Retail Relationship Banker

Origin Bank • Fort Worth, TX

4d • 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 also promotes Origin Bank’s culture, Brand promise, and Core Values.

The position involves advising customers through meaningful conversations, educating them about safe banking and fraud prevention, conducting transactions, maintaining an accurate and secure cash drawer, opening retail products and services, and recommending offerings that fit customer needs. The banker helps customers use products and technology, follows up on referrals, develops relationships through personal networks and community engagement, and assists with service requests such as account research, wire requests, safe deposit box access, rate and yield quotes, night deposit agreements, and card disputes or replacements.

This role has no supervisory responsibilities. It operates in a professional, client-focused retail banking center, with frequent customer and team interactions. The employee uses financial systems and standard office and digital equipment, handles cash, and may travel to assigned banking centers, occasionally with little or no notice. Professionalism, confidentiality, attention to detail, and adherence to customer service standards are 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 to interact and communicate 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 effort.
• Must be flexible and able to travel to assigned banking centers as 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 provide proactive fraud-prevention guidance.
• Use required computer systems and conduct customer transactions according to bank policy.
• Maintain an accurate and balanced cash drawer and follow cash-handling, reconciliation, and security procedures.
• Open retail products and services accurately and make corrections to new accounts as necessary.
• Recommend products and services appropriate to customers’ needs and desired outcomes.
• Help customers understand and use 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 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 to fill staffing needs, with or without notice.

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