Purpose

This position is required to be knowledgeable in servicing loans as it relates primarily to the core system including functionality, data integrity, and research. In addition, the position will be responsible for customer service inquiries, payment processing, charge off/non-accrual entries, End of Year reporting, and file maintenance, as well as conducting a variety of other daily tasks. This position will be cross trained in other positions within the department to support overflow of work.

Qualifications

The applicant must be detailed-oriented and organized, as well as possess strong time-management, communication, and problem-solving skills. Proven ability to work independently, as well as in a team environment to ensure a high level of accuracy, productivity, and commitment. Positive attitude with the ability to multitask are essential to be successful in this position. Proficient in Microsoft Word and Excel. Bachelor’s degree preferred. In lieu of education, consideration will be given to a candidate with at least two years of loan related experience.

Primary Duties

The primary duties and responsibilities will include, but not limited, to the following:

• Adheres to the Bank’s Mission, Vision, Core Values and Core Purpose while providing customers with timely, responsive, and exceptional service in accordance with the Bank’s customer service standards.
• Ensures loan servicing operates in accordance with regulations, as well as established policies and procedures.
• Performs quality control review of daily core system including new loans, renewals, and modifications to ensure accuracy of loan data.
• Recognizes and resolves system issues to maximize customer service and operating efficiencies.
• Provides support services to customers (internal and external) regarding inquiries including but not limited to loan set up, payoffs, payment application, auto transfers, payment notices, late fee waivers, etc.
• Processes charge-off and non-accrual entries, as well as recoveries, to ensure proper shadow accounting in the bank’s General Ledger.
• Monitors and performs system input as needed for non-post items, rate changes, payment application, routine file maintenance, etc.
• Responsible for understanding End of Year reporting to include validation and correction of 1098s and annual statements, as well as filing 1099As and 1099Cs.
• Provides back up to other loan servicing job functions such as escrow, insurance programs, reporting, CenterDoc, etc.
• Perform other duties as assigned and directed by management.

Working Conditions

Duties are performed in an office environment in a professional business setting. Position requires travel when making business development calls, community events/meetings, internal meetings/trainings and to banking centers.

Physical and/or Mental Requirements

May be required to sit for extended periods of time while performing job duties. May be required to lift and carry up to 20 pounds in the form of paperwork, files, or other items. Must be able to concentrate for extended periods of time, paying attention to detail.

EEO/AA/Disability/Vet

Purpose

The Teller Float position will provide excellent banking services to customers in a professional manner.  Provide the customer and/or potential customer with a clear understanding of the technical aspects and benefits of products and services offered.

Qualifications

 To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily, as well as mastery of Teller I job responsibilities.  High School diploma or equivalent required plus one year of teller experience.  Cash handling experience required. Working knowledge of Microsoft Suite products required.  Must enjoy working with the public on a daily basis.  Requires good phone etiquette and the ability to handle difficult customers in a tactful manner.  Must be customer service oriented.  Must be able to demonstrate aptitude to handle sensitive operational transactions and customer relationships.  Must be able to interact as a member of the team, be able to multi-task and be self-sufficient.  This position requires demonstrated social skills, professional grooming and adherence to the First United Bank dress code.  Must have the ability to work under pressure in a high traffic area.

Primary Duties

The primary responsibilities will include but are not limited to the following:

• Adheres to the Bank’s Mission, Vision, Core Values and Core Purpose while providing customers with timely, responsive, and exceptional service in accordance with the Bank’s customer service standards.
• Processes all financial transactions in an accurate and timely manner, accepts deposits and loan payments.  Completes transactions according to established guidelines.
• Processes cashier checks and branch capture.  Responsible for managing and balancing cash drawer.  Assist in troubleshooting balancing issues.
• Provides industry leading customer service.  Display responsiveness to lobby traffic and customer needs.  Handle all levels of customer service to maximize the customer experience.
• Handles balance inquiries and resolves problems.  Competent to resolve difficult customer issues.
• Ensure compliance with internal controls, operational procedures and all applicable policies and procedures.
• Cross-sell bank products and services, applicable to the customer’s needs.
• Enter Holds and Stop payments on the computer accurately.
• Accurately remove deposits from, counts and balances cash within the automated teller machines/night depositary.
• Knowledge of various federal regulations and teller roles and responsibilities relating to each act.
• Required to work two (2) Saturdays per month in any of our markets served.

