Jobs · Finance · Texas

Travel Team Retail Relationship Banker II

Origin Bank · Houston, TX · 1 wk ago
FinanceFull-time

Serves customers

Serves as a trusted advisor by connecting people to their dreams through meaningful conversations and by providing relevant banking advice.
Frequently travel between banking centers within Houston market.
Educates 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.

Word Duties and Responsibilities

  • Serves as a trusted advisor by connecting people to their dreams through meaningful conversations and by providing relevant banking advice.
  • Frequently travel between banking centers within Houston market.
  • Educates 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.
  • 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.
  • 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.
  • 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.
  • Sures 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.
  • Actively seeks opportunities to develop new banking relationships from his or her own network and from the community.
  • 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

Qualifications

  • High school diploma or general education degree (GED); college degree preferred; minimum one year of combined frontline banking and platform experience.
  • 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.
  • Strong working knowledge of all retail products and services.
  • 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.
  • Able to maintain a high level of professionalism, confidentiality, and attention to detail in all interactions.
  • Able to operate in a retail banking center environment that is energetic and client focused.
  • Able to maintain a high level of professionalism, confidentiality, and attention to detail in all interactions.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to maintain a high level of professionalism, confidentiality, and attention to detail in all interactions.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and operating teller or office equipment.
  • Able to perform tasks that may require extended periods of standing or sitting, handling cash, and

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