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About the Role
The Relationship Banker will serve as the single point of contact for customers, responsible for connecting with them to understand their needs and matching them with First United Bank products and services. This role also involves mentoring employees to do the same, requiring a positive attitude and the ability to establish and cultivate strong personal connections. The individual must be committed to precision and adhere to policies and regulatory standards.
Responsibilities
- Serve as the single point of contact for customers.
- Connect with customers to understand their needs and match them with First United Bank products and services.
- Mentor employees to understand customer needs and product matching.
- Maintain a thorough knowledge of all First United Bank products, services, procedures, policies, and pertinent regulatory issues.
- Follow proper procedures and policies accurately and efficiently for all customer-servicing activities.
- Lead by example and serve as a role model for Tellers and Relationship Banker I positions.
- Retain existing customers and develop new customer relationships.
- Serve as customers' single point of contact on all First United Bank consumer and small business products and services.
- Exceed performance goals and actively participate in all sales campaigns.
- Promote new products and services and educate customers and peers within the bank.
- Continually exceed customer service expectations by offering excellent service.
- Identify and match customer product needs with First United Bank products and services.
- Make referrals to other staff members and departments to ensure customer needs are met.
- Open new accounts, certificates of deposit, safe deposit boxes, and all other ancillary products offered by the bank.
- Answer customer questions, provide account opening information, and ensure proper paperwork is completed and entered on the computer system.
- Assist customers with routine questions and requests.
- Verify all transactions, place holds as appropriate and prove cash drawer upon completion of assigned shift.
- Serve customers by processing a variety of transactions quickly with minimal or no errors.
- Maintain branch cash supply and appropriate drawer limits, perform cash verifications and vault duties.
- Proactively resolve customer complaints, problems, or other issues.
- Review and resolve account issues listed in insufficient and exception reports on a daily basis.
- Assist customers with account charge-off repayment plans.
- Perform security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds.
- Participate in all meetings, bank functions, and customer appreciation/community events as requested or assigned by supervisor.
- Master the Primary Purpose and Essential duties of the Relationship Banker II position.
Requirements
- Minimum of 1 year of banking experience as a Teller, Lending Assistant or New Accounts is required.
- 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.
- 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
- Critical Thinking
- Time Management
- Decision-Making
- Active Listening
Location
- Austin-Medical Parkway
Work Type
- Full-time
Experience Level
- 1+ year of banking experience
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.
- We are committed to building lifelong, multigenerational relationships.
- 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.
- Our 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.