Relationship Banker I

4 months ago

Marble Falls, United States First United Bank & Trust Full time

Job Description

Do you approach serving every customer like they are your family member? Are you intuitively aware of the overall picture and able to discern top priorities? Do you seem to forge positive and trusting relationships with everyone? Are you highly responsible and dependable? Do you always follow through on your promises, no matter what? Do you effortlessly handle challenging situations? Are you relentless about constant improvement? Do you have a learning mindset? Do you revel at the opportunity to provide personalized service that creates customer loyalty? Are you addicted to a positive attitude? Do you commit to meeting deadlines and never miss the little details?

At First United Bank we are dedicated to building a culture of care in the communities we serve and we are committed to building lifelong, multigenerational relationships. We are also 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. Top candidates must be passionate about this mission, instilling it in their team and serving others whether customers, employees or community members. This individual must establish significant and trusting relationships with customers, while using their creativity to find solutions that meet customer needs.

The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible for connecting with customers in order to understand how best to match their needs with First United Bank products and services, as well as mentoring employees to do the same. The ideal candidate will possess a positive attitude and an ability to establish and cultivate strong personal connections. This individual must be committed to precision and adhering to the policies and regulatory standards as they relate to the role.

We Offer:

An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation. We have consistently been named a Best Places to Work in Oklahoma recipient by OKC BIZ 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

At First United Bank our purpose is to inspire and empower others to Spend Life Wisely.

The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals. They will master First United Bank’s delivery process and product knowledge to develop customer relationships by performing the following essential duties.

Essential Duties:

Maintains a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. Follows proper procedures accurately and efficiently for all customer-servicing activities performed. Retains existing customers and develop 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 participate in all sales campaigns; promote new products and services and educate customers and peers within the bank. Participates in all meetings, banks 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. Identifies and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making 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. Assist 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; including but not limited to: accepting checks for cash and deposit; money orders, savings bonds, traveler’s checks, cashier’s checks, accepting and processing payments for loans and other services. Maintains appropriate drawer limits, perform cash versifications 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 policies. Seeks assistance as needed to resolve proof discrepancies. Proactively resolve customer complaints, problems, or other issues. Reviews and resolves account issues listed in insufficient and exception reports on 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 and of the Relationship Banker I position.

Employee Specifications:

High School Diploma strongly preferred. Some college is strongly preferred. One year of retail experience is preferred. 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.

All Locations:

Fredericksburg-Hospital, Fredericksburg-Main, Horseshoe Bay, Kingsland, Marble Falls

  • Relationship Banker I

    3 weeks ago

    Marble Falls, United States First United Bank and Trust Full time

    Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to...

  • Relationship Banker

    7 days ago

    Post Falls, Idaho, United States Quality Talent Group Full time

    Job Title: Relationship BankerWe are seeking a skilled Relationship Banker to join our team at Quality Talent Group. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our customers, understanding their financial needs, and providing personalized solutions to meet those needs.Key Responsibilities:Build...

  • Relationship Banker

    2 weeks ago

    Wappingers Falls, New York, United States Bank of America Full time

    Job Title: Relationship BankerAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker, you will play a critical role in building strong relationships with our clients, understanding their financial needs, and connecting them to the right solutions.Key...

  • Relationship Banker

    2 weeks ago

    Great Falls, Virginia, United States Truist Inc Full time

    Job SummaryWe are seeking a highly skilled and motivated Relationship Banker to join our team at Truist Inc. As a Relationship Banker, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand their financial...

  • Relationship Banker

    2 weeks ago

    Post Falls, Idaho, United States Quality Talent Group Full time

    About the RoleWe are seeking a skilled Relationship Banker to join our team at Wells Fargo. As a Relationship Banker, you will be responsible for building and maintaining relationships with customers, understanding their financial needs, and providing personalized solutions to meet those needs.Key ResponsibilitiesParticipate in building relationships with...

  • Relationship Banker 17th and Holmes

    3 days ago

    Idaho Falls, United States WELLS FARGO BANK Full time

    Job DescriptionJob DescriptionWhy Wells Fargo:Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a...

  • Relationship Banker

    1 month ago

    Granite Falls, United States First Horizon Bank Full time

    Location: On site at location listed in job posting.  If you are a go-to person for advice, then become a First Horizon Bank Relationship Banker! You will work to deepen the relationships with clients as their key contact for personalized banking and advice. You will use product knowledge, expertise, and exceptional customer service skills to help them...

