Serves as the subject matter expert for assigned job duties
Uses resources available to troubleshoot issues as they arise
If applicable, gathers monthly totals to report to Executive Management
Adherence to all First United Policies and Procedures
Complete all required compliance exams on an annual basis
Perform other duties as assigned
Relationship Banker
First United Bank
05.2021 - Current
Mentors new tellers and relationship bankers that have completed School of Accurate Transactions
and School of New Accounts
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 Retains existing customers and develop new customer relationships
Serves as customers’ single point of contact on all First United Bank products and services
Participates in all meeting, bank functions, and customer appreciation/community events
Consistently meet customer service expectations by offering excellent service, including greeting
customers, smiling, using their names and building rapport with customers designed to generate
customer loyalty
Opens new accounts, certificates of deposit, and all other ancillary products offered by the bank;
answers customer questions, provides opening information, and ensures that proper paperwork is
completed and entered into the computer system
Actively looking for ways to assist customers
Giving full attention to what other people are saying,
taking time to understand that points being made, asking questions as appropriate
Maintained appropriate drawer limits, performs cash verifications and vault duties
Reviews and resolves account issues listed in insufficient and exception reports on daily basis: assists
customers with account charge-off repayment plans
Performs security functions by opening and closing bank and vault, and ensuring overall safety and
security of bank grounds.