Relationship Banker I

About This Role

This Relationship Banker role involves establishing deep, multi-generational relationships with customers and connecting them with First United Bank's products and services. The position focuses on providing excellent customer service, sales, and relationship management to inspire and empower individuals to spend life wisely.

Responsibilities

• Maintain a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues
• Follow proper procedures accurately and efficiently for all customer-servicing activities performed
• Retain existing customers and develop new customer relationships
• Serve as customers' single point of contact on all First United Bank products and services
• Consistently meet and exceed performance goals and actively participate in all sales campaigns
• Participate in all meetings, bank functions, and customer appreciation/community events
• Consistently meet customer service expectations by offering excellent service, greeting customers, smiling, using their name, and building rapport
• Identify and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs
• Open new accounts, certificates of deposit, and all other ancillary products offered by the bank
• Assist customers with routine questions and requests: balance inquiries, temporary statements, check copies, stop payments, holds, online banking, ACH, automatic funds transfer, direct deposit, wire processing, coin processing, notary services, and privacy
• Serve customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures
• Maintain appropriate drawer limits, perform cash verifications and vault duties
• Verify all transactions, place holds as appropriate, and prove cash drawer upon completion of assigned shift
• Proactively resolve customer complaints, problems, or other issues
• Review and resolve account issues listed in insufficient and exception reports on daily basis and assist customers with account charge-off repayment plans
• Perform security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds
• Master the Primary Purpose and Essential duties of the Relationship Banker I position

Requirements

• Superior customer service skills
• Basic mathematics to solve problems
• 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
• Ability to use good judgment and exercise decision-making skills
• Critical thinking skills
• Ability to multi-task
• Maintain a professional attitude and appearance
• Behave ethically

Qualifications

• High School Diploma strongly preferred. Some college is strongly preferred.
• One year of retail experience is preferred.

Nice to Have

• High School Diploma
• Some college
• One year of retail experience
• Cash handling experience

Benefits