Relationship Banker I Floater
No salary listed
Entry
Norman, OK, USA
In Person
Finance & BankingRetail & Commercial Banking
About the job
Requirements
- A high school diploma is strongly preferred.
- Some college is strongly preferred.
- One year of retail experience is preferred.
- Cash-handling experience is preferred.
- Superior customer service skills are required.
- Basic mathematics skills are required to solve problems.
- The ability to perform daily work accurately is required.
- The ability to read, write, and communicate verbally with customers and co-workers is required.
- The ability to manage time effectively and work independently without close supervision is required.
- Good judgment and decision-making skills are required.
- Critical-thinking skills are required to identify solutions, conclusions, or approaches to problems.
- The ability to multitask is required.
- A professional attitude and appearance must be maintained.
- Ethical behavior at and outside the workplace is required.
- Active-listening skills are required to understand customers, ask appropriate questions, and identify ways to assist them.
Responsibilities
- Maintain basic knowledge of First United Bank products, services, procedures, policies, and applicable regulatory issues, including the Bank Secrecy Act, privacy requirements, fair lending, Regulation E, and deposit, transaction, and loan accounts.
- Follow customer-service procedures accurately and efficiently.
- Retain existing customers and develop new customer relationships.
- Serve as the single point of contact for customers regarding First United Bank products and services.
- Meet or exceed performance goals and participate in sales campaigns; promote products and services and educate customers and peers.
- Participate in meetings, bank functions, and customer appreciation or community events as assigned.
- Provide customer service by greeting customers, building rapport, and generating customer loyalty.
- Identify customer product needs by interviewing customers and discussing their financial needs; make referrals to staff members and departments as appropriate.
- Open new accounts, certificates of deposit, and other bank products; answer customer questions, provide account-opening information, and complete and enter required paperwork in the computer system.
- Assist customers with balance inquiries, temporary statements, check copies, stop payments, holds, online banking, automated clearing house transactions, automatic funds transfers, direct deposits, wire processing, coin processing, notary services, and privacy matters.
- Process customer transactions, including checks for cash and deposit, money orders, savings bonds, travelers' checks, cashier's checks, and loan or other service payments, according to bank policies and procedures.
- Maintain drawer limits, perform cash verifications, and complete vault duties.
- Verify transactions, place holds when appropriate, and prove the cash drawer at the end of the shift; seek assistance to resolve discrepancies.
- Resolve customer complaints, problems, and other issues proactively.
- Review and resolve account issues in insufficient-funds and exception reports; assist customers with account charge-off repayment plans.
- Perform security functions by opening and closing the bank and vault and ensuring the safety and security of the bank grounds.
- Complete required annual compliance examinations.
- Adhere to First United Bank policies and procedures.
- Perform other assigned duties, including work in other areas to cover absences or balance workload.
Desired Qualifications
- A high school diploma is strongly preferred.
- Some college is strongly preferred.
- One year of retail experience is preferred.
- Cash-handling experience is preferred.
About the company
First United Bank is a community banking organisation serving individuals, families and small-to-mid-sized businesses in Oklahoma and Texas. Its services include retail and commercial banking, mortgages, insurance, trust and brokerage products, with community banking locations supporting local customer relationships. Deposits, lending and treasury services support everyday money management, business cash flow and financing needs, while wealth services address longer-term financial goals. The bank combines personal service with digital channels, including online banking, account opening, bill payments and remote deposit capture. Established in 1900, First United Bank is headquartered in Durant, Oklahoma, United States.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Durant, OK
Founded
1900
Get referred to First United Bank
See people who can refer or advise you
Simplify's Take
What believers are saying
- Retirement savings receive support: First United matches 50% of employee contributions on up to 6% of monthly salary.
- Study support follows a year of service: eligible full-time employees receive up to $2,000 annually for approved education.
- Systems work includes peer learning: the Plano HRIS role engages with Workday Community, customer groups and professional networks.
What critics are saying
- Customer service includes sales targets: the Oklahoma City relationship-banker vacancy requires meeting or exceeding established performance goals.
- Digital support requires prior experience: the Durant specialist vacancy requires two to five years in digital or online banking operations.
- Systems eligibility requires experience: the senior analyst vacancy requires five years in HRIS and three to five years with Workday.
What makes First United Bank unique
- Ownership is private: the exact corporate profile identifies First United as a privately held company.
- Its purpose uses four pillars: First United organises Spend Life Wisely around faith, finances, wellness and personal growth.
- Its network has regional breadth: First United lists 75 community banks across Oklahoma and Texas.
Help us improve and share your feedback! Did you find this helpful?