RETAIL RELATIONSHIP BANKER

Origin Bank; Dallas (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Origin Bank is seeking a Retail Relationship Banker for their Dallas Financial Center. The role involves providing banking advice, processing transactions, and ensuring customer satisfaction. Candidates should have strong interpersonal skills and a high school diploma, with a preference for a college degree. This position requires proficiency in Microsoft Office and the ability to adapt to various banking environments.

Qualifications

• Minimum one year banking platform experience preferred.
• Ability to learn bank-specific software.

Responsibilities

• Serves as a trusted advisor providing banking advice.
• Opens retail products and services for customers.
• Assists customers with service requests.

Skills

Analytical

Problem Solving

Interpersonal Skills

Communication

Teamwork

Professionalism

Education

High school diploma

College degree

Tools

Microsoft Word

Microsoft Excel

Job description

Origin Bank is seeking a Retail Relationship Banker to join our team at our Dallas Financial Center in Dallas, TX!

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 Banks 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 customers 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 Banks 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 Banks changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Banks sole discretion.

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Relationship Banker • Dallas, TX, United States