Relationship Banking Advisor

Origin Bank; Mineola (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Origin Bank in Mineola, TX is seeking a Customer Service Representative to help customers with transactions and open new accounts, delivering trusted banking advice. You will educate customers on safe banking practices and maintain an accurate cash drawer while promoting our culture and values.

You will also refer clients to our commercial, insurance and investments partners and travel to assigned banking centers as needed to support staffing and service goals.

Qualifications

• High school diploma or GED; college degree preferred.
• Ability to use Internet, Outlook, Microsoft Word and Excel.
• Willingness to travel to assigned Banking Centers to fill staffing needs.

Responsibilities

• Provide trusted banking advice and handle a variety of transactions to promote customer experiences.
• Open new accounts and research problems in a manner that promotes positive relationships.
• Educate customers on safe banking practices and prevent fraud.
• Maintain an accurate cash drawer and follow security procedures.
• Refer business to commercial, insurance and investments partners.

Skills

Customer service

Communication

Financial guidance

Education

High school diploma or GED; college degree preferred

Tools

MPC

IBS

ADP

MS Office (Excel/Word/Outlook)

Job description

Origin Bank in Mineola, TX is seeking a Customer Service Representative to help customers with transactions and open new accounts, delivering trusted banking advice. You will educate customers on safe banking practices and maintain an accurate cash drawer while promoting our culture and values.

You will also refer clients to our commercial, insurance and investments partners and travel to assigned banking centers as needed to support staffing and service goals.