Relationship Banker I

3 weeks ago


Durant, Oklahoma, United States First United Bank & Trust Full time

About the Role:

We are seeking a highly skilled and motivated Relationship Banker I to join our team at First United Bank & Trust. As a Relationship Banker I, you will be responsible for building and maintaining strong relationships with our customers, providing exceptional customer service, and promoting our bank's products and services.

Key Responsibilities:

  • Maintain a basic knowledge of all First United Bank products, services, procedures, policies, and regulatory issues.
  • Follow proper procedures accurately and efficiently for all customer-servicing activities performed.
  • Retain existing customers and develop new customer relationships.
  • Serve as customers' single point of contact on all First United Bank products and services.
  • Consistently meet and often exceed performance goals and actively participate in all sales campaigns.
  • Participate in all meetings, bank functions, and customer appreciation/community events as requested or assigned by supervisor.
  • Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name, and building rapport with customers designed to generate customer loyalty.
  • Identify and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs.
  • Open new accounts, certificates of deposit, and all other ancillary products offered by the bank.
  • Assist customers with routine questions and requests.
  • Serve customers by processing a variety of transactions quickly with minimal or no errors.
  • Maintain appropriate drawer limits, perform cash verifications, and vault duties.
  • Verify all transactions, place holds as appropriate, and prove cash drawer upon completion of assigned shift.
  • Proactively resolve customer complaints, problems, or other issues.
  • Review and resolve account issues listed in insufficient and exception reports on a daily basis.
  • Perform 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.

About First United Bank & Trust:

We are a dedicated team of professionals committed to building a culture of care in the communities we serve. Our mission is to inspire and empower others to Spend Life Wisely. We offer a comprehensive benefits package, including 401(k) matching contributions, the YouWellness Program with wellness incentives and fitness membership reimbursement options, educational assistance and reimbursements, and more.

How to Apply:

If you are a motivated and customer-focused individual who is passionate about building strong relationships and providing exceptional customer service, we encourage you to apply for this exciting opportunity. Please submit your application, including your resume and a cover letter, to [insert contact information].


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