Senior Relationship Banker

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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.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

• 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.
• Continually exceeds customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty in accordance with First United Bank standards.
• 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.
• Open 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.
• Processes all consumer lending requests from application/interview to approval/denial accurately and efficiently with all appropriate paperwork and reporting requirements completed according to First United Bank loan policy and regulatory compliance.  This includes all First United Bank consumer loan products, with the exception of Home Equity Loans.
• Service 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; accepting and process payments for loans and other services.
• Issue money orders, Treasurer’s checks, and processes coin assessing appropriate fees for all services.
• Verify all transactions, pl