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 ...

60 First United Bank Financial Analyst Jobs Hiring Near You
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 ...
Senior Relationship Banker
Kingsland, TX · On-site
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 ...
Senior Relationship Banker
Kingsland, TX · On-site
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 ...
FIRST UNITED BANK - SPIRIT MORTGAGE PROFILE: * A community bank founded on the core principles that ... Bachelor's degree in Business, Finance, Economics or related field (Preferred) * Excellent customer ...
FIRST UNITED BANK - SPIRIT MORTGAGE PROFILE: * A community bank founded on the core principles that ... Bachelor's degree in Business, Finance, Economics or related field (Preferred) * Excellent customer ...
Identifies 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 ...
Identifies 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 ...
FIRST UNITED BANK - SPIRIT MORTGAGE PROFILE: * A community bank founded on the core principles that ... Bachelor's degree in Business, Finance, Economics or related field (Preferred) * Excellent customer ...
FIRST UNITED BANK - SPIRIT MORTGAGE PROFILE: * A community bank founded on the core principles that ... Bachelor's degree in Business, Finance, Economics or related field (Preferred) * Excellent customer ...
FIRST UNITED BANK - SPIRIT MORTGAGE PROFILE: * A community bank founded on the core principles that ... Bachelor's degree in Business, Finance, Economics or related field (Preferred) * Excellent customer ...
FIRST UNITED BANK - SPIRIT MORTGAGE PROFILE: * A community bank founded on the core principles that ... Bachelor's degree in Business, Finance, Economics or related field (Preferred) * Excellent customer ...
FIRST UNITED BANK - SPIRIT MORTGAGE PROFILE: * A community bank founded on the core principles that ... Bachelor's degree in Business, Finance, Economics or related field (Preferred) * Excellent customer ...
FIRST UNITED BANK - SPIRIT MORTGAGE PROFILE: * A community bank founded on the core principles that ... Bachelor's degree in Business, Finance, Economics or related field (Preferred) * Excellent customer ...
Mortgage FP&A Director
Plano, TX · On-site
That's one of the many reasons First United has been voted as one of the top places to work in ... Partner with the Bank FP&A and Finance teams, as appropriate. Key responsibilities include: FP&A ...
Mortgage FP&A Director
Plano, TX · On-site
That's one of the many reasons First United has been voted as one of the top places to work in ... Partner with the Bank FP&A and Finance teams, as appropriate. Key responsibilities include: FP&A ...
Business Relationship Banker
Temple, TX · On-site
Serve as the primary field-based financial advisor for small business clients, meeting customers at ... Represent First United Bank as a trusted mentor and advocate for local businesses in the field.
Business Relationship Banker
Temple, TX · On-site
Serve as the primary field-based financial advisor for small business clients, meeting customers at ... Represent First United Bank as a trusted mentor and advocate for local businesses in the field.
Business Relationship Banker
Schertz, TX · On-site
Serve as the primary field-based financial advisor for small business clients, meeting customers at ... Represent First United Bank as a trusted mentor and advocate for local businesses in the field.
Business Relationship Banker
Schertz, TX · On-site
Serve as the primary field-based financial advisor for small business clients, meeting customers at ... Represent First United Bank as a trusted mentor and advocate for local businesses in the field.
Full Time Teller - Plainview
Plainview, TX · On-site
$13 - $16.25/hr
First United Bank is accepting applications for a Full Time Teller in our Plainview Banking Center. Essential Job Duties and Responsibilities: * Processes financial transactions promptly and ...
Full Time Teller - Plainview
Plainview, TX · On-site
$13 - $16.25/hr
First United Bank is accepting applications for a Full Time Teller in our Plainview Banking Center. Essential Job Duties and Responsibilities: * Processes financial transactions promptly and ...
Part Time Teller-Amarillo
Amarillo, TX · On-site
$14 - $17.50/hr
First United Bank is accepting applications for a Part Time Teller in our Amarillo Tradewind Banking Center. Essential Job Duties and Responsibilities: * Processes financial transactions promptly and ...
Part Time Teller-Amarillo
Amarillo, TX · On-site
$14 - $17.50/hr
First United Bank is accepting applications for a Part Time Teller in our Amarillo Tradewind Banking Center. Essential Job Duties and Responsibilities: * Processes financial transactions promptly and ...