Working Conditions

Duties are performed in an office environment in a professional business setting.  Position will require travel when attending community events/meetings, internal meetings/trainings and to banking centers.

Physical and/or Mental Requirements:

May be required to sit for extended periods of time while performing job duties.  May be required to lift and carry up to 20 pounds in the form of paperwork, files, or other items.  Must be able to concentrate for extended periods of time, paying attention to detail.

EEO/AA/Disability/Vet

Purpose

The position of Customer Service Representative is to provide information regarding the bank’s products and services to current and potential customers. Responsible for handling any inquiries and resolving customer complaints. Responsible for contributing to the achievement of the bank’s overall goals and objectives. Position is expected to be courteous, friendly, and helpful at all times.

Qualifications

The applicant should possess strong problem solving, analytical and mathematical skills. Must have good organizational skills as well as excellent computer, communication (verbal and written) and people skills. Must be able to manage and work in a fast-paced environment and have general knowledge of all areas in banking. Positive attitude and the ability to multitask are required. The applicant should be capable of working in a team environment to ensure a high level of productivity. Must be customer service oriented. 2-3 years of prior banking experience preferred with emphasis in Retail Services. Applicant must have working knowledge of Microsoft Word and Excel. This position requires demonstrated social skills and adherence to the First United Bank dress code.

Primary Duties

The primary duties and responsibilities will include, but are not limited, to the following:

• Adheres to the Bank’s Mission, Vision, Core Values and Core Purpose while providing customers with timely, responsive, and exceptional service in accordance with the Bank’s customer service standards.
• Primary function of any First United Bank employee is customer service. Must use good phone etiquette and handle difficult customer situations in a tactful manner.
• Responsible for learning job duties of the banking center team, including a teller, service, sales and operations.
• Understanding customer service representatives (CSRs) duties, including how to open and close Demand Deposit, Savings, Certificates of Deposit, and IRAs accounts.
• Run teller window proficiently whenever needed to assist with all teller functions during peak times, absences, and call offs.
• Adhering to policies, procedures, compliance, security, and regulatory requirements.
• Effectively ensure exceptional customer service by providing ongoing communication to customers, as well as build and maintain business relationships within the market served.
• Assist customers by ordering pre-printed checks.
• Develop problem solving abilities in order to resolve related account issues and answer customer questions.
• Professionally greet customers and respond promptly to inquiries.
• Understand core system and bank products in order to resolve customer issues.
• Determine appropriate response or direction to ensure customer satisfaction.
• Build local awareness and client base through active participation with local professional associations, civic clubs and/or networking events.
• Responsible for maintaining files for Certificate of Deposits and IRAs.
• Full understanding of compliance in order to adhere to laws and regulations.
• Understanding of First United Bank’s security program.

This position may require attending functions and events outside of normal business hours and may require training at other Banking Center locations.

Physical and/or Mental Requirements

May be required to sit for extended periods of time while performing job duties. May be required to lift and carry up to 20 pounds in the form of paperwork, files or other items. Must be able to concentrate for extended periods of time, paying attention to detail.

EEO/AA/Disability/Vet

Purpose

The Training Specialist will be responsible for oversight, development, and implementation of training programs for all new hires, as well as focusing on training opportunities for Retail and Operational staff.  The role includes the development and facilitation of new hire training.

Qualifications 

To perform this job successfully, an individual must be a self-starter, with the ability to function independently and effectively as part of a team.  Must have strong time management and organizational skills with a proven ability to meet deadlines with minimum supervision and work efficiently under pressure.  Must have analytical skills with strong attention to detail.  Must have positive training style; good writing and communication skills.  Associate or Bachelor degree in Organizational Communication, Business Administration or related field, as well as two (2) years of banking experience.  Cash handling experience required. Working knowledge of Microsoft Suite products required.  Must be customer service oriented.  This position requires demonstrated social skills and professional grooming.

