Customer Care Relationship Banker

First United Bank; Durant (OK); On-site; USD 35,000 - 50,000; Full time

Job summary

First United Bank seeks a Customer Care Relationship Banker in Durant, Oklahoma. This role involves connecting with customers via phone to match their needs with bank products while also mentoring employees in delivering excellent service.

The ideal candidate should possess a High School Diploma, with some college preferred, and have retail or customer service experience. The position emphasizes superior customer service skills and the ability to handle multiple tasks effectively.

Qualifications

• One year of retail experience or equivalent customer service experience preferred.
• Ability to effectively read, write, and verbally communicate with customers.
• Must maintain a professional attitude and appearance.

Responsibilities

• Connect with customers over the phone to address their needs.
• Assist with card services and online banking inquiries.
• Open new accounts and ensure proper paperwork is completed.

Skills

Customer service skills

Basic mathematics

Time management

Critical thinking

Education

High School Diploma

Some college

Job description

Customer Care Relationship Banker

The Customer Care Relationship Banker will be responsible for connecting with customers over the phone 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 role is responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals. They will master First United Bank's delivery process and product knowledge to develop customer relationships by performing the following essential duties.

Major Duties and Responsibilities (Essential Functions)

• Receives incoming calls from customers and employees with a broad range of Customer Service inquiries and works to find a solution.
• Assists with card services and customer facing technologies such as online banking, mobile banking, and telephone banking.
• Maintains a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions.
• Follows proper procedures accurately and efficiently for all customer-servicing activities performed.
• Serves as the single point of contact for customers in order to retain existing customers and develop new customer relationships.
• Consistently meets and often exceeds performance goals and actively participates in all sales campaigns; promotes new products and services and educates customers and peers within the bank.
• Participates in all meetings, bank functions, and customer appreciation/community events as requested or assigned by supervisor.
• Consistently meets customer service expectations by offering excellent service over the phone in order to build rapport with customers and generate customer loyalty.
• Identifies and matches 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.

Additional Duties and Responsibilities

• Completes all required compliance exams on a yearly basis.
• Adheres to all First United Policies and Procedures.
• Dresses professionally.
• Other duties as assigned by manager.

Education and Work Experience

High School Diploma required. Some college is strongly preferred. One year of retail experience or equivalent customer service experience is preferred.

Technical / Functional Competencies

• Superior customer service skills.
• Basic mathematics to solve problems; requires being exact or highly accurate with daily work.
• Maintains a positive attitude and ability to establish and cultivate strong personal connections.
• Ability to effectively read, write, and verbally communicate with customers and co-workers.
• Ability to manage time effectively and work independently, without close supervision.
• Uses good judgment and exercises decision-making skills.
• Critical thinking – logic and reasoning to identify solutions, conclusions or approaches to problems.
• Ability to multi-task.
• Maintains a professional attitude and appearance.
• Behaves ethically while at work or outside work environment.
• Practices active listening by actively looking for ways to assist customers through conversation.

Employment Information

All Locations: Durant-Corporate.

Accessibility & Equal Opportunity

If any applicant is unable to complete an application or respond due to 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.