First United Bank and Trust
Overview
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. First United has been voted as one of the top places to work in Oklahoma since 2009. This page outlines First United culture and the many benefits of working here. Use our Get Started section to take your first step to being part of First United.
The Position Job Title : Relationship Banker I
Job Description : The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible for connecting with customers 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 the foundation.
Opportunities for personal and professional growth and to spend life wisely, not just a job or career.
Exceptional benefits including 401(k) matching contributions and wellness incentives.
Educational assistance and reimbursements.
Our purpose is to inspire and empower others to Spend Life Wisely.
Do you GET to Spend Life Wisely in your career? Apply now to be part of this exciting career path.
Essential Duties
Maintain a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions (e.g., Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts).
Follow proper procedures accurately and efficiently for all customer-servicing activities.
Retain existing customers and develop new customer relationships.
Serve as the customer’s single point of contact on all First United Bank products and services.
Meet and often exceed performance goals; participate in sales campaigns; promote new products and educate customers and peers.
Participate in meetings, bank events, and community events as requested or assigned.
Offer excellent customer service by greeting customers, building rapport and using their name to generate loyalty.
Identify customer product needs and match with First United Bank products; refer to other staff as needed.
Open new accounts and other products; provide information and ensure proper paperwork is completed.
Assist customers with routine questions and requests (balance inquiries, statements, notary services, online banking, ACH, etc.).
Process transactions quickly with accuracy according to policy; manage cash and verify drawers.
Verify transactions, place holds as appropriate, and resolve discrepancies; proactively resolve customer complaints or issues.
Review and resolve account issues, assist with repayment plans when needed.
Perform security functions by opening/closing bank and vault and ensuring safety of bank grounds.
Master the Primary Purpose and Essential Duties of the Relationship Banker I position.
Employee Specifications
High School Diploma strongly preferred; some college preferred.
One year of retail experience preferred; cash handling experience preferred.
Superior customer service skills; basic mathematics; accuracy in daily tasks.
Effective reading, writing and verbal communication; time management; ability to work independently without close supervision.
Good judgment and decision-making; critical thinking; ability to multi-task; professional appearance and attitude.
Active listening and willingness to assist customers.
The above essential duties are not all-inclusive. Employees may perform other job-related duties as assigned, including work in other areas to balance workload.
Locations All Locations: Plano-Parkwood
Assistance If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.
First United is an Equal Opportunity Employer. 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.
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The Position Job Title : Relationship Banker I
Job Description : The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible for connecting with customers 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 the foundation.
Opportunities for personal and professional growth and to spend life wisely, not just a job or career.
Exceptional benefits including 401(k) matching contributions and wellness incentives.
Educational assistance and reimbursements.
Our purpose is to inspire and empower others to Spend Life Wisely.
Do you GET to Spend Life Wisely in your career? Apply now to be part of this exciting career path.
Essential Duties
Maintain a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions (e.g., Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts).
Follow proper procedures accurately and efficiently for all customer-servicing activities.
Retain existing customers and develop new customer relationships.
Serve as the customer’s single point of contact on all First United Bank products and services.
Meet and often exceed performance goals; participate in sales campaigns; promote new products and educate customers and peers.
Participate in meetings, bank events, and community events as requested or assigned.
Offer excellent customer service by greeting customers, building rapport and using their name to generate loyalty.
Identify customer product needs and match with First United Bank products; refer to other staff as needed.
Open new accounts and other products; provide information and ensure proper paperwork is completed.
Assist customers with routine questions and requests (balance inquiries, statements, notary services, online banking, ACH, etc.).
Process transactions quickly with accuracy according to policy; manage cash and verify drawers.
Verify transactions, place holds as appropriate, and resolve discrepancies; proactively resolve customer complaints or issues.
Review and resolve account issues, assist with repayment plans when needed.
Perform security functions by opening/closing bank and vault and ensuring safety of bank grounds.
Master the Primary Purpose and Essential Duties of the Relationship Banker I position.
Employee Specifications
High School Diploma strongly preferred; some college preferred.
One year of retail experience preferred; cash handling experience preferred.
Superior customer service skills; basic mathematics; accuracy in daily tasks.
Effective reading, writing and verbal communication; time management; ability to work independently without close supervision.
Good judgment and decision-making; critical thinking; ability to multi-task; professional appearance and attitude.
Active listening and willingness to assist customers.
The above essential duties are not all-inclusive. Employees may perform other job-related duties as assigned, including work in other areas to balance workload.
Locations All Locations: Plano-Parkwood
Assistance If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.
First United is an Equal Opportunity Employer. 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.
#J-18808-Ljbffr