Bilingual Retail Relationship Banker

Origin Bank; Houston (TX); On-site; USD 30,000 - 60,000; Full time

Job summary

An established industry player in banking is seeking a dedicated individual to join their team as a customer service advisor. In this role, you will connect with clients, providing them with trusted banking advice and assisting with a variety of transactions. Your ability to communicate fluently in both Spanish and English will enhance customer experiences and foster strong relationships. This position offers a dynamic work environment where your contributions will support the bank's culture and values, making a real difference in the community. If you have a passion for helping others and a desire to grow within the banking sector, this opportunity is perfect for you.

Qualifications

• Minimum one year of banking platform experience preferred.
• Ability to learn bank-specific software and use basic office machines.

Responsibilities

• Serve as a trusted advisor by providing relevant banking advice.
• Assist customers with service requests and conduct transactions.

Skills

Customer Service Skills

Bilingual (Spanish and English)

Banking Knowledge

Communication Skills

Education

High School Diploma or GED

College Degree

Tools

Microsoft Word

Microsoft Excel

Outlook

Bank-specific Software (MPC, IBS, ADP)

Job description

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 that 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. Fluent in Spanish and English.

Duties and Responsibilities:

• 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.

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 of 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 supervisors.
• 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 the 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 that does not discriminate in hiring or employment based on race, color, sex, age, marital or veteran status, non-job related disability, religion, national origin, genetic information, or any other basis protected by law.