Bilingual Customer Care Relationship Banker

First United Bank; Sherman (TX); On-site; USD 35,000 - 55,000; Full time

Job summary

First United Bank in Durant/Sherman area is seeking a bilingual Customer Care Relationship Banker to connect with customers by phone in English and Spanish, addressing financial needs with our products and services.

This role combines customer service, sales and relationship management, requiring fluency in both languages to serve a diverse customer base and achieve goals.

Qualifications

• Fluency in both English and Spanish (spoken and written) is required.
• One year of retail or equivalent customer service experience preferred.
• High School Diploma required; some college preferred.

Responsibilities

• Handle incoming calls in English and Spanish to address customer inquiries.
• Assist with card services and online/mobile/telephone banking, bilingual support.
• Maintain knowledge of bank products and policies to inform customers.
• Serve as single point of contact to retain and grow customer relationships across language groups.
• Meet or exceed performance goals and participate in sales campaigns.

Skills

Bilingual English/Spanish

Customer service

Communication skills

Time management

Problem solving

Education

High School Diploma

Some college preferred

Tools

CRM software

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.

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

Bilingual Customer Care Relationship Banker

Job Description

The Bilingual (English/Spanish) Customer Care Relationship Banker will be responsible for connecting with customers over the phone to understand and meet their financial needs using First United Bank’s products and services. This individual must be fluent in both English and Spanish to effectively serve and communicate with our diverse customer base. The role includes customer service, sales, and relationship management while reaching or exceeding established goals. This banker will master First United Bank’s delivery process and product knowledge to develop strong customer relationships by performing the following essential duties.

Major Duties And Responsibilities (essential Functions)

• Receives incoming calls from customers and employees — both English and Spanish-speaking — with a broad range of Customer Service inquiries and works to find effective solutions.
• Provides assistance with card services and customer-facing technologies such as online banking, mobile banking, and telephone banking, ensuring bilingual support is consistently available.
• Maintains a thorough knowledge of all First United Bank products, services, procedures, and policies, communicating information clearly and accurately in both English and Spanish.
• Follows all proper procedures accurately and efficiently for customer-servicing activities performed.
• Serves as a single point of contact for customers in order to retain existing customers and develop new customer relationships across both language groups.
• Consistently meets and often exceeds performance goals, actively participates in sales campaigns, promotes new products and services, and educates customers and peers within the bank.
• Participates in meetings, bank functions, and customer appreciation/community events as requested or assigned by a supervisor.
• Consistently delivers excellent customer service by offering personalized, bilingual support over the phone to build rapport and generate customer loyalty.
• Identifies and matches customer product needs with First United Bank offerings by interviewing customers in their preferred language and referring them appropriately to ensure all needs are met.

Additional Duties And Responsibilities

• Completes all required compliance exams annually.
• Adheres to all First United Bank policies and procedures.
• Dresses professionally and represents the bank positively in all interactions.
• Other duties as assigned by manager.

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made for individuals with disabilities to perform the essential functions.

Education And Work Experience

• High School Diploma required; some college preferred.
• One year of retail or equivalent customer service experience preferred.
• Fluency in both English and Spanish (spoken and written) is required.

Technical/Functional Competencies

• Superior customer service and communication skills in both English and Spanish.
• Basic mathematics to solve problems accurately.
• Demonstrated precision and attention to detail in daily work.
• Positive attitude and ability to establish and cultivate strong personal connections.
• Ability to effectively read, write, and verbally communicate with customers and co-workers in both languages.
• Time management skills and ability to work independently with minimal supervision.
• Good judgment and decision-making skills.
• Critical thinking and problem-solving abilities.
• Ability to switch between tasks effectively and efficiently.
• Professional demeanor and ethical behavior both inside and outside the workplace.
• Active listening skills, with a focus on identifying and meeting customer needs through conversation — in both English and Spanish.

All Locations:

Durant-Corporate, Sherman-Taylor Street

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [e-mail] 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.