Relationship Banker 1

UBank - Lufkin, TX

Full Time - Relationship Banker 1

Our Mission: At UBank we are on a mission to revolutionize the Future of community banking. If you believe in meeting people where they are and helping them forge the life they want today, then your “Make It Happen” energy may just be the right fit! So come join us as we build a bank together based on common sense, consistency, and efficiency!

RB1 Summary: First and foremost, it is your responsibility to excel in teller transactions and service delivery, highlighting top-notch customer care. Furthermore, you should be adept at recognizing opportunities to promote bank products and services that improve customers' financial health.

About Ubank

UBank is a community-oriented bank that is building the future of relationship banking. We believe that people bank with people, not a bank. That is why we are focused on creating an innovative banking experience that values, knows, and empowers its customers to live their ambitions and forge their dreams today. Since our founding in 1961, we have built a strong product set, learned how to navigate the regulatory environment, and established a dedicated team of employees who share our vision. After many years of steady growth, 2019 ushered in a completely new chapter for the organization – starting with a new management team and a comprehensive rebranding! As we transitioned from Huntington State Bank’ to ‘UBank,’ our vision for the future became even clearer, as we were able to focus our ambitions on building “banking made for you.”

Since this rebranding, we have worked tirelessly to build a firm foundation that will stand the test of time. In addition to structural improvements that maximize efficiencies, we made giving back to our community a priority through our ‘Go Groups’ service teams and UBank’s annual ‘Good for Country’ benefit concert that raises money for the East Texas Food Bank. UBank is an organization that is always looking for creative ways to bring humanity back to the banking industry. We are on a mission to become a wingman for our customers – someone who is both a trusted partner and a valued friend. The one you can always depend on to make things happen and have an enjoyable time doing it.

JOB DUTIES AND RESPONSIBILITIES:

Service

• Warmly Greet (within 3 seconds of entry) and assist customers to understand their need and recommend relevant solutions.
• Follow-up with customers promptly and when promised assisting them in navigating any service challenge and then share what you learned for the benefit of others.
• Fully Understand bank products and services
• Take ownership over the physical appearance of your branch and workspace.
  
  
  

Lifelong Relationships

• Engage in intentional conversation based of the three Ps: Personal, Professional, and Play.
• Meeting customers where they are absent of judgment and shame.
• Learner Mindset vs. Knower Mindset.
• Promptly Answer telephone (less than 3 rings) and address or escalate inquiries as needed.
• Deliver on departments KPI’s
  
  
  

Operational Excellence

• Proficient in teller transactions and servicing while showing best in class customer service.
• Balancing and accuracy while completing customer deposits, withdrawals, and transfers.
• Monthly/quarterly rotating operational tasks
• Accurately filling out tickets to ensure efficiency for customers, both internal and external.
• Master opening and closing procedures including dual control.
• Shows eagerness and capacity to learn new methods, procedures, and techniques.
• Ability to identify opportunities for bank products and services to enhance customers’ financial wellbeing.
• All other tasks as assigned.
• Learner mindset
  
  
  

COMPETENCIES:

• Resourcefulness – Makes effective use of information and resources available at their disposal and is skilled at obtaining resources when necessary, exhibiting a behavior of self-reliance.
• Organizational Courage – Faces difficult issues with optimism and confidence and supports others who do the same; stands up to tackle tough assignments and champions co-workers to do the same.
• Digital Curiosity – A fervent desire to discover a new way to do things in the digital world and empower customers to do the same, adding value to their lives, saving them time and money!
• Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
• Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
• Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
  
  
  

JOB DETAILS

• Location: Chestnut Branch 75901
• Onsite
• Hours/Duration: Full-Time Position, start date & end dates are flexible.
• Status: Non-Exempt
  
  
  

CONTACT

Please contact Human Resources if you have any questions. | careers@u.bank