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About the Role

The Relationship Banker will serve as the single point of contact for customers, connecting with them to understand their needs and match them with First United Bank products and services. This role involves mentoring employees, maintaining a positive attitude, and establishing strong personal connections while adhering to policies and regulatory standards.

Responsibilities

• Responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals.
• Master First United Bank’s delivery process and product knowledge to develop customer relationships.
• Maintains a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues.
• Follows proper procedures accurately and efficiently for all customer-servicing activities.
• Retains existing customers and develops new customer relationships.
• Serves as customers' single point of contact on all First United Bank products and services.
• Consistently meets and often exceeds performance goals and actively participates in all sales campaigns.
• Promotes new products and services and educates customers and peers within the bank.
• Participates in all meetings, banks functions, and customer appreciation/community events.
• Consistently meets customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport.
• Identifies and matches customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs.
• Makes referrals to other staff members and departments to ensure customer needs are met.
• Opens new accounts, certificates of deposit, and all other ancillary products offered by the bank.
• Answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system.
• Assists customers with routine questions and requests: balance inquiries, temporary statements, check copies, stop payments, holds, online banking, ACH, automatic funds transfer, direct deposit, wire processing, coin processing, notary services, and privacy.
• Serves customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures.
• Maintains appropriate drawer limits, performs cash verifications and vault duties.
• Verifies all transactions, places holds as appropriate and proves cash drawer upon completion of assigned shift.
• Proactively resolves customer complaints, problems, or other issues.
• Reviews and resolves account issues listed in insufficient and exception reports on a daily basis.
• Assists customers with account charge-off repayment plans.
• Performs security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds.
• Masters the Primary Purpose and Essential duties of the Relationship Banker I position.

Requirements

• Superior customer service skills required.
• Basic mathematics to solve problems.
• Requires being 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 and work independently, without close supervisor.
• Ability to use good judgment and exercise decision-making skills.
• Critical Thinking – requires logic and reasoning to identify solutions, conclusions or 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 – Actively looking for ways to assist customers.
• Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate.

Skills

• Customer service
• Sales
• Relationship management
• Product knowledge
• Regulatory compliance
• Cash handling
• Mathematics
• Communication
• Time management
• Decision-making
• Critical thinking
• Multi-tasking
• Professionalism
• Ethics
• Active listening

Location

• Austin-Medical Parkway

Work Type

• Full-time

Experience Level

• One year of retail experience is preferred
• Cash handling experience is preferred

Education Level

• High School Diploma strongly preferred
• Some college is strongly preferred

Benefits

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

About the Company

• First United Bank is dedicated to building a culture of care in the communities we serve and is committed to building lifelong, multigenerational relationships.
• We are committed to using our collective talents to make our community a better, stronger, more stable place, one customer, one family, one company at a time.
• Our goal is to educate, empower, and inspire each person to reach their highest purpose, to realize their fullest potential, and to accomplish their greatest success.
• First United Bank's purpose is to inspire and empower others to Spend Life Wisely.

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.