Qureos Mentor

First United Bank

<div><h2 class="jobSectionHeader">Join Our Team!</h2>
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 &quot;Get Started&quot; section to take your first step to being a part of First United.<h2 class="jobSectionHeader">
The Position</h2><h3 class="jobSectionHeader">
Job Title</h3>
Treasury Management Client Support Specialist II<h3 class="jobSectionHeader">
Job Description</h3>
SUMMARY
This position is responsible for providing high-quality Treasury Management (TM) service and operational support to business customers by performing accurate product setups and maintenance, delivering customer training and installations, troubleshooting issues, and supporting clients and internal partners via phone and email while adhering to bank policies, procedures, and regulatory requirements.
MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)
<ul><li>Perform Treasury Management product setups across multiple systems, coordinating with internal departments as needed to ensure accurate and timely implementation.</li><li>
Complete ongoing maintenance and updates to Treasury Management product setups.</li><li>
Review service requests for completeness, proper authorization, and potential risk indicators prior to processing.</li><li>
Ensure all setups, maintenance, and changes adhere to established internal controls.</li><li>
Provide customer support via phone and email and own issues through research, coordination, escalation, and follow-up communication.</li><li>
Deliver customer training and equipment installations through phone, virtual meetings, and written instructions to support effective use of Treasury Management products and services.</li></ul>
ADDITIONAL DUTIES AND RESPONSIBILITIES<ul><li>
Support Treasury Management products, services, and systems for external customers and internal partners.</li><li>
Adhere to established internal controls and escalate potential fraud or risk concerns.</li><li>
Ensure compliance with applicable guidelines, including ACH/NACHA rules.</li><li>
Maintain accurate customer documentation and record retention standards.</li><li>
Document customer interactions, issues, and resolutions in tracking systems.</li><li>
Troubleshoot ACH and Positive Pay file uploads and assist with complex support issues.</li><li>
Participate in testing of new Treasury Management products and system enhancements.</li><li>
Coordinate with third‑party vendors to support product setups and maintenance.</li><li>
Complete required compliance training and adhere to company policies.</li><li>
Perform other duties as assigned.</li></ul>
EMPLOYEE SPECIFICATIONS
To perform this role successfully, an individual must be able to satisfactorily perform each essential duty listed. The requirements outlined below represent the knowledge, skills, and abilities necessary for the position. Reasonable accommodation may be provided to enable individuals with disabilities to perform the essential functions of the job.
Education and Work Experience
<ul><li>High school diploma or GED required.</li><li>
Associate&rsquo;s degree or some college coursework in business, finance, or a related field preferred.</li><li>
Minimum of two years of banking experience required.</li><li>
Minimum of two years of customer service experience required, specifically in a phone-based support role.</li><li>
Knowledge of financial institution policies and procedures preferred.</li><li>
Banking operations, commercial banking, payments, or Treasury Management experience preferred.</li></ul>
Technical/Functional Competencies<ul><li>
Strong knowledge of Treasury Management products, including ACH, wires, Positive Pay, remote deposit capture, online banking platforms, and related workflows; familiarity with NACHA rules preferred.</li><li>
Strong analytical and problem-solving skills with the ability to troubleshoot complex Treasury product issues accurately and efficiently.</li><li>
Demonstrated accuracy, attention to detail, and timeliness in Treasury Management setups, maintenance, and ongoing support.</li><li>
Ability to manage multiple priorities, meet deadlines, and perform effectively in a fast-paced, high-volume, customer-focused environment.</li><li>
Strong interpersonal, written, and verbal communication skills with a high level of professionalism, sound judgment, and service orientation.</li><li>
High level of responsiveness to customer and internal partner inquiries while adhering to compliance, audit, and risk management standards.</li><li>
Strong organizational skills with the ability to maintain focus and productivity during frequent phone, email, and computer-based interactions.</li><li>
Proficiency in Microsoft Office applications, including Word, Excel, and Outlook.</li><li>
Ability to work scheduled hours aligned with business banking support needs; occasional overtime may be required during system upgrades or critical projects.</li><li>
Demonstrated initiative, flexibility, and willingness to take on additional responsibilities as needed.</li></ul>
NOTE: This job description is not intended to be all-inclusive. Employees may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.
#LI-BR1<h3 class="jobSectionHeader">
All Locations:</h3>
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.<h3 class="jobSectionHeader">
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.</h3></div>