Full Time Teller - Plainview
Plainview, TX · On-site
$13 - $16.25/hr
First United Bank is accepting applications for a Full Time Teller in our Plainview Banking Center. Essential Job Duties and Responsibilities: * Processes financial transactions promptly and ...
Full Time Teller - Plainview
Plainview, TX · On-site
$13 - $16.25/hr
First United Bank is accepting applications for a Full Time Teller in our Plainview Banking Center. Essential Job Duties and Responsibilities: * Processes financial transactions promptly and ...
Full Time Teller-Childress
Childress, TX · On-site
$13.50 - $16.75/hr
First United Bank is accepting applications for a Full Time Teller in our Childress Banking Center. Essential Job Duties and Responsibilities: * Processes financial transactions promptly and ...
Full Time Teller-Childress
Childress, TX · On-site
$13.50 - $16.75/hr
First United Bank is accepting applications for a Full Time Teller in our Childress Banking Center. Essential Job Duties and Responsibilities: * Processes financial transactions promptly and ...
Full Time Teller-Amarillo
Amarillo, TX · On-site
$13.25 - $16.50/hr
First United Bank is accepting applications for a Full Time Teller in our Amarillo Colonies Banking Center. Essential Job Duties and Responsibilities: * Processes financial transactions promptly and ...
Full Time Teller-Amarillo
Amarillo, TX · On-site
$13.25 - $16.50/hr
First United Bank is accepting applications for a Full Time Teller in our Amarillo Colonies Banking Center. Essential Job Duties and Responsibilities: * Processes financial transactions promptly and ...
Full Time Teller - Sudan
TX · On-site
$12.75 - $16/hr
First United Bank is accepting applications for a Full Time Teller in our Sudan Banking Center. Essential Job Duties and Responsibilities: * Processes financial transactions promptly and accurately
Full Time Teller - Sudan
TX · On-site
$12.75 - $16/hr
First United Bank is accepting applications for a Full Time Teller in our Sudan Banking Center. Essential Job Duties and Responsibilities: * Processes financial transactions promptly and accurately
Full Time Teller - Sudan
Sudan, TX · On-site
$12.75 - $16/hr
First United Bank is accepting applications for a Full Time Teller in our Sudan Banking Center. Essential Job Duties and Responsibilities: * Processes financial transactions promptly and accurately
Full Time Teller - Sudan
Sudan, TX · On-site
$12.75 - $16/hr
First United Bank is accepting applications for a Full Time Teller in our Sudan Banking Center. Essential Job Duties and Responsibilities: * Processes financial transactions promptly and accurately
Part Time Teller-Amarillo
Amarillo, TX · On-site
$14 - $17.50/hr
First United Bank is accepting applications for a Part Time Teller in our Amarillo Tradewind Banking Center. Essential Job Duties and Responsibilities: * Processes financial transactions promptly and ...
Part Time Teller-Amarillo
Amarillo, TX · On-site
$14 - $17.50/hr
First United Bank is accepting applications for a Part Time Teller in our Amarillo Tradewind Banking Center. Essential Job Duties and Responsibilities: * Processes financial transactions promptly and ...
Full Time Teller-Childress
Childress, TX · On-site
$13.50 - $16.75/hr
First United Bank is accepting applications for a Full Time Teller in our Childress Banking Center. Essential Job Duties and Responsibilities: * Processes financial transactions promptly and ...
Full Time Teller-Childress
Childress, TX · On-site
$13.50 - $16.75/hr
First United Bank is accepting applications for a Full Time Teller in our Childress Banking Center. Essential Job Duties and Responsibilities: * Processes financial transactions promptly and ...
Full Time Teller-Amarillo
Amarillo, TX · On-site
$13.25 - $16.50/hr
First United Bank is accepting applications for a Full Time Teller in our Amarillo Colonies Banking Center. Essential Job Duties and Responsibilities: * Processes financial transactions promptly and ...
Full Time Teller-Amarillo
Amarillo, TX · On-site
$13.25 - $16.50/hr
First United Bank is accepting applications for a Full Time Teller in our Amarillo Colonies Banking Center. Essential Job Duties and Responsibilities: * Processes financial transactions promptly and ...
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Job description
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:
Horseshoe Bay
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.com 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.