First United Bank and Trust
Overview
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. Learn about our culture and benefits, and use the Get Started section to take your first step to being a 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 role is responsible for connecting with customers to understand and match their needs with First United Bank products and services, and for mentoring employees to do the same. The ideal candidate will possess a positive attitude and the ability to establish and cultivate strong personal connections. The individual must be committed to precision and adhering to policies and regulatory standards related 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.
Opportunities to make a difference in the lives of others by investing time and heart into our communities.
Opportunities for personal and professional growth, focusing on finding our calling, not just a job.
Excellent benefits including 401(k) matching contributions and a vision for long-term success.
You First Wellness Program with wellness incentives and fitness membership reimbursement options.
Educational assistance and reimbursements.
Our purpose is to inspire and empower others to Spend Life Wisely. If you relate to this mission, apply to be part of this exciting career path.
Essential Duties:
Maintain a basic knowledge of all First United Bank products, services, procedures, policies and relevant regulatory issues (including Bank Secrecy Act, Privacy, Fair Lending, Regulation E, deposits, transactions and loans).
Follow proper procedures for all customer-servicing activities with accuracy and efficiency.
Retain existing customers and develop new relationships. Serve as the single point of contact for customers on all First United Bank products and services.
Meet and exceed performance goals; participate in sales campaigns; promote and educate customers and peers about products and services.
Participate in meetings, bank functions, and customer appreciation/community events as requested by supervisor.
Provide excellent customer service to build rapport and generate customer loyalty.
Identify customer needs and match them with appropriate products; refer to other staff or departments as needed.
Open new accounts, certificates of deposit, and other products; handle paperwork and data entry.
Assist customers with routine questions and requests (balance inquiries, statements, stop payments, online banking, ACH, transfers, direct deposits, wires, notary, etc.).
Process a variety of transactions accurately and in compliance with bank policies; maintain drawer limits and perform cash vault duties as required.
Verify transactions, manage holds, and balance cash drawer; resolve discrepancies and escalate as needed.
Proactively resolve customer complaints or issues; review and resolve account issues; assist with repayment plans as necessary.
Perform security functions related to opening/closing bank and vault, ensuring safety of premises.
Master the Primary Purpose and Essential Duties 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 and accuracy in daily work.
Ability to read, write, and verbally communicate effectively with customers and coworkers.
Time management and ability to work independently without close supervision.
Good judgment and decision-making skills; critical thinking and problem solving.
Ability to multi-task and maintain a professional attitude and appearance.
Ethical behavior in and out of the workplace; active listening and customer-focused mindset.
The above essential duties are not all-inclusive. Employees may perform other job-related duties as assigned.
#LI-KG1
Locations All locations: Sanger
If you are unable to complete an application due to a disability, please email HR for assistance at HR@firstunitedbank.com.
First United is an Equal Opportunity Employer. We do 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
The Position Job Title:
Relationship Banker I
Job Description:
The Relationship Banker will serve as the single point of contact for customers. This role is responsible for connecting with customers to understand and match their needs with First United Bank products and services, and for mentoring employees to do the same. The ideal candidate will possess a positive attitude and the ability to establish and cultivate strong personal connections. The individual must be committed to precision and adhering to policies and regulatory standards related 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.
Opportunities to make a difference in the lives of others by investing time and heart into our communities.
Opportunities for personal and professional growth, focusing on finding our calling, not just a job.
Excellent benefits including 401(k) matching contributions and a vision for long-term success.
You First Wellness Program with wellness incentives and fitness membership reimbursement options.
Educational assistance and reimbursements.
Our purpose is to inspire and empower others to Spend Life Wisely. If you relate to this mission, apply to be part of this exciting career path.
Essential Duties:
Maintain a basic knowledge of all First United Bank products, services, procedures, policies and relevant regulatory issues (including Bank Secrecy Act, Privacy, Fair Lending, Regulation E, deposits, transactions and loans).
Follow proper procedures for all customer-servicing activities with accuracy and efficiency.
Retain existing customers and develop new relationships. Serve as the single point of contact for customers on all First United Bank products and services.
Meet and exceed performance goals; participate in sales campaigns; promote and educate customers and peers about products and services.
Participate in meetings, bank functions, and customer appreciation/community events as requested by supervisor.
Provide excellent customer service to build rapport and generate customer loyalty.
Identify customer needs and match them with appropriate products; refer to other staff or departments as needed.
Open new accounts, certificates of deposit, and other products; handle paperwork and data entry.
Assist customers with routine questions and requests (balance inquiries, statements, stop payments, online banking, ACH, transfers, direct deposits, wires, notary, etc.).
Process a variety of transactions accurately and in compliance with bank policies; maintain drawer limits and perform cash vault duties as required.
Verify transactions, manage holds, and balance cash drawer; resolve discrepancies and escalate as needed.
Proactively resolve customer complaints or issues; review and resolve account issues; assist with repayment plans as necessary.
Perform security functions related to opening/closing bank and vault, ensuring safety of premises.
Master the Primary Purpose and Essential Duties 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 and accuracy in daily work.
Ability to read, write, and verbally communicate effectively with customers and coworkers.
Time management and ability to work independently without close supervision.
Good judgment and decision-making skills; critical thinking and problem solving.
Ability to multi-task and maintain a professional attitude and appearance.
Ethical behavior in and out of the workplace; active listening and customer-focused mindset.
The above essential duties are not all-inclusive. Employees may perform other job-related duties as assigned.
#LI-KG1
Locations All locations: Sanger
If you are unable to complete an application due to a disability, please email HR for assistance at HR@firstunitedbank.com.
First United is an Equal Opportunity Employer. We do 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