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About the Role

Responsible for all customer service duties, sales, and relationship management while consistently exceeding established goals. Master the First United Bank delivery process and product knowledge to develop customer relationships. Serve as mentor and coach for Tellers, Relationship Bankers I and II. Act as the Subject Matter Expert for Retail Banking Operations controls, including audits, compliance, and regulatory responsibilities for the location.

Responsibilities

Master and perform the primary purpose and essential duties of the Teller, Relationship Banker I and Relationship Banker II positions.
Maintain expert level knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues.
Serve as subject matter expert at location for customer organizational structure, documentation, and the relationship onboarding process.
Assess and review the risk tolerance for all customers and collaborate with BSA as needed.
Coordinate branch monthly, quarterly and annual audits, ensuring operational compliance.
Lead by example and serve as a role model for Tellers, Relationship Banker I and II positions.
Serve as a mentor, coach and trainer for the retail banking customer delivery process.
Collaborate and coordinate with Financial Center Manager on team meetings and huddles related to retail banking strategy and execution.
Monitor and complete retail tellers and banker compliance training, account exceptions and employee onboarding training within assigned timelines.
Serve as customers' single point of contact on all First United Bank products and services.
Identify and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs.
Make referrals to other staff members and departments to ensure customer needs are met.
Follow proper procedures accurately and efficiently for all customer-servicing activities performed.
Consistently exceed performance goals and actively participate in all sales campaigns.
Retain existing customers and develop new customer relationships.
Participate in outbound calling efforts to increase bank relationships and business opportunities.
Complete all required compliance exams on a yearly basis.
Adhere to all First United Policies and Procedures.
Dress professionally.
Perform other duties as assigned by manager.

Requirements

Must be able to perform each essential duty satisfactorily.
Must be able to perform the primary purpose and essential duties of the Teller, Relationship Banker I and Relationship Banker II positions.
Must maintain expert level knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues.
Must serve as subject matter expert at location for customer organizational structure, documentation, and the relationship onboarding process.
Must assess and review the risk tolerance for all customers and collaborate with BSA as needed.
Must coordinate branch monthly, quarterly and annual audits, ensuring operational compliance.
Must lead by example and serve as a role model for Tellers, Relationship Banker I and II positions.
Must serve as a mentor, coach and trainer for the retail banking customer delivery process.
Must collaborate and coordinate with Financial Center Manager on team meetings and huddles related to retail banking strategy and execution.
Must monitor and complete retail tellers and banker compliance training, account exceptions and employee onboarding training within assigned timelines.
Must serve as customers' single point of contact on all First United Bank products and services.
Must identify and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs.
Must make referrals to other staff members and departments to ensure customer needs are met.
Must follow proper procedures accurately and efficiently for all customer-servicing activities performed.
Must consistently exceed performance goals and actively participate in all sales campaigns.
Must retain existing customers and develop new customer relationships.
Must participate in outbound calling efforts to increase bank relationships and business opportunities.
Must complete all required compliance exams on a yearly basis.
Must adhere to all First United Policies and Procedures.
Must dress professionally.
Must perform other duties as assigned by manager.
Must be able to perform each essential duty satisfactorily.
Must be able to perform the primary purpose and essential duties of the Teller, Relationship Banker I and Relationship Banker II positions.
Must maintain expert level knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues.
Must serve as subject matter expert at location for customer organizational structure, documentation, and the relationship onboarding process.
Must assess and review the risk tolerance for all customers and collaborate with BSA as needed.
Must coordinate branch monthly, quarterly and annual audits, ensuring operational compliance.
Must lead by example and serve as a role model for Tellers, Relationship Banker I and II positions.
Must serve as a mentor, coach and trainer for the retail banking customer delivery process.
Must collaborate and coordinate with Financial Center Manager on team meetings and huddles related to retail banking strategy and execution.
Must monitor and complete retail tellers and banker compliance training, account exceptions and employee onboarding training within assigned timelines.
Must serve as customers' single point of contact on all First United Bank products and services.
Must identify and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs.
Must make referrals to other staff members and departments to ensure customer needs are met.
Must follow proper procedures accurately and efficiently for all customer-servicing activities performed.
Must consistently exceed performance goals and actively participate in all sales campaigns.
Must retain existing customers and develop new customer relationships.
Must participate in outbound calling efforts to increase bank relationships and business opportunities.
Must complete all required compliance exams on a yearly basis.
Must adhere to all First United Policies and Procedures.
Must dress professionally.
Must perform other duties as assigned by manager.

Skills

Superior customer service skills
Basic mathematics
Ability to be exact or highly accurate with daily work
Ability to effectively read, write, and verbally communicate with customers and co-workers
Ability to manage time effectively
Ability to work independently, without close supervision
Ability to use good judgment
Decision-making skills
Critical Thinking
Ability to multi-task
Professional attitude
Professional appearance
Ethical behavior
Active Listening

Location

Austin-Medical Parkway

Work Type

Full-time

Experience Level

3 years of banking experience or relatable business acumen
Cash handling experience

Education Level

High School Diploma strongly preferred
Some college is strongly preferred

Benefits

Wide array of benefits for our staff

About the Company

First United Bank is a family-friendly organization with strong ties to the communities we serve.
We practice honesty, integrity, and exceptional customer service as we strive to be the best place, to bank, work and invest.
We are committed to providing excellent career opportunities and a wide array of benefits for our staff.
First United has been voted as one of the top places to work in Oklahoma since 2009.
Honored by OKCBiz Magazine as a "Best Places to Work" organization.

Equal Opportunity

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.
First United is an Equal Opportunity Employer.
To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.