Senior Relationship Banker

3 days ago

Austin, Texas, United States First United Bank and Trust Full time
Job Summary

We are seeking a highly skilled and experienced Senior Relationship Banker to join our team at First United Bank and Trust. As a key member of our retail banking team, you will be responsible for providing exceptional customer service, sales, and relationship management while consistently exceeding established goals.

Key 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 relating to daily job functions.
  • 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 audits; ensuring operational compliance is being maintained by employees.
  • 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.
  • Responsible for monitoring and completion of 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.
  • 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.
Requirements
  • High School Diploma strongly preferred. Some college is strongly preferred.
  • Required 3 years of banking experience or relatable business acumen.
  • Cash handling experience is required.
Technical/Functional Competencies
  • 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.

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