Retail Relationship Banker

Serves customers

Serves as a trusted advisor by connecting people to their dreams through meaningful conversations and by providing relevant banking advice.
Educates customers on safe banking practices and helps prevent fraud through proactive guidance.
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.
Efficiently opens all retail products and services for customers.
Ensures accuracy for new accounts and makes corrections as necessary
Suggests the correct products and services in accordance with the customer’s needs and desired outcomes.
Ensures customers are informed and comfortable using our products and engaging with our technologies.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Qualifications

• High school diploma or general education degree (GED), college degree preferred.
• Computer Skills: Knowledge of the Internet, Outlook, Microsoft Word and Excel. Ability to use basic office machines. Ability to learn bank-specific software such as MPC, IBS, ADP, etc.
• 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: 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.

Work Environment

• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• This position operates in a professional banking environment and routinely uses standard office equipment and digital tools such as secure financial systems, computers, phones, photocopiers, and scanners.
• The role requires maintaining a high level of professionalism, confidentiality, and attention to detail in all interactions.
• Work is performed in a retail banking center environment that is energetic and client focused. Expect frequent direct contact with clients and team members.
• The position may involve extended periods of standing or sitting, handling cash, and operating teller or office equipment.
• Professional appearance and adherence to client service standards are required.
• This role may occasionally require travel.