Primary Duties

The primary responsibilities will include but are not limited to the following:

• Adheres to the Bank’s Mission, Vision, Core Values and Core Purpose while providing customers with timely, responsive, and exceptional service in accordance with the Bank’s customer service standards.
• Responsible for assisting in the design of standard operating procedures.  Develops and writes clear, concise, and organized training materials.  Prepares for training sessions to include content mastery, training materials and presentation aides for effective information delivery.
  • Compiles and maintains personnel and training records, as well as maintains annual training spreadsheets.
• Conduct and coordinate training programs for middle management, and front-line employees.  Provide training and development for all staff in Retail Services, Operations and Loan Department Administrative positions.
• Creates a comfortable “learner friendly” environment, utilizing adult learning methods, interactive sill practices and credible questioning techniques.
• Keep up-to-date with latest trends and applies the latest teaching techniques to a training environment.  Ensures all training materials and programs are compliant with laws and regulations governing banking industry.
• Tasked with helping employees build their strengths, address areas of weakness and improve their overall performance.  Help to motivate, guide and train employees to maximize their efficiency and abilities.
• Conduct training sessions across the organization both in person and via web-based systems.
• While training staff, provide exceptional customer service each day while processing transactions and providing an exceptional experience to our customers.
• Must be willing to be the expert on our products and services in order to train staff.  Ensure and guide other employees on how to properly execute bank policies and procedures as outlined by management and their respective job descriptions.
• Training and coaching employees to ensure standards are being met on a daily basis.  Commit to personal growth and development by reviewing goals and guiding staff toward their personal development.
• Lead the bank through changes in a positive and productive manner.  Encourage and motivate employees.  Lead by example on a daily basis.  Stay focused on tasks to be completed throughout the day and ensure any down time is effectively utilized to ensure customer service is above and beyond bank expectations.
• Regularly reviews current training materials for contact effectiveness, accuracy, format, and learner appropriateness to ensure program objectives are accomplished.  Develops and seeks out new training delivery methods and analyzes effectiveness for skill retention.
• Proactively addresses and prepares for training needs as new products and services are developed.
• Respond promptly to inquiries, questions and issues made by employees via email and telephone to ensure resolution.
• Ensure compliance with internal controls, operational procedures and all applicable policies and procedures.  Knowledge of various federal regulations.

Working Conditions

Duties are performed in an office environment in a professional business setting.  Position may require travel when attending community events/meetings, internal meetings/trainings and to banking centers.

Physical and/or Mental Requirements

May be required to sit for extended periods of time while performing job duties.  May be required to lift and carry up to 20 pounds in the form of paperwork, files, or other items.  Must be able to concentrate for extended periods of time, paying attention to detail.

EEO/AA/Disability/Vet

    Purpose

The Teller position will provide excellent banking services to customers in a professional manner. Provide the customer and/or potential customer with a clear understanding of the technical aspects and benefits of products and services offered.

Qualifications

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. High School diploma or equivalent required. Cash handling experience preferred. Working knowledge of Microsoft Suite products preferred. Must enjoy working with the public on a daily basis. Requires good phone etiquette and the ability to handle difficult customers in a tactful manner. Must be customer service oriented. Must be able to demonstrate aptitude to handle sensitive operational transactions and customer relationships. Must be able to interact as a member of the team, be able to multi-task and be self-sufficient. This position requires demonstrated social skills, professional grooming and adherence to the First United Bank dress code.

Primary Duties

The primary responsibilities will include but are not limited to the following:

· Adheres to the Bank’s Mission, Vision, Core Values and Core Purpose while providing customers with timely, responsive, and exceptional service in accordance with the Bank’s customer service standards.

· Processes all financial transactions in an accurate and timely manner, accepts deposits, cashing checks, disbursing cash and loan payments. Completes transactions according to established guidelines.

· Responsible for managing and balancing cash drawer.

· Processes cashier checks and teller capture.

· Provides industry leading customer service. Build customer loyalty; establish customer relations through eye-contact, courtesy and friendliness, including addressing each and every customer by name.

· Handles balance inquiries and resolves problems.

· Ensure compliance with internal controls, operational procedures and all applicable policies and procedures.

Working Conditions

Duties are performed in an office environment in a professional business setting. Position may require travel when attending community events/meetings, internal meetings/trainings and to banking centers.

EEO/AA/Disability/Vet