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Full-time
high school
Posted 12d ago
~40 hrs/week
Responsibilities
The Senior Relationship Banker is responsible for managing customer relationships, driving sales, and exceeding performance goals. They also serve as a mentor to junior staff and act as the subject matter expert for retail banking operations and compliance.
Requirements
Candidates must have at least 3 years of banking experience and prior cash handling experience. A high school diploma is strongly preferred, along with strong communication, analytical, and customer service skills.
Full 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
Completes all required compliance exams on a yearly basis.
Adherence to all First United Policies and Procedures.
Dresses professionally.
Other duties as assigned by manager.
EMPLOYEE SPECIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Work Experience
High School Diploma strongly preferred. Some college is strongly preferred.
Required 3 years of banking experience or relatable business acumen.
Cash handling experience is required.
Technical/Functional Competencies
Superior customer service skills required.
Basic mathematics to solve problems.
Requires being 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, without close supervisor.
Ability to use good judgment and exercise decision-making skills.
Critical Thinking – requires logic and reasoning to identify solutions, conclusions or approaches to problems.
Ability to multi-task.
Maintain a professional attitude and appearance.
Behave ethically while at work or outside your work environment.
Active Listening – Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate.
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:
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 HR@firstunitedbank.comfor 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.
First United Bank is a progressive and innovative community banking organization. By virtue of its growth from a single unit bank into a multi-community banking enterprise, First United is categorized as a "Super Community Bank." As one of the largest banking organizations in the Southwest, First United focuses on retail and community banking, targeting consumers and small-to-mid-sized businesses within its market areas.
First United provides a comprehensive range of financial services including retail, commercial, trust, brokerage, mortgage and insurance products. First United is the premier provider of financial products and services in every market we serve. We deliver services through an expansive network of community bank locations throughout Oklahoma and Texas. www.firstunitedbank.com/locations
At First United, we believe that to spend life wisely, you should have a balance in the four pillars of wellness, personal development, financial well-being and faith. Check out our website blog at www.spendlifewisely.com.
Facebook: firstunited1
Twitter: @firstunitedbank
Google+: +firstunitedbank1
YouTube: firstunitedbank1
Member FDIC
NMLS # 400025
Offices: 1400 W Main, Durant, OK 74701, US · 9921 South Western, Oklahoma City, OK 73159, US · 1517 Centre Place Drive, Denton, Texas 76205, US · 6401 South Custer Road, McKinney, Texas 75070, US · 815 South Main Street, Sapulpa, OK 74066, US
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How many Sales jobs are open in Plano, TX right now?
There are currently 632 open sales positions in Plano, TX listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Sales roles in Plano, TX?
Companies currently hiring include Samsung Electronics France, JPMorganChase, NTT DATA North America, Saks Fifth Avenue, Capital One, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Sales jobs in Plano, TX?
Yes — 121 of the 632 open sales positions offer remote or hybrid work (38 remote, 83 hybrid).
How do I apply for Sales jobs in Plano, TX?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.