Relationship Banker

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. 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 find out more about the First United culture and the many benefits of working here.

Then, use our  Get Started  section to take your first step to being a part of First United.

All Locations:
Edmond

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 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 You First Wellness 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.

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.

• 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…