Business Experience Officer

Company Intro

First United Bank is a progressive and innovative community banking organization. By virtue of its growth from a single unit bank into a multi-community banking enterprise, First United is categorized as a "Super Community Bank." As one of the largest banking organizations in the Southwest, First United focuses on retail and community banking, targeting consumers and small-to-mid-sized businesses within its market areas.

First United provides a comprehensive range of financial services including retail, commercial, trust, brokerage, mortgage and insurance products. First United is the premier provider of financial products and services in every market we serve. We deliver services through an expansive network of community bank locations throughout Oklahoma and Texas.

Summary

The Business Experience Officer is responsible for sales and marketing of First United Bank "Preferred Partner (group banking) Program" within the communities that we serve. The Preferred Partner program elevates our communities through serving the employers and employees of the local community.

This role will also assist in expanding the growth of the Community Banks in which they serve.

Major Duties and Responsibilities (Essential Functions)

• Identify, develop, and implement outreach strategies to new and existing businesses within the market that we serve to introduce and deliver "Preferred Partner" banking solutions for employees of local businesses.
• Leads and assists in the implementation and coordination of a company-wide business development preferred partner call program.
• Organizing and facilitating of information, tools, and links to resources that will assist current or new businesses participating in Preferred Partner with financial well-being tools and activities for their employees.
• Educates employees of Preferred Partner businesses on First United Bank's philosophy, while educating the importance of financial wellbeing and Spending Life Wisely.
• Partners with Financial Center Managers in business development preferred partner events.
• Arranges meetings between clients or prospective clients and appropriate financial institution representatives.
• Represents the bank in various financial literacy, civic, and community functions to enhance its image, build/strengthen relationships and develop new business.
• Documents calls and makes weekly call reports to supervisor.
• Reviews lists, records, newspapers, etc., for business development leads.
• Assists in product and service development to ensure customer satisfaction and bank profitability. Recommends upgrades, promotions, elimination or future development of under-performing products and services and development of introduction of new products and services when necessary.
• Promotes favorable image of the bank in all business activities within the community.

Additional Duties and Responsibilities

• Recommends to supervisor possible methods to improve department.
• Adherence to all First United Policies and Procedures
• Completes all required compliance exams on an annual basis
• Performs all other duties as assigned

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.

Required Education and Work Experience

• Bachelor's Degree and/or equivalent management/work experience.
• Two to three years' work experience in banking or financial industry preferred.
• Proven Sales or Marketing experience preferred.
• Strong verbal and written communication skills.
• Strong public relations skills.

Knowledge and Skills Requirements

• Demonstrates a high-level integrity and ethics.
• Willingness to provide a Spend Life Wisely level of service which will clearly differentiate us from our competitors.
• Demonstrates good judgment, problem-solving and decision-making skills.
• Computer and Software proficiency.
• Strong interpersonal skills and ability to work well with a wide range of people.
• Ability to communicate well with customers including written, verbal and non-verbal communication.
• Dependable and adheres to timelines and schedules.

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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.

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.