Retail Relationship Banker I

1 month ago

Dallas, Texas, United States Origin Bank Full time

Summary 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.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Competencies - To perform the job successfully, an individual should demonstrate the following competencies:

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 a high level of confidentiality; Manages difficult or emotional customer situations; Responds promptly to customer needs; Meets commitments.

Oral and Written Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Able to read and interpret written information.

Teamwork - Balances team and individual responsibilities; Contributes to building a positive team spirit; Puts success of team above own interests; Supports everyone's efforts to succeed.

Organizational Support - Follows policies and procedures; Supports organization's goals and values.

Judgment - Exhibits sound and accurate judgment; Includes appropriate people in decision-making process; Makes timely decisions.

Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently.

Professionalism - Reacts well under pressure; Treats others with respect and consideration regardless of their status or position.

Quality and Quantity - Demonstrates accuracy and thoroughness; Monitors own work to ensure quality; Completes work in timely manner.

Safety and Security - Observes safety and security procedures; Reports potentially unsafe conditions; Adheres to Security Policy and Procedures.

Adaptability and Initiative - Adapts to changes in the work environment; Manages competing demands; Asks for and offers help when needed.

Attendance/Punctuality and Dependability - Is consistently at work and on time; Follows instructions, responds to management direction; Takes responsibility for own actions; Commits to long hours of work when necessary to reach goals.

Qualifications 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.

Education and/or Experience

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

Computer Skills

To perform this job successfully, an individual should have 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.

Bank Culture/Customer Service Skills

Promotes the Bank's culture, including the support of our Brand promise and Core Values.

Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.

Other Skills

Individual must be flexible and able to travel to assigned Banking Centers to fill staffing needs with or without notice.

Physical Demands While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus.

Work Environment The noise level in the work environment is usually moderate.

This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion.

Origin Bank is an equal opportunity employer and we do not discriminate in hiring or employment on the basis of race, color, sex, age, marital or veteran status, non-job related disability, religion, national origin, genetic information or any other basis protected by law.

*Origin Bank is an Equal Opportunity Employer. We recognize and value diversity as it strengthens our ability to attract, retain, and engage team members. We support a diverse and inclusive work environment where all team members are given opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that Origin Bank can truly perform at its best, carry out its vision, and make a difference in the communities we serve.

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