Retail Relationship Banker

Origin Bank • Cypress, TX

252d

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 by performing the following duties. 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. Is proficient with all required computer systems. 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. Follows all policies and procedures. Assists customers with all service requests including but not limited to: account and statement Research, safe deposit box access, rate and yield quotes, night deposit agreement initiation and processing, lost or stolen cards and transaction disputes. Conducts transactions on behalf of customers. Works with assigned teams to complete bank projects.

Requirements

• High school diploma or general education degree (GED), college degree preferred.
• Minimum one year banking platform experience 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.

Responsibilities

• Serves as a trusted advisor by connecting people to their dreams through meaningful conversations and by providing relevant banking advice.
• 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.
• Follows all policies and procedures.
• Assists customers with all service requests including but not limited to: account and statement research, safe deposit box access, rate and yield quotes, night deposit agreement initiation and processing, lost or stolen cards and transaction disputes.
• Conducts transactions on behalf of customers.
• Works with assigned teams to complete bank projects.

Benefits

• Career development and leadership coaching.
• Dream Manager and wellness programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED