Houston Travel Team Relationship Banker II

Serves customers

Serves as a trusted advisor by connecting people to their dreams through meaningful conversations and by providing relevant banking advice.
Frequently travels between banking centers within the Houston market.
Edutes customers on safe banking practices and helps prevent fraud through proactive guidance.
Demonstrated knowledge of audit and security protocols while assisting with daily operational tasks and log maintenance.
Mentors and trains new employees.

• Proficient with all required computer systems.
• Conducts transactions according to policy on behalf of customers.
• Maintains an accurate and balanced cash drawer, following all cash handling, reconciliation, and security procedures.
• Promotes the Bank’s culture, including the support of our Brand promise and Core Values.
• Partners with all departments and teams across the organization to provide exceptional customer experience.
• Efficiently opens all retail products and services for customers.
• Sure to open new accounts and make corrections as necessary.
• Suggests the correct products and services in accordance with the customer’s needs and desired outcomes.
• Sure to inform and comfort customers using our products and engaging with our technologies.
• Follows through on all referrals and refers business to our commercial, insurance and investments partners.
• Seeks opportunities to develop new banking relationships from his or her own network and from the community.
• Actively seeks opportunities to develop new banking relationships through personal networks and community engagement.
• Follows all policies and procedures.
• Assists customers with service needs including but not limited to:
• Account and statement research
• Processing Wire Requests
• Safe deposit box access
• Rate and yield quotes
• Night deposit agreements
• Card disputes and replacements
• Lost or stolen cards
• Fraud or transaction concerns

Supervisory Responsibilities

This Job has no supervisory responsibilities. However, responsibilities may include training employees and/or planning, assigning, and directing work.

Travel Requirements

This position requires frequent travel between banking centers within the Houston market.

Competencies

• Analytical and Design - Collects and researches data;
• Problem Solving - Identifies and resolves problems in a timely manner;
• Interpersonal Skills/Customer Service - Focuses on solving conflict, not blaming;
• Oral and Written Communication - Speaks clearly and persuasively in positive or negative situations;
• Teamwork - Balances team and individual responsibilities;
• Organizational Support - Follows policies and procedures;
• Judgment - Displays willingness to make decisions;
• Planning/Organizing - Prioritizes and plans work activities;
• Professionalism - Reacts well under pressure;
• Quality and Quantity - Demonstrates accuracy and thoroughness;
• Safety and Security - Observes safety and security procedures;
• Adaptability and Initiative - Adapts to changes in the work environment;
• Attendance/Punctuality and Dependability - Is consistently at work and on time;

Qualifications

• High school diploma or general education degree (GED); college degree preferred;
• Minimum one year of combined frontline banking and platform experience.

To perform this job successfully, an individual should demonstrate the following competencies:

• Analytical and Design - Collects and researches data;
• Problem Solving - Identifies and resolves problems in a timely manner;
• Interpersonal Skills/Customer Service - Focuses on solving conflict, not blaming;
• Oral and Written Communication - Speaks clearly and persuasively in positive or negative situations;
• Teamwork - Balances team and individual responsibilities;
• Organizational Support - Follows policies and procedures;
• Judgment - Displays willingness to make decisions;
• Planning/Organizing - Prioritizes and plans work activities;
• Professionalism - Reacts well under pressure;
• Quality and Quantity - Demonstrates accuracy and thoroughness;
• Safety and Security - Observes safety and security procedures;
• Adaptability and Initiative - Adapts to changes in the work environment;
• Attendance/Punctuality and Dependability - Is consistently at work and on time;

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.

Education And/or Experience: High school diploma or general education degree (GED); college degree preferred; minimum one year of combined frontline banking and platform experience.

Bank Culture/Customer Service Skills: Promotes the Bank’s culture, including the support of our Brand promise and Core Values. Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.

Other Skills: An individual should have strong working knowledge of all retail products and services. An individual should also have strong working knowledge of legal entities and instruments such as sole proprietorships, non-profit businesses, LLC’s, partnerships, corporations, estates, trusts, power of attorney, IRA’s and HSA’s. Individual must be flexible and able to travel to assigned Banking Centers to fill staffing needs with or without notice.

Physical Demands: While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.

Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus.

Work Environment: The noise level in the work environment is usually moderate. This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned.

Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank’s changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank’s sole discretion.

Word Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws.

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