Client-Centric Banking Advisor II

First United Bank; Frisco (TX); On-site; USD 45,000 - 73,000; Full time

Job summary

First United Bank is seeking a Relationship Banker II to serve as the primary contact for customers at our Frisco location. You will understand customer needs and connect them with First United Bank products and services while mentoring colleagues to do the same.

The role emphasizes building trust, delivering precise service, and adhering to regulatory standards, with a focus on personal connections and community impact.

Qualifications

• High School Diploma strongly preferred.
• Some college strongly preferred.
• One year of retail experience preferred.
• Cash handling experience preferred.
• Superior customer service skills required.
• Basic mathematics for daily tasks.

Responsibilities

• Serve as customers' single point of contact for all bank products and services.
• Open new accounts and related banking products; process paperwork accurately.
• Maintain regulatory compliance and accurate records during daily transactions.
• Assist customers with routine questions (online banking, wires, transfers, notary).
• Proactively resolve customer issues and build lasting relationships.

Skills

Customer service

Cash handling

Time management

Communication

Education

High School Diploma

Some college

Job description

First United Bank is seeking a Relationship Banker II to serve as the primary contact for customers at our Frisco location. You will understand customer needs and connect them with First United Bank products and services while mentoring colleagues to do the same.

The role emphasizes building trust, delivering precise service, and adhering to regulatory standards, with a focus on personal connections and community impact.