Treasury Management Client Support Specialist II

<div><h2 class="jobSectionHeader">Join Our Team!</h2>
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 &quot;Get Started&quot; section to take your first step to being a part of First United.<h2 class="jobSectionHeader">
The Position</h2><h3 class="jobSectionHeader">
Job Title</h3>
Internal Auditor I/II<h3 class="jobSectionHeader">
Job Description</h3>
SUMMARY
The Auditor I or II will assist in performance of financial, operational, and compliance audits. Apply risk assessment and critical thinking skills to scenarios encountered and identify any potential issues. Communicate identified issues with business process owners to ensure any potential concerns are addressed in a timely and effective manner.
MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)
Performs audit procedures, including developing criteria, reviewing and analyzing evidence, and documenting processes and procedures. Conducts interviews, reviews documents, develops and completes required testwork, composes summary memos, and prepares working papers. Identifies, develops, and documents audit issues and recommendations for improvement using independent judgment concerning areas being reviewed. Identifies root causes and effectively communicates audit findings and recommendations to business process owners. Coordinates with external auditors in completion of annual financial audits and outsourced audits. Performs audit finding follow-up with bank process owners to ensure that corrective actions have been effectively implemented as prescribed in audit reports. Conducts and/or assists in the completion of special-request projects on an as-needed basis.
ADDITIONAL DUTIES AND RESONSIBILITIES<ul><li>
Obtain and maintain current knowledge of changes in banking and financial services related laws and regulations</li><li>
Good understanding of accounting and audit standards.</li><li>
Travels to Oklahoma and Texas locations for the day (periodically) or overnight (approximately 5%).</li></ul>
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<ul><li>
Bachelor&rsquo;s degree in accounting, finance, business, or other applicable field.</li><li>
At least one year of experience working in an internal audit and/or public accounting capacity.</li><li>
Audit Certification encouraged - Certified Internal Auditor (CIA), Certified Public Accountant (CPA), or Certified Information System Auditor (CISA) are preferred.</li></ul>
Technical/Functional Competencies<ul><li>
Good understanding of the Standards and Guidance established by the Institute of Internal Auditors and ability to apply in performing audit duties.</li><li>
Strong analytical skills to assess control design and effectiveness.</li><li>
Effective verbal and written communication skills including ability to interact with all levels of management.</li><li>
Proficient in use of Microsoft Excel, PowerPoint, Word, and Visio.</li><li>
Exhibit leadership skills.</li></ul>
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.
#LI-MD3<h3 class="jobSectionHeader">
All Locations:</h3>
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.<h3 class="jobSectionHeader">
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.</h3></div>

