Retail Relationship Banker

Origin Bank•Ruston, LA

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. Educates customers on safe banking practices and helps prevent fraud through proactive guidance. 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. 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

Requirements

High school diploma or general education degree (GED), college degree preferred.
Knowledge of the Internet, Outlook, Microsoft Word and Excel.
Ability to use basic office machines.
Ability to learn bank-specific software such as MPC, IBS, ADP, etc.
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.
Individual must be flexible and able to travel to assigned Banking Centers to fill staffing needs with or without notice.

Responsibilities

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.
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.
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