Relationship Banker

Origin Bank • Quitman, TX

12d • Onsite

About The Position

The Relationship Banker serves customers by providing trusted banking advice, processing banking transactions, opening new accounts, and researching and resolving problems to promote positive customer experiences and relationships. The role also promotes Origin Bank’s culture, Brand promise, and Core Values. The position has no supervisory responsibilities.

The banker connects customers with relevant banking advice, educates them about safe banking and fraud prevention, processes transactions, maintains an accurate and secure cash drawer, opens retail products and services, and ensures new-account accuracy. The banker recommends products suited to customer needs, helps customers use banking products and technology, follows through on referrals to commercial, insurance, and investment partners, and develops banking relationships through personal networks and community engagement.

The position assists with customer service needs such as account and statement research, wire requests, safe deposit box access, rate and yield quotes, night deposit agreements, and card disputes and replacements. The role is based in a retail banking center, involves frequent direct contact with customers and team members, and may occasionally require travel to assigned banking centers to meet staffing needs, with or without notice. It requires professionalism, confidentiality, attention to detail, and adherence to customer service standards.

Requirements

• High school diploma or GED.
• Knowledge of the Internet, Outlook, Microsoft Word, and Excel.
• Ability to use basic office machines and learn bank-specific software such as MPC, IBS, and ADP.
• Ability and judgment to communicate and interact appropriately with employees, customers, and supervisors.
• Ability to provide service to internal and external customers that supports strong customer relations and Origin Bank’s marketing efforts.
• Flexibility and ability to travel to assigned banking centers, with or without notice.
• Ability to perform the essential duties satisfactorily, with reasonable accommodation where applicable.

Nice To Haves

• College degree preferred.

Responsibilities

• Serve as a trusted advisor through meaningful conversations and relevant banking advice.
• Educate customers on safe banking practices and provide proactive guidance to help prevent fraud.
• Use required computer systems and follow applicable policies and procedures.
• Conduct customer transactions according to policy.
• Maintain an accurate and balanced cash drawer while following cash-handling, reconciliation, and security procedures.
• Open retail products and services and ensure new-account accuracy, making corrections as necessary.
• Recommend products and services in line with customers’ needs and desired outcomes.
• Help customers understand and feel comfortable using products and banking technologies.
• Follow through on referrals and refer business to commercial, insurance, and investment partners.
• Develop new banking relationships through personal networks and community engagement.
• Assist customers with account and statement research, wire requests, safe deposit box access, rate and yield quotes, night deposit agreements, and card disputes and replacements.
• Travel to assigned banking centers as needed to fill staffing needs.

Benefits

• Competitive total rewards package, including benefits and compensation tailored to skills, experience, and education.
• Dream Manager program.
• One-on-one guidance from a nationally certified health and wellness coach.
• Free access to certified financial professionals.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED