Senior Relationship Banker

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

Job summary

First United Bank is seeking a Senior Relationship Banker to maintain and expand customer relationships while delivering exceptional service. This role will require handling sales activities, mentoring junior staff, and ensuring adherence to regulatory requirements and internal controls.

The position focuses on Plano-Parkwood location with opportunities to contribute to the bank's retail operations and customer onboarding processes, while delivering strong results and cross-selling First United

Qualifications

• Customer service excellence and ability to meet and exceed goals.
• Sales experience and ability to drive banking relationships.

Responsibilities

• Provide customer service duties, sales and relationship management.
• Serve as mentor and coach for tellers and bankers I/II.
• Oversee audits, compliance and regulatory responsibilities for the location.

Skills

Customer service

Sales

Relationship management

Mentoring

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

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

All Locations:

Plano-Parkwood

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.