Internal Auditor I/II

<div><h2 class="jobSectionHeader">Join Our Team!</h2>
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 &quot;Get Started&quot; section to take your first step to being a part of First United.<h2 class="jobSectionHeader">
The Position</h2><h3 class="jobSectionHeader">
Job Title</h3>
Relationship Banker I Floater<h3 class="jobSectionHeader">
Job Description</h3><ul><li>
Do you approach serving every customer like they are your family member?</li><li>
Are you intuitively aware of the overall picture and able to discern top priorities?</li><li>
Do you seem to forge positive and trusting relationships with everyone?</li><li>
Are you highly responsible and dependable? Do you always follow through on your promises, no matter what?</li><li>
Do you effortlessly handle challenging situations?</li><li>
Are you relentless about constant improvement? Do you have a learning mindset?</li><li>
Do you revel at the opportunity to provide personalized service that creates customer loyalty?</li><li>
Are you addicted to a positive attitude?</li><li>
Do you commit to meeting deadlines and never miss the little details?</li></ul>
At First United Bank we are dedicated to building a culture of care in the communities we serve and we are committed to building lifelong, multigenerational relationships. We are also committed to using our collective talents to make our community a better, stronger, more stable place, one customer, one family, one company at a time. Our goal is to educate, empower, and inspire each person to reach their highest purpose, to realize their fullest potential, and to accomplish their greatest success. Top candidates must be passionate about this mission, instilling it in their team and serving others whether customers, employees or community members. This individual must establish significant and trusting relationships with customers, while using their creativity to find solutions that meet customer needs.
The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible for connecting with customers in order to understand how best to match their needs with First United Bank products and services, as well as mentoring employees to do the same. The ideal candidate will possess a positive attitude and an ability to establish and cultivate strong personal connections. This individual must be committed to precision and adhering to the policies and regulatory standards as they relate to the role.
We Offer:<ul><li>
An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation. We have consistently been named a Best Places to Work in Oklahoma recipient by OKC BIZ</li><li>
An opportunity to make a difference in the lives of others, where we embrace our communities and invest our time and our hearts into making a difference</li><li>
Opportunities for personal and professional growth because in order to spend life wisely, we must find our calling, not just a job or career</li><li>
Exceptional benefits that include 401(k) matching contributions because we must have a vision for what our path to success looks like and a plan to sustain us along the way</li><li>
The YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options because how we feel each day impacts our life and the lives of those around us</li><li>
Educational assistance and reimbursements</li></ul>
At First United Bank our purpose is to inspire and empower others to Spend Life Wisely.
Do you GET to Spend Life Wisely in your career? Apply NOW to be one of the select few who will have the chance to experience this exciting career path.
The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals. They will master First United Bank&rsquo;s delivery process and product knowledge to develop customer relationships by performing the following essential duties.
Essential Duties:<ul><li>
Maintains a basic 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.</li><li>
Follows proper procedures accurately and efficiently for all customer-servicing activities performed.</li><li>
Retains existing customers and develop new customer relationships.</li><li>
Serves as customers' single point of contact on all First United Bank products and services.</li><li>
Consistently meets and often exceeds performance goals and actively participate in all sales campaigns; promote new products and services and educate customers and peers within the bank.</li><li>
Participates in all meetings, banks functions, and customer appreciation/community events as requested or assigned by supervisor.</li><li>
Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty.</li><li>
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 members and departments to ensure customer needs are met.</li><li>
Opens new accounts, certificates of deposit, and all other ancillary products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system.</li><li>
Assist customers with routine questions and requests: balance inquiries, temporary statements, check copies, stop payments, holds, online banking, ACH, automatic funds transfer, direct deposit, wire processing, coin processing, notary services, and privacy.</li><li>
Serves customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; money orders, savings bonds, traveler&rsquo;s checks, cashier&rsquo;s checks, accepting and processing payments for loans and other services.</li><li>
Maintains appropriate drawer limits, perform cash versifications and vault duties.</li><li>
Verifies all transactions, places holds as appropriate and proves cash drawer upon completion of assigned shift to ensure compliance with First United Bank standards policies. Seeks assistance as needed to resolve proof discrepancies.</li><li>
Proactively resolve customer complaints, problems, or other issues.</li><li>
Reviews and resolves account issues listed in insufficient and exception reports on daily basis: assists customers with account charge-off repayment plans.</li><li>
Performs security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds.</li><li>
Masters the Primary Purpose and Essential duties of the Relationship Banker I position.</li></ul>
Employee Specifications:<ul><li>
High School Diploma strongly preferred. Some college is strongly preferred.</li><li>
Minimum of 1 year of banking experience as a Teller, Lending Assistant or New Accounts is required.</li><li>
Cash handling experience is preferred.</li><li>
Superior customer service skills required.</li><li>
Basic mathematics to solve problems.</li><li>
Requires being exact or highly accurate with daily work.</li><li>
Ability to effectively read, write, and verbally communicate with customers and co-workers.</li><li>
Ability to manage time effectively and work independently, without close supervisor.</li><li>
Ability to use good judgment and exercise decision-making skills.</li><li>
Critical Thinking &ndash; requires logic and reasoning to identify solutions, conclusions or approaches to problems.</li><li>
Ability to multi-task.</li><li>
Maintain a professional attitude and appearance.</li><li>
Behave ethically while at work or outside your work environment.</li><li>
Active Listening &ndash; 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.</li></ul>
#LI-MD2
The above essential duties do not cover an all-inclusive list of work requirements. Individuals will perform other job-related duties as assigned, including work in other areas to cover absences or otherwise balance the workload.<h3 class="jobSectionHeader">
All Locations:</h3>
Sapulpa, Sapulpa-Taft, Tulsa
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.<h3 class="jobSectionHeader">
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.</h3></div>

