Relationship Banker I

About the Role:

At First United Bank & Trust, we are dedicated to building a culture of care in the communities we serve. We are committed to building lifelong, multigenerational relationships and using our collective talents to make our community a better, stronger, more stable place, one customer, one family, one company at a time.

Job Summary:

The Relationship Banker will serve as the single point of contact for customers, connecting with them to understand their financial needs and matching them with First United Bank products and services. This individual will be responsible for establishing and cultivating strong personal connections with customers, while also mentoring employees to do the same.

Key Responsibilities:

• Maintains a basic knowledge of all First United Bank products, services, procedures, policies, and regulatory issues relating to daily job functions.
• Follows proper procedures accurately and efficiently for all customer-servicing activities performed.
• 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.
• Participates in all meetings, bank functions, and customer appreciation/community events as requested or assigned by supervisor.
• Consistently meets customer service expectations by offering excellent service, including greeting customers, smiling, using their name, and building rapport with customers designed to generate customer loyalty.
• Identifies and matches customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs.
• Opens new accounts, certificates of deposit, and all other ancillary products offered by the bank.
• Assists customers with routine questions and requests, including 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 to ensure compliance with First United Bank standards and policies.
• Proactively resolves customer complaints, problems, or other issues.
• Reviews and resolves account issues listed in insufficient and exception reports on a daily basis.
• Performs security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds.

Requirements:

• High School Diploma strongly preferred. Some college is strongly preferred.
• Minimum of 1 year of banking experience as a Teller, Lending Assistant, or New Accounts is required.
• Cash handling experience is preferred.
• 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.

What We Offer:

• An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation.
• An opportunity to make a difference in the lives of others, where we embrace our communities and invest our time and our hearts into making a difference.
• Opportunities for personal and professional growth because in order to spend life wisely, we must find our calling, not just a job or career.
• Exceptional benefits that include 401(k) matching contributions because we must have a vision for what our path to success looks like and a plan to sustain us along the way.
• The YouWellness Program with wellness incentives and fitness membership reimbursement options because how we feel each day impacts our life and the lives of those around us.
• Educational assistance and reimbursements.

About First United Bank & Trust:

Our purpose is to inspire and empower others to Spend Life Wisely.