Bilingual Retail Relationship Banker

Origin Bank; Houston (TX); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading bank is seeking a Bilingual Retail Relationship Banker in Houston to connect with customers, providing tailored banking advice while promoting a positive banking culture. The ideal candidate is proficient in both Spanish and English, possesses strong customer service skills, and has a passion for fostering relationships.

Qualifications

• Minimum one year banking experience preferred.
• Fluent in Spanish and English.
• Flexible; able to travel to banking centers as needed.

Responsibilities

• Provides trusted banking advice and processes transactions.
• Maintains positive customer experiences and relationships.
• Follows through on referrals and develops new banking relationships.

Skills

Customer Service

Problem Solving

Interpersonal Skills

Oral Communication

Written Communication

Organizational Skills

Adaptability

Education

High school diploma or GED required

College degree preferred

Tools

Internet

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

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Talent Acquisition & Development Specialist @ Origin Bank | Master's in Business Administration | SHRM-CP

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. Promotes the Bank’s culture, including supporting our Brand promise and Core Values.

Fluent in Spanish and English.

Duties and Responsibilities

• Serves as a trusted advisor by connecting people to their dreams through meaningful conversations and providing relevant banking advice.
• Fluent in Spanish.
• 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 based on customer needs and desired outcomes.
• Ensures customers are informed and comfortable using our products and technologies.
• Follows through on referrals and refers business to our commercial, insurance, and investments partners.
• Seeks opportunities to develop new banking relationships from personal networks and the community.
• Follows all policies and procedures.
• Assists customers with service requests such as account research, safe deposit access, rate quotes, night deposit agreements, lost/stolen cards, and transaction disputes.
• Conducts transactions on behalf of customers.
• Collaborates with teams to complete bank projects.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Competencies

• Analytical and Design: Collects and researches data; demonstrates attention to detail.
• Problem Solving: Identifies and resolves problems promptly.
• Interpersonal Skills/Customer Service: Maintains confidentiality; manages difficult customer situations; responds promptly; meets commitments.
• Oral and Written Communication: Communicates clearly and persuasively; listens and clarifies; reads and interprets information. Fluent in Spanish.
• Teamwork: Balances responsibilities; contributes positively; supports team success.
• Organizational Support: Follows policies; supports organizational goals and values.
• Judgment: Exhibits sound judgment; involves appropriate people in decisions; makes timely decisions.
• Planning/Organizing: Prioritizes and plans work efficiently.
• Professionalism: Reacts well under pressure; treats others with respect.
• Quality and Quantity: Ensures accuracy; monitors work quality; completes tasks timely.
• Safety and Security: Observes safety procedures; reports unsafe conditions; adheres to security policies.
• Adaptability and Initiative: Adapts to changes; manages demands; seeks and offers help.
• Attendance/Punctuality and Dependability: Consistently punctual; follows instructions; responsible; committed to reaching goals.

Qualifications

Education and Experience: High school diploma or GED required; college degree preferred; minimum one year banking experience preferred.

Computer Skills: Knowledge of Internet, Outlook, Word, Excel; ability to learn bank-specific software.

Bank Culture/Customer Service Skills: Promotes bank’s culture and values; interacts appropriately with customers and colleagues; reflects superior customer relations.

Other Skills: Flexible; able to travel to banking centers as needed.

Physical Demands

Regularly talks or hears; frequently stands, walks, sits, uses hands; occasionally reaches, climbs, balances, stoops, kneels, crouches; can lift up to 25 pounds; required vision abilities include close, distance, color, and focus adjustment.

Work Environment

Moderate noise level.

This description reflects essential functions but may be modified. It is not a contract and may be adjusted as needed.