Relationship Banker I Floater

<div><h2 class="jobSectionHeader">Join Our Team!</h2>
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 &quot;Get Started&quot; section to take your first step to being a part of First United.<h2 class="jobSectionHeader">
The Position</h2><h3 class="jobSectionHeader">
Job Title</h3>
Relationship Banker I<h3 class="jobSectionHeader">
Job Description</h3><ul><li>
Do you approach serving every customer like they are your family member?</li><li>
Are you intuitively aware of the overall picture and able to discern top priorities?</li><li>
Do you seem to forge positive and trusting relationships with everyone?</li><li>
Are you highly responsible and dependable? Do you always follow through on your promises, no matter what?</li><li>
Do you effortlessly handle challenging situations?</li><li>
Are you relentless about constant improvement? Do you have a learning mindset?</li><li>
Do you revel at the opportunity to provide personalized service that creates customer loyalty?</li><li>
Are you addicted to a positive attitude?</li><li>
Do you commit to meeting deadlines and never miss the little details?</li></ul>
At First United Bank we are dedicated to building a culture of care in the communities we serve and we are committed to building lifelong, multigenerational relationships. We are also committed to using our collective talents to make our community a better, stronger, more stable place, one customer, one family, one company at a time. Our goal is to educate, empower, and inspire each person to reach their highest purpose, to realize their fullest potential, and to accomplish their greatest success. Top candidates must be passionate about this mission, instilling it in their team and serving others whether customers, employees or community members. This individual must establish significant and trusting relationships with customers, while using their creativity to find solutions that meet customer needs.
The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible for connecting with customers in order to understand how best to match their needs with First United Bank products and services, as well as mentoring employees to do the same. The ideal candidate will possess a positive attitude and an ability to establish and cultivate strong personal connections. This individual must be committed to precision and adhering to the policies and regulatory standards as they relate to the role.
We Offer:<ul><li>
An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation. We have consistently been named a Best Places to Work in Oklahoma recipient by OKC BIZ</li><li>
An opportunity to make a difference in the lives of others, where we embrace our communities and invest our time and our hearts into making a difference</li><li>
Opportunities for personal and professional growth because in order to spend life wisely, we must find our calling, not just a job or career</li><li>
Exceptional benefits that include 401(k) matching contributions because we must have a vision for what our path to success looks like and a plan to sustain us along the way</li><li>
The YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options because how we feel each day impacts our life and the lives of those around us</li><li>
Educational assistance and reimbursements</li></ul>
At First United Bank our purpose is to inspire and empower others to Spend Life Wisely.
Do you GET to Spend Life Wisely in your career? Apply NOW to be one of the select few who will have the chance to experience this exciting career path.
The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals. They will master First United Bank&rsquo;s delivery process and product knowledge to develop customer relationships by performing the following essential duties.
Essential Duties:<ul><li>
Maintains a basic 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.</li><li>
Follows proper procedures accurately and efficiently for all customer-servicing activities performed.</li><li>
Retains existing customers and develop new customer relationships.</li><li>
Serves as customers' single point of contact on all First United Bank products and services.</li><li>
Consistently meets and often exceeds performance goals and actively participate in all sales campaigns; promote new products and services and educate customers and peers within the bank.</li><li>
Participates in all meetings, banks functions, and customer appreciation/community events as requested or assigned by supervisor.</li><li>
Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty.</li><li>
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 members and departments to ensure customer needs are met.</li><li>
Opens new accounts, certificates of deposit, and all other ancillary products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system.</li><li>
Assist customers with routine questions and requests: balance inquiries, temporary statements, check copies, stop payments, holds, online banking, ACH, automatic funds transfer, direct deposit, wire processing, coin processing, notary services, and privacy.</li><li>
Serves customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; money orders, savings bonds, traveler&rsquo;s checks, cashier&rsquo;s checks, accepting and processing payments for loans and other services.</li><li>
Maintains appropriate drawer limits, perform cash versifications and vault duties.</li><li>
Verifies all transactions, places holds as appropriate and proves cash drawer upon completion of assigned shift to ensure compliance with First United Bank standards policies. Seeks assistance as needed to resolve proof discrepancies.</li><li>
Proactively resolve customer complaints, problems, or other issues.</li><li>
Reviews and resolves account issues listed in insufficient and exception reports on daily basis: assists customers with account charge-off repayment plans.</li><li>
Performs security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds.</li><li>
Masters the Primary Purpose and Essential duties of the Relationship Banker I position.</li></ul>
Employee Specifications:<ul><li>
High School Diploma strongly preferred. Some college is strongly preferred.</li><li>
One year of retail experience is preferred.</li><li>
Cash handling experience is preferred.</li><li>
Superior customer service skills required.</li><li>
Basic mathematics to solve problems.</li><li>
Requires being exact or highly accurate with daily work.</li><li>
Ability to effectively read, write, and verbally communicate with customers and co-workers.</li><li>
Ability to manage time effectively and work independently, without close supervisor.</li><li>
Ability to use good judgment and exercise decision-making skills.</li><li>
Critical Thinking &ndash; requires logic and reasoning to identify solutions, conclusions or approaches to problems.</li><li>
Ability to multi-task.</li><li>
Maintain a professional attitude and appearance.</li><li>
Behave ethically while at work or outside your work environment.</li><li>
Active Listening &ndash; 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.</li></ul>
The above essential duties do not cover an all-inclusive list of work requirements. Individuals will perform other job-related duties as assigned, including work in other areas to cover absences or otherwise balance the workload.<h3 class="jobSectionHeader">
All Locations:</h3>
Kingsland
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.<h3 class="jobSectionHeader">
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.</h3></div>

