Senior Relationship Banker

First United Bank; McKinney (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

First United Bank is seeking a Senior Relationship Banker to service customers, manage relationships, and drive sales while ensuring regulatory compliance and accurate onboarding.

The role involves mentoring tellers and relationship bankers, maintaining product knowledge, and coordinating audits. Strong customer service, communication, and ethical conduct are essential.

Qualifications

• Superior customer service skills.
• Ability to read, write, and communicate with customers and coworkers.
• Strong math skills for daily tasks.
• Ability to multi-task and work independently.
• Ethical behavior and professional appearance.

Responsibilities

• Deliver exceptional customer service while meeting sales goals.
• Mentor and coach tellers and relationship bankers at the location.
• Oversee retail banking operations, audits, and regulatory responsibilities.
• Identify customer needs and refer to appropriate products and services.
• Ensure compliance training and onboarding for staff are completed on time.

Skills

Customer service

Active listening

Time management

Communication

Sales skills

Cash handling

Education

High School Diploma preferred

Some college preferred

3 years banking experience

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.

Senior Relationship Banker

Job Description

SUMMARY

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. Serve as mentor and coach for Tellers, Relationship Bankers I and II. The Subject Matter Expert for Retail Banking Operations controls including audits, compliance and regulatory responsibilities for the location.

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 Manger on team meetings and huddles related to retail banking strategy and execution.
• Responsible for monitoring and completion of retail tellers 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

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 to enable individuals with disabilities to perform the essential functions.

Education and Work Experience

• High School Diploma strongly preferred.
• Some college is 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.

NOTE:

This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:McKinney-Craig Ranch

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.

First United Bank is a family-friendly organization with strong ties to the communities we serve. We practice honesty, integrity, and exceptional customer service as we strive to be the best place, to bank, work and invest. We are committed to providing excellent career opportunities and a wide array of benefits for our staff. And, in recognition of First United's commitment to being a premier employer, we've been honored by OKCBiz Magazine as a "Best Places to Work" organization. As one of only 30 organizations and companies to receive this prestigious designation, we're very proud of this accomplishment! The key to First United's success is, and always will be, our exceptional people. Our employees share a desire to provide the best possible service to our customers and they work creatively, set high Standards for themselves, and stick to them.

We look forward to meeting you and wish you the best in your career!