Retail Relationship Banker

About the role

Serves customers by providing trusted banking advice, processing a variety of banking transactions, opening new accounts, and researching and resolving problems in a manner that promotes and maintains positive customer experiences and relationships. Promotes the Bank’s culture, including the support of our Brand promise and Core Values.

Responsibilities

• 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.
• Is 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.
• Follows through on all referrals and refers business to our commercial, insurance, and investments partners.
• Seeks opportunities to develop new banking relationships from personal networks and 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

Requirements

• High school diploma or general education degree (GED); college degree preferred.
• 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.
• 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 supervisors.
• Ability to serve customers, both internal and external, in a manner that reflects superior customer relations and enhances the overall marketing effort of Origin Bank.
• Flexibility to travel to assigned Banking Centers to fill staffing needs with or without notice.

Skills

• Customer service and relationship-building
• Cash handling and reconciliation
• Proficiency with banking software and office equipment
• Fraud prevention and safe banking practices
• Product knowledge and sales referrals

Benefits

We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education. Unique initiatives include:

• Dream Manager program
• One-on-one guidance from a nationally certified health and wellness coach
• Free access to certified financial professionals to help plan for your future

Physical Demands

• Regularly required to talk or hear.
• Frequently required to stand, walk, sit, and use hands to finger, handle, or feel.
• Occasionally required to reach with hands and arms, climb or balance, and stoop, kneel, crouch, or crawl.
• Must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
• Specific vision abilities required include close vision, distance vision, color vision, and ability to adjust focus.

Work Environment

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.
• Frequent direct contact with clients and team members in a retail banking center environment.
• Extended periods of standing or sitting, handling cash, and operating teller or office equipment.
• Professional appearance and adherence to client service standards.
• Occasional travel.