Relationship Banker I

<div><h2 class="jobSectionHeader">Join Our Team!</h2>
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 &quot;Get Started&quot; section to take your first step to being a part of First United.<h2 class="jobSectionHeader">
The Position</h2><h3 class="jobSectionHeader">
Job Title</h3>
Relationship Banker I<h3 class="jobSectionHeader">
Job Description</h3><ul><li>
Do you approach serving every customer like they are your family member?</li><li>
Are you intuitively aware of the overall picture and able to discern top priorities?</li><li>
Do you seem to forge positive and trusting relationships with everyone?</li><li>
Are you highly responsible and dependable? Do you always follow through on your promises, no matter what?</li><li>
Do you effortlessly handle challenging situations?</li><li>
Are you relentless about constant improvement? Do you have a learning mindset?</li><li>
Do you revel at the opportunity to provide personalized service that creates customer loyalty?</li><li>
Are you addicted to a positive attitude?</li><li>
Do you commit to meeting deadlines and never miss the little details?</li></ul>
At First United Bank we are dedicated to building a culture of care in the communities we serve and we are committed to building lifelong, multigenerational relationships. We are also committed to using our collective talents to make our community a better, stronger, more stable place, one customer, one family, one company at a time. Our goal is to educate, empower, and inspire each person to reach their highest purpose, to realize their fullest potential, and to accomplish their greatest success. Top candidates must be passionate about this mission, instilling it in their team and serving others whether customers, employees or community members. This individual must establish significant and trusting relationships with customers, while using their creativity to find solutions that meet customer needs.
The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible for connecting with customers in order to understand how best to match their needs with First United Bank products and services, as well as mentoring employees to do the same. The ideal candidate will possess a positive attitude and an ability to establish and cultivate strong personal connections. This individual must be committed to precision and adhering to the policies and regulatory standards as they relate to the role.
We Offer:<ul><li>
An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation. We have consistently been named a Best Places to Work in Oklahoma recipient by OKC BIZ</li><li>
An opportunity to make a difference in the lives of others, where we embrace our communities and invest our time and our hearts into making a difference</li><li>
Opportunities for personal and professional growth because in order to spend life wisely, we must find our calling, not just a job or career</li><li>
Exceptional benefits that include 401(k) matching contributions because we must have a vision for what our path to success looks like and a plan to sustain us along the way</li><li>
The YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options because how we feel each day impacts our life and the lives of those around us</li><li>
Educational assistance and reimbursements</li></ul>
At First United Bank our purpose is to inspire and empower others to Spend Life Wisely.
Do you GET to Spend Life Wisely in your career? Apply NOW to be one of the select few who will have the chance to experience this exciting career path.
The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals. They will master First United Bank&rsquo;s delivery process and product knowledge to develop customer relationships by performing the following essential duties.
Essential Duties:<ul><li>
Maintains a basic 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.</li><li>
Follows proper procedures accurately and efficiently for all customer-servicing activities performed.</li><li>
Retains existing customers and develop new customer relationships.</li><li>
Serves as customers' single point of contact on all First United Bank products and services.</li><li>
Consistently meets and often exceeds performance goals and actively participate in all sales campaigns; promote new products and services and educate customers and peers within the bank.</li><li>
Participates in all meetings, banks functions, and customer appreciation/community events as requested or assigned by supervisor.</li><li>
Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty.</li><li>
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 members and departments to ensure customer needs are met.</li><li>
Opens new accounts, certificates of deposit, and all other ancillary products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system.</li><li>
Assist customers with routine questions and requests: balance inquiries, temporary statements, check copies, stop payments, holds, online banking, ACH, automatic funds transfer, direct deposit, wire processing, coin processing, notary services, and privacy.</li><li>
Serves customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; money orders, savings bonds, traveler&rsquo;s checks, cashier&rsquo;s checks, accepting and processing payments for loans and other services.</li><li>
Maintains appropriate drawer limits, perform cash versifications and vault duties.</li><li>
Verifies all transactions, places holds as appropriate and proves cash drawer upon completion of assigned shift to ensure compliance with First United Bank standards policies. Seeks assistance as needed to resolve proof discrepancies.</li><li>
Proactively resolve customer complaints, problems, or other issues.</li><li>
Reviews and resolves account issues listed in insufficient and exception reports on daily basis: assists customers with account charge-off repayment plans.</li><li>
Performs security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds.</li><li>
Masters the Primary Purpose and Essential duties of the Relationship Banker I position.</li></ul>
Employee Specifications:<ul><li>
High School Diploma strongly preferred. Some college is strongly preferred.</li><li>
One year of retail experience is preferred.</li><li>
Cash handling experience is preferred.</li><li>
Superior customer service skills required.</li><li>
Basic mathematics to solve problems.</li><li>
Requires being exact or highly accurate with daily work.</li><li>
Ability to effectively read, write, and verbally communicate with customers and co-workers.</li><li>
Ability to manage time effectively and work independently, without close supervisor.</li><li>
Ability to use good judgment and exercise decision-making skills.</li><li>
Critical Thinking &ndash; requires logic and reasoning to identify solutions, conclusions or approaches to problems.</li><li>
Ability to multi-task.</li><li>
Maintain a professional attitude and appearance.</li><li>
Behave ethically while at work or outside your work environment.</li><li>
Active Listening &ndash; 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.</li></ul>
The above essential duties do not cover an all-inclusive list of work requirements. Individuals will perform other job-related duties as assigned, including work in other areas to cover absences or otherwise balance the workload.<h3 class="jobSectionHeader">
All Locations:</h3>
Dallas-Uptown
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.<h3 class="jobSectionHeader">
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.</h3></div>

