Relationship Banker I

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

Benefits offered by this job

401(k) matching contributions

YouFirst Wellness Program

Educational assistance

Job summary

First United Bank is seeking a Relationship Banker I in Seguin, Texas. The role involves serving as the single point of contact for customers and matching their financial needs with First United Bank products. Responsibilities include opening accounts, processing transactions, and resolving customer issues while maintaining excellent service standards.

Preferred candidates will have superior customer service skills and some cash handling experience. Benefits include a 401(k) matching program and wellness incentives.

Qualifications

• One year of retail experience preferred.
• Ability to manage time effectively and work independently.
• Logical reasoning and critical thinking to identify solutions.

Responsibilities

• Serve as the single point of contact for customers.
• Open new accounts and assist with routine inquiries.
• Consistently meet customer service expectations.

Skills

Customer service skills

Cash handling

Multitasking

Effective communication

Problem-solving

Education

High School Diploma

Some college

Job description

Relationship Banker I

First United Bank seeks a Relationship Banker I to serve as the single point of contact for customers, matching their financial needs with First United Bank products and services, and mentoring employees to do the same.

Essential Duties

• Maintain basic knowledge of all First United Bank products, services, procedures, policies and regulatory requirements.
• Follow proper procedures accurately and efficiently for all customer-servicing activities.
• Retain existing customers and develop new customer relationships.
• Serve as customers’ single point of contact on all First United Bank products and services.
• Consistently meet or exceed performance goals; actively participate in all sales campaigns; promote new products and services; educate customers and peers.
• Participate in all meetings, bank functions and customer appreciation/community events as requested.
• Consistently meet customer service expectations by offering excellent service, including greeting customers, using their name and building rapport.
• Identify and match customer product needs with First United Bank products and services by interviewing customers and discussing financial needs, including making referrals to other staff.
• Open new accounts, certificates of deposit, and all ancillary products; answer customer questions and complete necessary paperwork.
• Assist customers with routine inquiries and requests such as balance inquiries, temporary statements, check copies, stops, holds, online banking, ACH, automatic funds transfer, direct deposit, wire processing, coin processing, notary services and privacy.
• Process a variety of transactions quickly and accurately according to policies and procedures, including accepting checks, money orders, savings bonds, traveler’s checks, cashier’s checks, and processing payments for loans and services.
• Maintain appropriate drawer limits, perform cash verifications and vault duties; verify all transactions and prove cash drawer upon shift completion.
• Resolve customer complaints, problems, or other issues; review and resolve account issues listed in insufficient and exception reports.
• Perform security functions by opening and closing bank and vault, ensuring overall safety and security of bank grounds.

Employee Specifications

• 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 problem solving.
• Exact or highly accurate daily work.
• Effective reading, writing, and verbal communication with customers and co‑workers.
• Ability to manage time effectively and work independently, with minimal supervision.
• Good judgment and decision‑making skills.
• Logical reasoning and critical thinking to identify solutions.
• Multitasking ability.
• Maintain a professional attitude and appearance; act ethically.
• Active listening and seeking ways to assist customers.

Benefits

• 401(k) matching contributions.
• YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options.
• Educational assistance and reimbursements.

Location & Contact

All Locations: Seguin-East

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

Equal Opportunity Statement

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.