Retail Business Banker

First United Bank and Trust; Edmond (OK); On-site; USD 40,000 - 70,000; Full time

Job summary

Ein etabliertes Unternehmen sucht einen Retail Business Banker, der für den Kundenservice, Verkauf und Beziehungsmanagement verantwortlich ist. In dieser Rolle sind Sie dafür zuständig, bestehende Kundenbeziehungen zu vertiefen und neue zu entwickeln, während Sie die Ziele des Unternehmens übertreffen. Sie werden als Trainer und Mentor für das Team fungieren und dabei helfen, die Dienstleistungen des Unternehmens zu fördern. Wenn Sie eine Leidenschaft für Kundenservice und eine starke Verkaufsorientierung haben, ist dies die perfekte Gelegenheit für Sie.

Qualifications

• 3 Jahre Erfahrung im Bankwesen oder relevantes Geschäftswissen erforderlich.
• Erforderliche Erfahrung im Umgang mit Bargeld.

Responsibilities

• Verantwortlich für Kundenservice, Verkauf und Beziehungsmanagement.
• Beratung von Kleinunternehmern über Geschäftsleben und Cashflow-Zyklen.

Skills

Kundenservice

Mathematik

Kommunikationsfähigkeiten

Zeitmanagement

Kritisches Denken

Education

High School Diplom

Einige College-Kurse

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.

The Position

Job Title

Retail Business Banker

Job Description

SUMMARY

Responsible for all customer service duties, sales, and relationship management while consistently exceeding established goals. Master the First United Bank small business delivery process and product knowledge to develop customer relationships by performing the following essential duties.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

• Master and perform the primary purpose and essential duties of the Tellers, Relationship Banker I and II positions.
• Maintain expert knowledge of all First United Bank products, services, procedures, policies, and regulatory issues related to daily functions including BSA, Privacy, Fair Lending, Regulation E, deposit, transaction, and loan accounts.
• Consult small business customers on business life and cash flow cycle.
• Serve as subject matter expert for business organizational structure, documentation, and onboarding process.
• Assess and review risk tolerance (CDD, EDD, BSA, AML) for small business customers and collaborate with BSA as needed.
• Serve as a trainer, mentor, and coach for the small business delivery process.
• Serve as the single point of contact for customers on all First United Bank products and services.
• Uphold service level agreements as the liaison between retail teammates, customers, and partners.
• Identify and match customer needs with bank products through interviews and discussions, referring to other staff as necessary.
• Follow proper procedures for all customer activities.
• Consistently exceed performance goals and participate in sales campaigns.
• Coordinate team meetings related to small business strategy.
• Deepen existing customer relationships and develop new ones.
• Participate in outbound calling efforts to increase relationships and opportunities.
• Complete small business reviews and networking commitments.
• Lead by example and serve as a role model for team members.

ADDITIONAL DUTIES AND RESPONSIBILITIES

• Complete all required compliance exams annually.
• Adhere to all policies and procedures.
• Dress professionally.
• Perform other duties as assigned.

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made for individuals with disabilities.

Education and Work Experience

• High School Diploma required; some college preferred.
• Required 3 years of banking experience or relevant business knowledge.
• Cash handling experience required.

Technical/Functional Competencies

• Superior customer service skills required.
• Basic mathematics skills.
• Accuracy in work.
• Effective communication skills.
• Time management and independence.
• Good judgment and decision-making skills.
• Critical thinking.
• Ability to multi-task.
• Professional attitude and appearance.
• Ethical behavior.
• Active listening skills.

Note: This job description is not all-inclusive. Employees may perform other duties as assigned to meet organizational needs.

All Locations:

Edmond

Contact

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. We do not discriminate based on race, color, religion, sex, national origin, or protected characteristics by law.