<div><h2 class="jobSectionHeader">Join Our Team!</h2>
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 &quot;Get Started&quot; section to take your first step to being a part of First United.<h2 class="jobSectionHeader">
The Position</h2><h3 class="jobSectionHeader">
Job Title</h3>
Part Time - Relationship Banker I<h3 class="jobSectionHeader">
Job Description</h3><ul><li>
Do you approach serving every customer like they are your family member?</li><li>
Are you intuitively aware of the overall picture and able to discern top priorities?</li><li>
Do you seem to forge positive and trusting relationships with everyone?</li><li>
Are you highly responsible and dependable? Do you always follow through on your promises, no matter what?</li><li>
Do you effortlessly handle challenging situations?</li><li>
Are you relentless about constant improvement? Do you have a learning mindset?</li><li>
Do you revel at the opportunity to provide personalized service that creates customer loyalty?</li><li>
Are you addicted to a positive attitude?</li><li>
Do you commit to meeting deadlines and never miss the little details?</li></ul>
At First United Bank we are dedicated to building a culture of care in the communities we serve and we are committed to building lifelong, multigenerational relationships. We are also committed to using our collective talents to make our community a better, stronger, more stable place, one customer, one family, one company at a time. Our goal is to educate, empower, and inspire each person to reach their highest purpose, to realize their fullest potential, and to accomplish their greatest success. Top candidates must be passionate about this mission, instilling it in their team and serving others whether customers, employees or community members. This individual must establish significant and trusting relationships with customers, while using their creativity to find solutions that meet customer needs.
The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible for connecting with customers in order to understand how best to match their needs with First United Bank products and services, as well as mentoring employees to do the same. The ideal candidate will possess a positive attitude and an ability to establish and cultivate strong personal connections. This individual must be committed to precision and adhering to the policies and regulatory standards as they relate to the role.
We Offer:<ul><li>
An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation. We have consistently been named a Best Places to Work in Oklahoma recipient by OKC BIZ</li><li>
An opportunity to make a difference in the lives of others, where we embrace our communities and invest our time and our hearts into making a difference</li><li>
Opportunities for personal and professional growth because in order to spend life wisely, we must find our calling, not just a job or career</li><li>
Exceptional benefits that include 401(k) matching contributions because we must have a vision for what our path to success looks like and a plan to sustain us along the way</li><li>
The YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options because how we feel each day impacts our life and the lives of those around us</li><li>
Educational assistance and reimbursements</li></ul>
At First United Bank our purpose is to inspire and empower others to Spend Life Wisely.
Do you GET to Spend Life Wisely in your career? Apply NOW to be one of the select few who will have the chance to experience this exciting career path.
The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals. They will master First United Bank&rsquo;s delivery process and product knowledge to develop customer relationships by performing the following essential duties.
Essential Duties:<ul><li>
Maintains a basic 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.</li><li>
Follows proper procedures accurately and efficiently for all customer-servicing activities performed.</li><li>
