Senior Relationship Banker

First United Bank; Oklahoma; On-site; USD 60,000 - 80,000; Full time

Job summary

Join a leading bank in Oklahoma as a Senior Relationship Banker, where you'll be responsible for customer service, sales, and relationship management while leading the team to achieve exceptional results. This position offers opportunities for personal growth and development in a collaborative environment focused on excellence.

Qualifications

• Expert knowledge of First United Bank products and services.
• Mentoring experience for banking staff.
• Proficiency in compliance and operational auditing.

Responsibilities

• Manage customer relationships and service duties.
• Conduct compliance audits and oversee regulatory functions.
• Lead and mentor junior banking staff.

Skills

Customer Service

Sales

Relationship Management

Regulatory Compliance

Job description

Senior Relationship Banker page is loaded

Senior Relationship Banker

Apply locations Colbert, OK time type Full time posted on Posted 18 Days Ago job requisition id R 05869

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

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 p rimary 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.

#LI-MD2

• 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:

Colbert

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.

Similar Jobs (2)

Relationship Banker I

locations Colbert, OK time type Full time posted on Posted 2 Days Ago

Relationship Banker I Floater

locations 8 Locations time type Full time posted on Posted 30+ Days Ago

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 our 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. Please take time to browse our open positions and if you find something that matches your interest and qualifications, you can apply right here online.

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