  • Relationship Banker

    1 month ago

    Granite Falls, United States First Horizon Bank Full time

    Location: On site at location listed in job posting.  If you are a go-to person for advice, then become a First Horizon Bank Relationship Banker! You will work to deepen the relationships with clients as their key contact for personalized banking and advice. You will use product knowledge, expertise, and exceptional customer service skills to help them...

  • Relationship Banker

    3 weeks ago

    Wappingers Falls, New York, United States Bank of America Full time

    Job Description:Job Title: Relationship Banker - Financial Services ProfessionalJob Summary:We are seeking a highly motivated and results-driven Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with clients, providing exceptional customer service, and...

  • Relationship Banker

    1 month ago

    Granite Falls, Granite Falls, NC, United States, 28630 First Horizon Bank Full time

    Location: On site at location listed in job posting.  If you are a go-to person for advice, then become a First Horizon Bank Relationship Banker! You will work to deepen the relationships with clients as their key contact for personalized banking and advice. You will use product knowledge, expertise, and exceptional customer service skills to help them...

  • Customer Relationship Banker

    4 weeks ago

    Sioux Falls, South Dakota, United States The First National Bank in Sioux Falls Full time

    Job OverviewPosition Summary:A Customer Relationship Banker is a dynamic and client-oriented financial expert who plays an essential role in delivering a comprehensive array of banking services to our clientele. You will be tasked with fostering customer connections by identifying opportunities for engagement and making informed referrals, executing a...

  • Customer Relationship Banker II

    1 month ago

    Cuyahoga Falls, Ohio, United States Westfield Bank Full time

    Job OverviewThis position is a floating role, covering various locations with reimbursement for travel expenses.Position SummaryThe Universal Banker II (UB II) is dedicated to delivering exceptional customer service to clients of Westfield Bank, aiming to strengthen client relationships through comprehensive engagement with the Sales and Service Excellence...

  • Private Banking Officer I

    2 months ago

    Marble Falls, United States Frost Bank Full time

    Job Description It's about caring for the generations ahead. Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice? At Frost, it's about more than a job. It's about...

  • Customer Engagement Banker I

    1 month ago

    Marble Falls, United States First United Bank & Trust Full time

    Job Overview Do you treat every client interaction as if they are a member of your own family? Are you adept at understanding the broader context while identifying key priorities? Do you naturally build positive and trustworthy connections with others? Are you known for your reliability and commitment to fulfilling your promises? Can you navigate...

  • Business Banker

    4 months ago

    Redwood Falls, United States Minnwest Bank Full time

    Job DescriptionJob DescriptionLocation: Redwood Falls, MNReports to: Market PresidentPosition Summary/Purpose:Minnwest is seeking an individual for a full-time Business Banker position in our Redwood Falls market. Business Bankers have a critical role in providing a knock‐out customer experience and ensuring that our customers are our first priority....

  • Client Relationship Specialist I

    4 weeks ago

    Marble Falls, United States First United Bank & Trust Full time

    Position Overview Are you someone who treats every client as if they are a family member? Do you possess the ability to see the bigger picture while prioritizing effectively? If you excel at building positive and trustworthy connections with others, we want to hear from you. At First United Bank & Trust, we are dedicated to fostering a culture of care within...

  • Universal Banker

    7 days ago

    Post Falls, Idaho, United States Washington Trust Bank Full time

    About the RoleWashington Trust Bank is seeking a dynamic and customer-focused Universal Banker to join our team. As a key member of our branch, you will be responsible for providing exceptional service to our customers, building strong relationships, and driving sales growth.Key ResponsibilitiesEstablish and maintain relationships with customers to...

  • Personal Banker Sioux Falls

    4 months ago

    Sioux Falls, United States Wells Fargo Full time

    Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers with ba Personal Banker, Customer Experience, Banker, Fall, Financial, Banking, Business Services, Relationship

  • Commercial Banker

    4 weeks ago

    Sioux Falls, United States First Western Bank & Trust Full time

    Job DescriptionJob DescriptionFirst Western Bank & Trust has a full-time opening for an experienced Commercial Banker in Sioux Falls.Commercial Banker Benefits Include:Paid Vacation, Sick Leave and HolidaysHealth InsuranceDental InsuranceVision Insurance401k with matching contributionsVolunteer Paid Time OffBanking BenefitsAnd More!Commercial Banker Overview...

  • Relationship Banker

    3 weeks ago

    Great Falls, Montana, United States Bravera Full time

    About the RoleWe are seeking a highly skilled Relationship Banker to join our team at Bravera. As a key member of our banking team, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesCustomer Service: Provide accurate and efficient processing of customer transactions,...