Retail Relationship Banker I

Origin Bank•Monroe, LA

1d•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 promotes Origin Bank’s culture, Brand promise, and Core Values. It involves advising customers, educating them about safe banking and fraud prevention, handling cash and transactions, opening retail products and services, identifying customer needs, and referring business to partner teams. The position assists customers with 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 employee must be flexible and able to travel to assigned Banking Centers to fill staffing needs, with or without notice. This role has no supervisory responsibilities. The position operates in a professional, client-focused retail banking center, with frequent direct contact with clients and team members. It requires professionalism, confidentiality, attention to detail, and adherence to client service standards. Work may involve extended periods of standing or sitting, handling cash, and operating teller or office equipment; occasional travel may be required.

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 interact and communicate appropriately with employees, customers, and supervisors.
Ability to serve internal and external customers in a manner that reflects superior customer relations and enhances Origin Bank’s overall marketing effort.
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 available for individuals with disabilities.

Nice To Haves

College degree preferred.

Responsibilities

Serve as a trusted advisor by connecting people to their dreams through meaningful conversations and relevant banking advice.
Educate customers on safe banking practices and help prevent fraud through proactive guidance.
Use required computer systems proficiently.
Conduct customer transactions according to policy.
Maintain an accurate and balanced cash drawer and follow cash handling, reconciliation, and security procedures.
Open retail products and services for customers efficiently.
Ensure new account accuracy and make corrections as necessary.
Recommend products and services that align with 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 new banking relationships through personal networks and community engagement.
Follow all policies and procedures.
Assist 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 to fill staffing needs when required.