Travel Team Retail Relationship Banker - Houston

Origin Bank•Houston, TX

28d

About The Position

Your Career. Your Story. Let's Write the Next Chapter Together. At Origin Bank, a job isn't just a paycheck - it's a meaningful journey. We're committed to helping you grow both professionally and personally in an environment where people come first. We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education. What truly sets us apart is our people-first culture. Here, you'll be supported by unique initiatives like our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future. If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we'd love to meet you. Apply today and start the most rewarding chapter of your career with us. Job Description 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. Word Duties and Responsibilities include the following.

Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
High school diploma or general education degree (GED); college degree preferred; minimum one to two years banking platform experience preferred.
An individual should have strong working knowledge of all retail products and services. An individual should also have strong working knowledge of legal entities and instruments such as sole proprietorships, non-profit businesses, LLC’s, partnerships, corporations, estates, trusts, power of attorney, IRA’s and HSA's.
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.
Travel between Houston banking centers to support teams and business operations.
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.