Senior Relationship Banker

First United Bank; Kingsland (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

First United Bank in Kingsland is seeking a Senior Relationship Banker to deliver exceptional customer service and sales. Responsibilities include managing customer relationships and compliance audits while mentoring junior staff members.

The ideal candidate should have at least 3 years of banking experience and demonstrate superior customer service skills. Emphasizing relationship management, this role offers potential for career growth in a supportive environment.

Qualifications

• 3 years of banking experience or relatable business acumen.
• Experience in cash handling is required.

Responsibilities

• Manage all customer service duties and relationship management.
• Coordinate branch audits and ensure operational compliance.
• Act as a mentor and trainer for retail banking processes.
• Retain and develop new customer relationships.

Skills

Customer service skills

Cash handling

Time management

Critical thinking

Attention to detail

Effective communication

Education

High School Diploma

Some college

Job description

Senior Relationship Banker

Responsible for all customer service duties, sales, and relationship management while consistently exceeding established goals. Master the First United Bank 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 Teller, Relationship Banker I and Relationship Banker II positions.
• Maintain expert level knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts.
• Serve as subject matter expert at location for customer organizational structure, documentation, and the relationship onboarding process.
• Assess and review the risk tolerance (i.e., CDD, EDD, BSA, AML) for all customers and collaborate with BSA as needed.
• Coordinate branch monthly, quarterly and annual audits; ensuring operational compliance is being maintained by employees.
• Leads by example and serves as a role model for Tellers, Relationship Banker I and II positions.
• Serve as a mentor, coach and trainer for the retail banking customer delivery process.
• Collaborate and coordinate with Financial Center Manager on team meetings and huddles related to retail banking strategy and execution.
• Responsible for monitoring and completion of retail teller and banker compliance training, account exceptions and employee onboarding training within assigned timelines.
• Serve as customers' single point of contact on all First United Bank products and services.
• Identify and match 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.
• Follow proper procedures accurately and efficiently for all customer‑servicing activities performed.
• Consistently exceed performance goals and actively participate in all sales campaigns.
• Retain existing customers and develop new customer relationships.
• Participate in outbound calling efforts to increase bank relationships and business opportunities.

Additional Duties and Responsibilities

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

Employee Specifications

Education and Work Experience

• High School Diploma strongly preferred. Some college strongly preferred.
• Required 3 years of banking experience or relatable business acumen.
• Cash handling experience is required.

Technical/Functional Competencies

• Superior customer service skills required.
• Basic mathematics to solve problems.
• Requires being exact or highly accurate with daily work.
• Ability to effectively read, write, and verbally communicate with customers and co‑workers.
• Ability to manage time effectively and work independently, without close supervisor.
• Ability to use good judgment and exercise decision‑making skills.
• Critical Thinking – requires logic and reasoning to identify solutions, conclusions or approaches to problems.
• Ability to multi‑task.
• Maintain a professional attitude and appearance.
• Behave ethically while at work or outside your work environment.
• Active Listening – actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate.

If any applicant is unable to complete an application or respond to a job opening because of 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.

All Locations: Kingsland