Retains existing customers and develop new customer relationships.</li><li>
Serves as customers' single point of contact on all First United Bank products and services.</li><li>
Consistently meets and often exceeds performance goals and actively participate in all sales campaigns; promote new products and services and educate customers and peers within the bank.</li><li>
Participates in all meetings, banks functions, and customer appreciation/community events as requested or assigned by supervisor.</li><li>
Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty.</li><li>
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 members and departments to ensure customer needs are met.</li><li>
Opens new accounts, certificates of deposit, and all other ancillary products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system.</li><li>
Assist customers with routine questions and requests: balance inquiries, temporary statements, check copies, stop payments, holds, online banking, ACH, automatic funds transfer, direct deposit, wire processing, coin processing, notary services, and privacy.</li><li>
Serves customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; money orders, savings bonds, traveler&rsquo;s checks, cashier&rsquo;s checks, accepting and processing payments for loans and other services.</li><li>
Maintains appropriate drawer limits, perform cash versifications and vault duties.</li><li>
Verifies all transactions, places holds as appropriate and proves cash drawer upon completion of assigned shift to ensure compliance with First United Bank standards policies. Seeks assistance as needed to resolve proof discrepancies.</li><li>
Proactively resolve customer complaints, problems, or other issues.</li><li>
Reviews and resolves account issues listed in insufficient and exception reports on daily basis: assists customers with account charge-off repayment plans.</li><li>
Performs security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds.</li><li>
Masters the Primary Purpose and Essential duties of the Relationship Banker I position.</li></ul>
Employee Specifications:<ul><li>
High School Diploma strongly preferred. Some college is strongly preferred.</li><li>
One year of retail experience is preferred.</li><li>
Cash handling experience is preferred.</li><li>
Superior customer service skills required.</li><li>
Basic mathematics to solve problems.</li><li>
Requires being exact or highly accurate with daily work.</li><li>
Ability to effectively read, write, and verbally communicate with customers and co-workers.</li><li>
Ability to manage time effectively and work independently, without close supervisor.</li><li>
Ability to use good judgment and exercise decision-making skills.</li><li>
Critical Thinking &ndash; requires logic and reasoning to identify solutions, conclusions or approaches to problems.</li><li>
Ability to multi-task.</li><li>
Maintain a professional attitude and appearance.</li><li>
Behave ethically while at work or outside your work environment.</li><li>
Active Listening &ndash; 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.</li></ul>
The above essential duties do not cover an all-inclusive list of work requirements. Individuals will perform other job-related duties as assigned, including work in other areas to cover absences or otherwise balance the workload.<h3 class="jobSectionHeader">
All Locations:</h3>
Durant-University
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.<h3 class="jobSectionHeader">
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.</h3></div>

Part Time - Relationship Banker I

Join First United Bank and explore 6   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

First United Bank

About Company

Treasury Management Client Support Specialist II

Internal Auditor I/II

Relationship Banker I Floater

Relationship Banker I

Relationship Banker I

Part Time - Relationship Banker I