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About the Role

This position is responsible for managing, directing, and accepting overall accountability for the travel team performance in support of the region, including the execution of the sales and service cultures across supported markets, and empowering customers to spend life wisely. Responsible for supporting operational compliance and internal controls, and compliance with all laws, regulations, and corporate policies.

Responsibilities

Demonstrates and promotes high ethical standards and behaviors in accordance with the values of First United.
Maintain expert level knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues.
Availability for daily travel within the region and occasional travel outside of it.
Builds internal and external relationships through exceptional problem resolution, ownership, and follow-through.
Promotes teamwork, cooperation, and collaboration.
Collaborates with other managers in a team setting to protect and deliver upon bank sales, service, and operational standards and policies.
Master the Primary Purpose and Essential Duties of the Senior Relationship Banker, and Relationship Banker Roles.
Serves as the interim manager fulfilling the role of Financial Center Manager and/or Senior Relationship Banker as required.
Leads by example and serves as a role model for retail teammates across the region.
Demonstrates advanced product and sales knowledge of all retail and small business products.
Observes and Participates in sales processes including behaviors during cross-selling at new account openings, lobby observations, customer profiling, target setting, and call preparation.
Collaborates with various teams to support staffing needs by priority.
Actively participates in Regional Retail Leadership Meetings and Calls.
Scales retail initiatives to provide guidance for the regional travel team with measurable KPI’s.
Manages the hiring of non-officers onto the travel team.
Facilitates on-boarding of new travel teammates.
Manages travel team employees: training, coaching, planning, assigning and directing work, appraising performance, rewarding and disciplining employees, addressing complaints, and resolving problems.
Conducts 1-2 Mock Audits (No Scores) per month with a goal of completing 1 for every community bank location per year.
Provide written feedback to the local retail leadership team, Community Bank President, the Regional Operations Manager, and the Regional Retail Manager.
Conducts regular one-on-one meetings with direct reports.
Attends periodic HR training and counsels employees regarding HR policies and procedures.
Represents the bank in the community by participating in 1-2 community bank sponsored functions per quarter.
Observe day-to-day operations and provide timely feedback when on site.
Maintain less than 5 total outstanding exceptions personally at all times.
Conduct Quarterly Monitoring Check-in’s/Spot Checks for all Community Banks.
Completes all required compliance exams on a yearly basis.
Adherence to all First United Policies and Procedures.
Dresses professionally.

Requirements

Individual must be able to perform each essential duty satisfactorily.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Skills

Strong financial and regulatory expertise with the banking industry.
Strong negotiation skills.
Strong leadership, communication, organization, and analytical skills.
Excellent interpersonal skills.
Strong financial analytical and underwriting skills.
Extensive leadership versatility and an ability to relate with and understand varying mindsets within a diverse organization.
Ability to manage a wide range of projects.
Complex thinking capacity and skills.
Ability to lead others to comprehend complex issues from a higher level and bring value to management.

Location

Austin-Seven Oaks
Marble Falls
Seguin-Main

Work Type

Travel

Experience Level

One year relevant industry and management experience in banking or retail preferred.

Education Level

Bachelor’s degree in Finance or related field is preferred.

Benefits

Many benefits of working here.

About the Company

We have a great team of friendly, talented and inspiring people at First United.
As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions.
First United has been voted as one of the top places to work in Oklahoma since 2009!

Equal Opportunity

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.