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.
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.
Surensures 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.
Suresures customers are informed and comfortable using our products and engaging with our technologies.

Duties and 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.
• Surensures 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.
• Suresures 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.
• Folows 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

• High school diploma or general education degree (GED), college degree preferred.
• To perform this job successfully, an individual should have 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 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.

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.

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 work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
• The role requires maintaining a high level of professionalism, confidentiality, and attention to detail in all interactions.
• 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.
• 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.