Life Wisely.”

Requirements

• Superior customer service skills.
• Basic mathematics skills to solve problems.
• Accuracy and exactness in daily work.
• Ability to read, write, and communicate verbally effectively with customers and co-workers.
• Ability to manage time effectively and work independently without close supervision.
• Good judgment and decision-making skills.
• Critical-thinking skills, including using logic and reasoning to identify solutions, conclusions, or approaches to problems.
• Ability to multitask.
• Professional attitude and appearance.
• Ethical behavior at work and outside the work environment.
• Active listening skills, including giving others full attention, understanding their points, and asking questions as appropriate.
• High school diploma strongly preferred; some college strongly preferred.
• One year of retail experience preferred.
• Cash-handling experience preferred.

Nice To Haves

• High school diploma.
• Some college education.
• One year of retail experience.
• Cash-handling experience.

Responsibilities

• Maintain basic knowledge of First United Bank products, services, procedures, policies, and regulatory requirements related to daily duties, including Bank Secrecy Act, privacy, Fair Lending, Regulation E, and deposit, transaction, and loan accounts.
• Accurately and efficiently follow procedures for 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 bank peers.
• Participate in meetings, bank functions, and customer appreciation or community events as requested or assigned by a supervisor.
• Provide excellent customer service by greeting customers, building rapport, and generating customer loyalty.
• Identify customer needs through interviews and discussions, match those needs with bank products and services, and make referrals to other staff or departments as appropriate.
• Open accounts, certificates of deposit, and other ancillary products; answer customer questions, provide account-opening information, and ensure paperwork is completed and entered into the computer system.
• Assist customers with routine requests involving balances, statements, check copies, stop payments, holds, online banking, ACH, automatic transfers, direct deposits, wires, coin processing, notary services, and privacy.
• Process customer transactions quickly and accurately under bank policies and procedures, including checks, money orders, savings bonds, traveler’s checks, cashier’s checks, loan payments, and other services.
• Maintain appropriate drawer limits and perform cash verification and vault duties.
• Verify transactions, place appropriate holds, and balance the cash drawer at the end of the assigned shift; seek assistance to resolve discrepancies.
• Proactively resolve customer complaints, problems, and other issues.
• 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 ensuring the safety and security of the 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.

What This Job Offers

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