Full-Time
Senior Relationship Banker
Updated on 9/3/2026
First United Bank
Community banking and financial services
No salary listed
Kingsland, TX, USA
In Person
Category
 Finance & Banking (1) |
|---|
Required Skills
Sales
Customer Service
Requirements
- At least 3 years of banking experience or relatable business acumen is required.
- Cash-handling experience is required.
- Superior customer service skills are required.
- Basic mathematics skills are required to solve problems.
- Accuracy in daily work is required.
- The ability to read, write, and verbally communicate effectively with customers and coworkers is required.
- The ability to manage time effectively and work independently without close supervision is required.
- The ability to use good judgment and make decisions is 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 are required.
- Ethical behavior at work and outside the work environment is required.
- Active listening skills are required to understand customers and identify ways to assist them.
Responsibilities
- Perform the primary purpose and essential duties of the Teller, Relationship Banker I, and Relationship Banker II positions.
- Maintain expert knowledge of bank products, services, procedures, policies, and regulatory issues, including the Bank Secrecy Act, privacy, fair lending, Regulation E, and deposit, transaction, and loan accounts.
- Serve as the location subject matter expert for customer organizational structure, documentation, and relationship onboarding.
- Assess and review customer risk tolerance, including customer due diligence, enhanced due diligence, the Bank Secrecy Act, and anti-money-laundering requirements, and collaborate with the Bank Secrecy Act team as needed.
- Coordinate branch monthly, quarterly, and annual audits and ensure employees maintain operational compliance.
- Lead by example and serve as a role model for Tellers and Relationship Bankers I and II.
- Mentor, coach, and train employees on the retail banking customer-delivery process.
- Collaborate with the Financial Center Manager on team meetings and huddles related to retail banking strategy and execution.
- Monitor and complete retail teller and banker compliance training, account exceptions, and employee onboarding training within assigned timelines.
- Serve as customers' single point of contact for all bank products and services.
- Identify customer product needs and match them with bank products and services by interviewing customers and discussing their financial needs.
- Make referrals to other staff members and departments to ensure customer needs are met.
- Follow proper procedures accurately and efficiently for customer-servicing activities.
- Exceed performance goals and participate in sales campaigns.
- Retain existing customers and develop new customer relationships.
- Participate in outbound calling efforts to increase bank relationships and business opportunities.
- Complete all required annual compliance examinations.
- Adhere to all bank policies and procedures.
- Perform other duties assigned by the manager.
Desired Qualifications
- A high school diploma is strongly preferred.
- Some college education is strongly preferred.
First United Bank is a community bank providing personal, business, mortgage, and wealth services. Its offerings include deposits, lending, treasury management, insurance, investments, and financial guidance. Branches and digital channels serve individuals, families, businesses, and local organizations. The bank combines regulated financial products with relationship-based service, helping households and organizations manage everyday accounts as well as home ownership, business capital, cash flow, risk protection, and long-term wealth decisions.
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Headquarters
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Founded
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