Retail Relationship Banker I

Origin Bank • Monroe, LA

15h • Onsite

About The Position

The Retail Relationship Banker I 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 supports Origin Bank’s culture, Brand promise, and Core Values. It involves building banking relationships through meaningful customer conversations, personal networks, and community engagement; educating customers on safe banking practices; recommending appropriate products and services; and helping customers use the Bank’s products and technologies. The position works in a professional, client-focused retail banking center, with frequent contact with clients and team members, cash handling, and use of standard office equipment and secure financial systems. Occasional travel to assigned Banking Centers may be required to fill staffing needs, with or without notice. The role has no supervisory responsibilities.

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 serve internal and external customers in a way that reflects superior customer relations and supports Origin Bank’s marketing efforts.
• Flexibility and ability to travel to assigned Banking Centers to fill staffing needs, with or without notice.
• Ability to perform the essential duties satisfactorily, with reasonable accommodations where needed.

Nice To Haves

• College degree preferred.

Responsibilities

• Serve as a trusted advisor by connecting customers to their goals through meaningful conversations and relevant banking advice.
• Educate customers on safe banking practices and help prevent fraud through proactive guidance.
• Use required computer systems and conduct customer transactions according to Bank policy.
• Maintain an accurate, balanced cash drawer and follow cash handling, reconciliation, and security procedures.
• Open retail products and services, ensure new-account accuracy, and make corrections as needed.
• Recommend products and services suited to customers’ needs and desired outcomes.
• Help customers understand and feel comfortable using Bank products and technologies.
• Follow through on referrals and refer business to commercial, insurance, and investment partners.
• Develop banking relationships through personal networks and community engagement.
• Follow all policies and procedures.
• Assist customers with service needs, including account and statement research, wire requests, safe deposit box access, rate and yield quotes, night deposit agreements, and card disputes and replacements.
• Promote the Bank’s culture, Brand promise, and Core Values.

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
• Career Level: Entry Level
• Education Level: High school or GED