Retail Business Banker

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The Position

Job Title

Retail Business Banker

Job Description

Summary

Responsible for all customer service duties, sales, and relationship management while consistently exceeding established goals. Master the First United Bank small business delivery process and product knowledge to develop customer relationships by performing the following essential duties.

Major Duties and Responsibilities (Essential Functions)

• Master and perform the primary purpose and essential duties of the Tellers, 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.
• Consult small business customers on business life and cash flow cycle.
• Serve as subject matter expert for business organizational structure, business documentation, and the business relationship onboarding process.
• Assess and review the risk tolerance (i.e. CDD, EDD, BSA, AML) for small business customers and collaborate with BSA as needed.
• Serve as a trainer, mentor, and coach for the small business delivery process.
• Serve as customers' single point of contact on all First United Bank products and services.
• Uphold service level agreements as the liaison between Retail teammates, small business customers, and partners (i.e. TM, merchant services, BEO, Loan Officers, etc.).
• 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.
• Coordinate team meetings and huddles related to small business strategy and execution.
• Deepen and enhance existing customers relationships and develop new customer relationships.
• Participate in outbound calling efforts to increase bank relationships and business opportunities.
• Complete small business reviews and networking commitments as assigned.
• Leads by example and serves as a role model for Tellers, Relationship Banker I and II positions.

Additional Duties and Responsibilities

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

Technical / Functional Competencies

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

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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.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.