Customer Care Relationship Banker
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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
Customer Care Relationship Banker
Job Description
**HOURS NOTIFICATION***
Hours of operation for Customer Care are as follows:
Weekdays 12:30 to 9:00pm (Exact hours determined by management)
Saturday Rotation - 8:00am to 4:00pm
Saturday rotation once a month, with a flex day scheduled the following week.
This is a late shift position. Specific schedules will be assigned at hire based on discussions with the hiring manager during the interview process.
SUMMARY
The Customer Care Relationship Banker will be responsible for connecting with customers over the phone 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. This individual will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals. They will master First United Banks delivery process and product knowledge to develop customer relationships by performing the following essential duties.
MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)
Receives incoming calls from customers and employees with a broad range of Customer Service inquiries and works to find a solution.
Assists with card services and customer facing technologies such as online banking, mobile banking, and telephone banking.
Maintains a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions.
Follows proper procedures accurately and efficiently for all customer-servicing activities performed.
Serves as the single point of contact for customers in order to retain existing customers and develop new customer relationships.
Consistently meets and often exceeds performance goals and actively participates in all sales campaigns; promote new products and services and educate customers and peers within the bank.
Participates in all meetings, banks functions, and customer appreciation/community events as requested or assigned by supervisor.
Consistently meets customer service expectations by offering excellent service over the phone in order to build rapport with customers and generate customer loyalty.
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.
ADDITIONAL DUTIES AND RESONSIBILITIES
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 required.
One year of retail experience or equivalent customer service experience is preferred.
Technical/Functional Competencies
Superior customer service skills required.
Basic mathematics to solve problems.
Requires being exact or highly accurate with daily work.
Maintain a positive attitude and ability to establish and cultivate strong personal connections
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.
Ability to practice active listening by actively looking for ways to assist customers through conversation
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-MD2
All Locations:
Sherman-Taylor Street
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at
[email protected]
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.
Apply Now
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
Customer Care Relationship Banker
Job Description
**HOURS NOTIFICATION***
Hours of operation for Customer Care are as follows:
Weekdays 12:30 to 9:00pm (Exact hours determined by management)
Saturday Rotation - 8:00am to 4:00pm
Saturday rotation once a month, with a flex day scheduled the following week.
This is a late shift position. Specific schedules will be assigned at hire based on discussions with the hiring manager during the interview process.
SUMMARY
The Customer Care Relationship Banker will be responsible for connecting with customers over the phone 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. This individual will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals. They will master First United Banks delivery process and product knowledge to develop customer relationships by performing the following essential duties.
MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)
Receives incoming calls from customers and employees with a broad range of Customer Service inquiries and works to find a solution.
Assists with card services and customer facing technologies such as online banking, mobile banking, and telephone banking.
Maintains a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions.
Follows proper procedures accurately and efficiently for all customer-servicing activities performed.
Serves as the single point of contact for customers in order to retain existing customers and develop new customer relationships.
Consistently meets and often exceeds performance goals and actively participates in all sales campaigns; promote new products and services and educate customers and peers within the bank.
Participates in all meetings, banks functions, and customer appreciation/community events as requested or assigned by supervisor.
Consistently meets customer service expectations by offering excellent service over the phone in order to build rapport with customers and generate customer loyalty.
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.
ADDITIONAL DUTIES AND RESONSIBILITIES
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 required.
One year of retail experience or equivalent customer service experience is preferred.
Technical/Functional Competencies
Superior customer service skills required.
Basic mathematics to solve problems.
Requires being exact or highly accurate with daily work.
Maintain a positive attitude and ability to establish and cultivate strong personal connections
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.
Ability to practice active listening by actively looking for ways to assist customers through conversation
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-MD2
All Locations:
Sherman-Taylor Street
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at
[email protected]
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.
Apply Now