Retail Relationship Banker

Origin Bank • Houston, TX

6d • 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 in ways that promote positive customer experiences and relationships. The role supports Origin Bank’s culture, Brand promise, and Core Values.

The banker builds relationships through meaningful conversations, provides relevant banking advice, educates customers on safe banking practices and fraud prevention, and helps customers choose and use appropriate products, services, and technologies. The role handles cash and customer transactions, opens retail products and services, follows up on referrals, and develops banking relationships through personal networks and community engagement. It also assists with a range of customer service needs, including account research, wire requests, safe deposit box access, rate and yield quotes, night deposit agreements, and card disputes and replacements.

This position has no supervisory responsibilities. It operates in a professional, client-focused retail banking center, with frequent contact with customers and team members. The job may require travel to assigned Banking Centers to fill staffing needs, with or without notice. Standard office equipment and digital tools are used, and the role requires professionalism, confidentiality, attention to detail, and adherence to customer service standards.

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 strong customer relations and 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 applicable.
• Ability to meet the position’s physical demands, including frequent lifting or moving of up to 10 pounds and occasional lifting or moving of up to 25 pounds.

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 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 that align with customers’ needs and desired outcomes.
• Help customers understand and feel 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.
• Promote the Bank’s culture, Brand promise, and Core Values.

Benefits

• Competitive total rewards package with 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
• Education Level: High school or GED