Retail Relationship Banker

Origin Bank • Houston, TX

8d • 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 brand promise, culture, and core values.

The position operates in a professional, client-focused retail banking center. It involves frequent contact with clients and team members, handling cash, and using teller and office equipment and secure financial systems. The banker must maintain professionalism, confidentiality, and attention to detail, and may occasionally travel or be assigned to different banking centers to address staffing needs, with or without notice. The role has no supervisory responsibilities.

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.
• Ability to talk and hear regularly; stand, walk, sit, and use hands to finger, handle, or feel frequently; and reach, climb or balance, stoop, kneel, crouch, or crawl occasionally.
• Frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
• Close, distance, and color vision, and ability to adjust focus.

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 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 efficiently, ensure new-account accuracy, and make corrections as necessary.
• Recommend products and services suited to customers’ needs and desired outcomes.
• Help customers feel informed and 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 customers with account and statement research, wire requests, safe deposit box access, rate and yield quotes, night deposit agreements, and card disputes and replacements.

Benefits

• Competitive total rewards package 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