Talent.com
Relationship Banker I
Relationship Banker IFirst United Bank • Dallas, TX, US
No longer accepting applications
Relationship Banker I

Relationship Banker I

First United Bank • Dallas, TX, US
30+ days ago
Job type
  • Full-time
Job description

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.

The Position

Job Title

Relationship Banker I

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 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.

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 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 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.
  • 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 :

    Dallas-Preston Center

    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.

    Create a job alert for this search

    Relationship Banker • Dallas, TX, US

    Related jobs
    Relationship Manager, SVP

    Relationship Manager, SVP

    Associated Bank - Corp • Dallas, TX, United States
    Full-time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...Show more
    Last updated: 24 days ago • Promoted
    Relationship Banker II

    Relationship Banker II

    Cathay Bank - Headquarters • Plano, TX, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager III

    Relationship Manager III

    Cullen / Frost Bankers • Dallas, TX, US
    Full-time
    We value our talented employees and whenever possible strive to help them grow professionally.If you believe this position is right for you, we encourage you to apply!. Our people make all the diffe...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager Senior - AMG, PNC Private Bank

    Relationship Manager Senior - AMG, PNC Private Bank

    USA Jobs • Dallas, TX, US
    Full-time
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 15 hours ago • Promoted • New!
    Business Banker I

    Business Banker I

    Simmons Bank • Dallas, TX, United States
    Full-time
    It's fun to work in a company where people truly BELIEVE in what they're doing!.We're committed to bringing passion and customer focus to the business. The Business Banker I is focused on acquiring,...Show more
    Last updated: 30+ days ago • Promoted
    Business Banker

    Business Banker

    BOK Financial • Addison, TX, United States
    Full-time
    Commercial Banking, Business Banking; Business Banking Credit; Business Development; Relationship Management.Pay Transparency Salary Range : . BOK Financial Corporation Group includes BOKF, NA; BOK Fi...Show more
    Last updated: 21 days ago • Promoted
    Business Relationship Manager I - Officer

    Business Relationship Manager I - Officer

    Chase • Plano, TX, US
    Full-time
    If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Associate

    Relationship Associate

    Grameen America Inc • Dallas, TX, United States
    Full-time
    Grameen America is a nonprofit microfinance organization dedicated to helping low-income women entrepreneurs build businesses to enable upward financial mobility. We envision an inclusive society in...Show more
    Last updated: 30+ days ago • Promoted
    Investment Banker

    Investment Banker

    TradeJobsWorkForce • 75225 University Park, TX, US
    Full-time
    Investment Banker Job Duties : Issues debt and sells equity to raise capital for clients.Conducts re...Show more
    Last updated: 30+ days ago • Promoted
    Virtual Business Banker II

    Virtual Business Banker II

    Capital One • Plano, TX, United States
    Full-time +1
    The Virtual Business Banker II (VBB II) is responsible for daily operations, execution and support of inbound / outbound phone-based retention and sales effort occurring within a phone based environm...Show more
    Last updated: 20 days ago • Promoted
    Inside Sales Mortgage Banker

    Inside Sales Mortgage Banker

    The Federal Savings Bank • Plano, TX, United States
    Full-time
    The Federal Savings Bank is expanding our top inside sales team! We seek experienced, high energy call center / consumer direct mortgage bankers to work bank-provided leads on a 50-state platform in ...Show more
    Last updated: 20 days ago • Promoted
    Sr. Relationship Manager - To 140K + Bonus - Dallas, TX - Job # 2798

    Sr. Relationship Manager - To 140K + Bonus - Dallas, TX - Job # 2798

    The Symicor Group • Dallas, TX, US
    Full-time
    Quick Apply
    Our bank client is seeking to fill a Sr.Relationship Manager role in the Dallas, TX area.The successful candidate will engage in business development activities and solicitation of new business.The...Show more
    Last updated: 30+ days ago
    Community Banking Mortgage officer | Dallas

    Community Banking Mortgage officer | Dallas

    Busey Bank • Dallas, TX, United States
    Full-time
    The Community Banking Mortgage Officer is responsible for developing new business, expanding relationships with current customers and originating quality mortgage loans in accordance with establish...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Banker

    Relationship Banker

    Bank of America • Frisco, TX, US
    Full-time
    Bank Of America Financial Center Representative.At Bank Of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Banker

    Relationship Banker

    Dallas Staffing • Dallas, TX, US
    Full-time
    Career Growth promotional opportunities.Incentive program based on performance.Paid Holidays for Full Time / Part Time Employees. Health, Dental, Vision, 401k match and Life Insurance.Tuition Assis...Show more
    Last updated: 29 days ago • Promoted
    Relationship Banker

    Relationship Banker

    Comerica • Richardson, TX, US
    Full-time
    The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers.T...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager I - Business Banking

    Relationship Manager I - Business Banking

    PNC Financial Services Group • Frisco, TX, United States
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 2 days ago • Promoted
    Business Banker II

    Business Banker II

    Frost Bank • Plano, TX, United States
    Full-time
    It's about helping small businesses achieve big goals.Do you thrive in building relationships with people and care about helping grow their small business? Are you known as a self-starter who adapt...Show more
    Last updated: 30+ days ago • Promoted