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First United Bank

Relationship Banker I

First United Bank, Holdenville, Oklahoma, United States, 74848

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Relationship Banker I Join to apply for the

Relationship Banker I

role at

First United Bank .

3 days ago. Be among the first 25 applicants.

Approach serving every customer like they are a family member.

Intuitively aware of the overall picture and able to discern top priorities.

Forge positive and trusting relationships with everyone.

Highly responsible and dependable; always follow through on promises.

Effortlessly handle challenging situations.

Relentless about constant improvement; have a learning mindset.

Revel at the opportunity to provide personalized service that creates customer loyalty.

Addicted to a positive attitude.

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 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 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.

The YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options.

Educational assistance and reimbursements.

At First United Bank 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 one of the select few who will have the chance to experience this exciting career path.

Essential Duties

Maintain a basic knowledge of all First United Bank products, services, procedures, policies and regulatory issues relating to daily job functions.

Follow proper procedures accurately and efficiently for all customer‑servicing activities.

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; promote new products and services and educate customers and peers within the bank.

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 to generate loyalty.

Identify 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.

Open new accounts, certificates of deposit, and all other ancillary products; answer customer questions, provide account opening information, and ensure proper paperwork is completed.

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.

Process a variety of transactions quickly with minimal or no errors according to established policies and procedures; including 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.

Maintain appropriate drawer limits, perform cash versifications and vault duties.

Verify all transactions, places holds as appropriate and prove cash drawer upon completion of assigned shift to ensure compliance with standards and policies.

Proactively resolve customer complaints, problems, or other issues.

Review and resolve account issues listed in insufficient and exception reports on daily basis, assisting customers with account charge‑off repayment plans.

Perform security functions by opening and closing bank and vault, and ensuring overall safety and security 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 is strongly preferred.

One year of retail experience preferred.

Cash handling experience 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 supervision.

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 the work environment.

Active listening – actively look for ways to assist customers; give full attention to what other people are saying, ask questions as appropriate.

The above essential duties do not cover an all‑inclusive list of work requirements. Individuals will perform other job‑related duties as assigned, including work in other areas to cover absences or otherwise balance the workload.

All Locations Holdenville

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. To the extent required by Federal or State law, 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.

Seniority level

Entry level

Employment type

Full‑time

Job function

Finance and Sales

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