Relationship Banker I

First United Bank • Marble Falls, TX

402d

About The Position

The Relationship Banker I at First United Bank is responsible for providing exceptional customer service, managing relationships, and promoting bank products and services. This role emphasizes building trust and loyalty with customers while ensuring compliance with banking regulations. The ideal candidate will possess a positive attitude, strong communication skills, and a commitment to personal and professional growth.

Requirements

• High School Diploma strongly preferred.
• Some college is strongly preferred.
• One year of retail experience is preferred.
• Cash handling experience is preferred.
• Superior customer service skills required.
• Basic mathematics to solve problems.
• Ability to effectively read, write, and verbally communicate with customers and co-workers.
• Ability to manage time effectively and work independently.
• Ability to use good judgment and exercise decision-making skills.
• Critical thinking skills to identify solutions and approaches to problems.
• Ability to multi-task.
• Maintain a professional attitude and appearance.
• Behave ethically while at work or outside your work environment.
• Active listening skills.

Nice To Haves

• Experience in a banking or financial services environment.
• Knowledge of banking regulations and compliance standards.

Responsibilities

• Maintain a basic knowledge of all First United Bank products, services, procedures, policies, and regulatory issues.
• Follow proper procedures accurately and efficiently for all customer-servicing activities.
• Retain existing customers and develop new customer relationships.
• Serve as customers' single point of contact on all First United Bank products and services.
• Consistently meet and often exceed performance goals and actively participate in all sales campaigns.
• Promote new products and services and educate customers and peers within the bank.
• Participate in all meetings, bank functions, and customer appreciation/community events as requested or assigned by supervisor.
• Consistently meet customer service expectations by offering excellent service.
• Identify and match customer product needs with First United Bank products and services.
• Open new accounts, certificates of deposit, and all other ancillary products offered by the bank.
• Assist customers with routine questions and requests.
• Process a variety of transactions quickly with minimal or no errors according to established policies and procedures.
• Maintain appropriate drawer limits, perform cash verifications and vault duties.
• Verify all transactions and ensure compliance with bank standards and policies.
• Proactively resolve customer complaints, problems, or other issues.
• Review and resolve account issues listed in insufficient and exception reports.
• Perform security functions by opening and closing the bank and vault.

Benefits

• 401(k) matching contributions.
• You First Wellness Program with wellness incentives and fitness membership reimbursement options.
• Educational assistance and reimbursements.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED