Retail Relationship Banker

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 that promotes and maintains positive customer experiences and relationships. Supports the bank’s culture and brand promise.

• Serves as a trusted advisor by connecting people to their dreams through meaningful conversations and providing relevant banking advice.
• Educates customers on safe banking practices and helps prevent fraud through proactive guidance.
• Is proficient with all required computer systems.
• Conducts transactions according to policy on behalf of customers.
• Maintains an accurate and balanced cash drawer, following all cash handling, reconciliation, and security procedures.
• 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 investment partners.
• Seeks opportunities to develop new banking relationships through personal networks and community engagement.
• Follows all policies and procedures.
• Assists customers with service needs, including account and statement research, wire request processing, safe deposit box access, rate and yield quotes, night deposit agreements, and card disputes or replacements.

This position has no supervisory responsibilities.

• High school diploma or general education degree (GED); college degree preferred.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• 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.
• Ability and judgment to interact and communicate appropriately with customers, other employees, and supervisors.
• Ability to serve customers, both internal and external, in a manner that reflects superior customer relations and enhances marketing efforts.
• Flexibility and willingness to travel to assigned banking centers to fill staffing needs with or without notice.

• Analytical and Design – collects and researches data; demonstrates attention to detail.
• Problem Solving – identifies and resolves problems in a timely manner.
• Interpersonal Skills/Customer Service – maintains confidentiality; manages difficult or emotional customer situations; responds promptly to customer needs; meets commitments.
• Oral and Written Communication – speaks clearly and persuasively; listens and clarifies; responds well to questions; interprets written information.
• Teamwork – balances team and individual responsibilities; contributes to positive team spirit; supports others’ success.
• Organizational Support – follows policies and procedures; supports the organization’s goals and values.
• Judgment – exhibits sound judgment; includes appropriate people in decision‑making; makes timely decisions.
• Planning/Organizing – prioritizes and plans work activities; uses time efficiently.
• Professionalism – reacts well under pressure; treats others with respect and consideration.
• Quality and Quantity – demonstrates accuracy and thoroughness; monitors own work for quality; completes work promptly.
• Safety and Security – observes safety procedures; reports unsafe conditions; follows security policy.
• Adaptability and Initiative – adapts to changes; manages competing demands; offers help when needed.
• Attendance/Punctuality and Dependability – consistently at work and on time; follows instructions; takes responsibility; commits to necessary working hours.

Regular speaking or hearing; frequent standing, walking, sitting, and use of hands. Occasional reaching, climbing, balancing, kneeling, crouching, and crawling. Frequently lifting up to 10pounds and occasionally up to 25pounds. Requires close, distance, and color vision, and ability to adjust focus.

The noise level is usually moderate. Management may modify or adjust the position as needed.

Origin Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, or any other protected category under applicable federal, state, and local laws.