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 which promotes and maintains positive customer experiences and relationships; and 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 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.

Qualifications

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.

Education and Experience

• 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 and 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, in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.

Additional Requirements

• Must be flexible and able to travel to assigned Banking Centers to fill staffing needs with or without notice.

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

• 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.
• 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.
• 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.
• May occasionally require travel.