Relationship Banker I Floater

First United Bank • Norman, OK

4d • Onsite

About The Position

The Relationship Banker I serves as a single point of contact for customers, building trusting relationships and identifying how First United Bank products and services can meet their financial needs. The role combines customer service, sales, relationship management, and accurate processing of banking transactions while meeting or exceeding established goals. The position also involves educating customers and peers about products and services, making referrals, and mentoring employees in customer relationship practices.

The banker is expected to follow established procedures, bank policies, and applicable regulatory standards; provide personalized service; resolve customer concerns; and maintain precise transaction records and cash controls. The role may also include covering work in other areas to address absences or balance workloads.

Requirements

• High school diploma is strongly preferred.
• Some college is strongly preferred.
• 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 effectively with customers and coworkers.
• Ability to manage time and work independently without close supervision.
• Good judgment and decision-making skills.
• Critical-thinking skills, 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 attentiveness to customer needs.

Nice To Haves

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

Responsibilities

• Maintain basic knowledge of First United 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 procedures accurately and efficiently for all 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.
• Provide excellent customer service by greeting customers, using their names, building rapport, and encouraging customer loyalty.
• Interview customers about financial needs, match those needs with bank products and services, and make referrals when appropriate.
• Open new accounts, certificates of deposit, and other ancillary products; answer questions, provide account-opening information, and complete and enter required paperwork.
• Assist customers with routine requests involving balances, temporary statements, check copies, stop payments, holds, online banking, ACH, automatic funds transfers, direct deposits, wire processing, coin processing, notary services, and privacy.
• Process a variety of customer transactions quickly and accurately, 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 complete vault duties.
• Verify transactions, place holds as appropriate, and balance the cash drawer at the end of the assigned shift; seek help to resolve 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.
• Complete required compliance exams annually and adhere to First United policies and procedures.
• Dress professionally and perform other duties assigned by the manager.

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.
• An 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