Houston Travel Team Relationship Banker II

Origin Bank•Houston, TX

6d•Hybrid

About The Position

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. Word Duties and Responsibilities include the following. Serves as a trusted advisor by connecting people to their dreams through meaningful conversations and by providing relevant banking advice. Frequently travels between banking centers within the 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. Helps to mentor and train 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. Partners with all departments and teams across the organization to provide exceptional customer experience. 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 Request Safe deposit box access Rate and yield quotes Night deposit agreements Card disputes and replacements Lost or stolen cards Fraud or transaction concerns Supervisory Responsibilities This Job has no supervisory responsibilities. However, responsibilities may include training employees and/or planning, assigning, and directing work. Travel Requirements: This position requires frequent travel between banking centers within the Houston market. Competencies - To perform the job successfully, an individual should demonstrate the following competencies: Analytical and Design - Collects and researches data; Demonstrates attention to detail. Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Works well in group problem solving situations; Uses reason even when dealing with emotional topics. Interpersonal Skills/Customer Service - Focuses on solving conflict, not blaming; Maintains a high level of confidentiality; Manages difficult or emotional customer situations; Responds promptly to customer needs; Responds to requests for service and assistance; Meets commitments. Oral and Written Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Writes clearly and informatively; Presents numerical data effectively; Able to read and interpret written information. Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Contributes to building a positive team spirit; Puts success of team above own interests; Supports everyone's efforts to succeed. Organizational Support - Follows policies and procedures; Supports organization's goals and values; Supports affirmative action and respects diversity. Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions. Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently. Professionalism - Reacts well under pressure; Treats others with respect and consideration regardless of their status or position. Quality and Quantity - Demonstrates accuracy and thoroughness; Monitors own work to ensure quality; Completes work in timely manner; Works quickly. Safety and Security - Observes safety and security procedures; Reports potentially unsafe conditions; Uses equipment and materials properly; Adheres to Security Policy and Procedures. Adaptability and Initiative - Adapts to changes in the work environment; Manages competing demands; Able to deal with frequent change, delays, or unexpected events; Asks for and offers help when needed. Attendance/Punctuality and Dependability - Is consistently at work and on time; Arrives at meetings and appointments on time; Follows instructions, responds to management direction; Takes responsibility for own actions; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.

Requirements

High school diploma or general education degree (GED); college degree preferred
Minimum one year of combined frontline banking and platform experience.
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.
Must be flexible and able to travel to assigned Banking Centers to fill staffing needs with or without notice.
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 by this job include close vision, distance vision, color vision and ability to adjust focus.

Nice To Haves

College degree preferred

Responsibilities

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.
Promotes the Bank’s culture, including the support of our Brand promise and Core Values.
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.
Assists with daily operational tasks and log maintenance.
Helps to mentor and train new employees.
Conducts transactions according to policy on behalf of customers.
Maintains an accurate and balanced cash drawer, following all cash handling, reconciliation, and security procedures.
Partners with all departments and teams across the organization to provide exceptional customer experience.
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 Request, Safe deposit box access, Rate and yield quotes, Night deposit agreements, Card disputes and replacements, Lost or stolen cards, Fraud or transaction concerns.