Retail Relationship Banker

Origin Bank • Fort Worth, TX

3d • Onsite

About The Position

The Retail 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 supports Origin Bank’s culture, Brand promise, and Core Values. It involves serving as a trusted advisor, educating customers about safe banking and fraud prevention, handling transactions and cash accurately, opening retail products and services, recommending products to meet customer needs, and helping customers use banking products and technologies. The banker also follows up on referrals, develops banking relationships through personal networks and community engagement, and assists with a range of customer service needs. This position has no supervisory responsibilities.

The position is performed in a professional, client-focused retail banking center, with frequent direct contact with clients and team members. Duties include handling cash and operating teller and office equipment; the role may involve extended periods of standing or sitting and may occasionally require travel. The employee must maintain professionalism, confidentiality, attention to detail, and required client service standards. The employee must be flexible and able to travel to assigned Banking Centers to meet staffing needs, with or without notice.

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 supports superior customer relations and 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 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 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 accurately, making corrections to new accounts as necessary.
• Recommend products and services appropriate to customers’ needs and desired outcomes.
• Ensure customers are informed and comfortable using the Bank’s 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 customers with account and statement research, wire requests, safe deposit box access, rate and yield quotes, night deposit agreements, and card disputes and replacements.
• Support the Bank’s culture, Brand promise, and Core Values.

Benefits

• Competitive total rewards package, including generous 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