Relationship Banker II: Grow Trusted Customer Relationships

First United Bank; San Francisco (CA); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Award-winning culture

Community involvement

Growth opportunities

401(k) matching

Wellness program

Educational assistance

Job summary

First United Bank is seeking a Relationship Banker II to serve as the primary contact for customers, opening deposits and accounts, and guiding clients to suitable products. You will nurture long-term relationships through personalized service, accuracy, and proactive problem solving.

The role emphasizes teamwork, compliance with bank policies, and achieving sales targets while delivering a high level of customer care across all interactions.

Qualifications

• High School Diploma strongly preferred; some college preferred.
• One year of retail experience preferred.
• Cash handling experience preferred.
• Excellent customer service is required.

Responsibilities

• Be the single point of contact for customers and match their needs with First United Bank products.
• Open new accounts and ancillary products; explain options and complete paperwork accurately.
• Provide personalized service, handle routine inquiries, and process transactions with precision.
• Promote products and services; meet and exceed sales goals through active participation in campaigns.
• Maintain security procedures and adhere to regulatory standards in daily activities.
• Develop strong customer relationships through attentive service and follow-through on promises.

Skills

Superior customer service

Active listening

Critical thinking

Multi-tasking

Communication skills

Time management

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, opening deposits and accounts, and guiding clients to suitable products. You will nurture long-term relationships through personalized service, accuracy, and proactive problem solving.

The role emphasizes teamwork, compliance with bank policies, and achieving sales targets while delivering a high level of customer care across all interactions.