Retail Relationship Banker

Origin Bank; Dallas (TX); On-site; USD 32,000 - 46,000; Full time

Job summary

Origin Bank in Dallas is seeking a Customer Service Teller to provide trusted banking advice, process a variety of transactions, and open new accounts while resolving problems to build positive customer relationships.

The role emphasizes educating customers on safe banking practices, preventing fraud, and maintaining accurate cash handling standards; travel to assigned centers may be required to meet staffing needs with professionalism and confidentiality.

Qualifications

• Customer service excellence and professional demeanor.
• Ability to open and manage retail banking products.
• Familiarity with bank software and cash handling procedures.

Responsibilities

• Serve customers by providing trusted banking advice and processing transactions.
• Open new accounts and resolve problems to maintain positive experiences.
• Educate customers on safe banking practices and prevent fraud.
• Maintain an accurate cash drawer and follow cash handling procedures.
• Refer business opportunities to commercial, insurance and investments partners.

Skills

Customer service

Strong communication

Sales/relationship

Attention to detail

Travel flexibility

Education

High school diploma or GED

College degree preferred

Tools

MPC

IBS

ADP

Job description

Your Career. Your Story. Let's Write the Next Chapter Together.At Origin Bank, a job isn't just a paycheck - it's a meaningful journey. We're committed to helping you grow both professionally and personally in an environment where people come first. We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education.What truly sets us apart is our people-first culture. Here, you'll be supported by unique initiatives like our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future.If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we'd love to meet you. Apply today and start the most rewarding chapter of your career with us.Job DescriptionServes 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.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.Educates customers on safe banking practices and helps prevent fraud through proactive guidance.Is proficient with all required computer systems.Conducts transactions according to policy on behalf of customers.Maintains an accurate and balanced cash drawer, following all cash handling, reconciliation, and security procedures.Efficiently opens all retail products and services for customers.Ensures accuracy for new accounts and makes corrections as necessarySuggests 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. Actively seeks opportunities to develop new banking relationships through personal networks and community engagement.Follows all policies and procedures.Assists customers with service needs including but not limited to:Account and statement researchProcessing Wire RequestSafe deposit box accessRate and yield quotesNight deposit agreementsCard disputes and replacementsSupervisory ResponsibilitiesThis job has no supervisory responsibilities.QualificationsTo 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 ExperienceHigh school diploma or general education degree (GED), college degree preferred.Computer SkillsTo 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 SkillsPromotes 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 SkillsIndividual must be flexible and able to travel to assigned Banking Centers to fill staffing needs with or without notice.Physical DemandsWhile 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 EnvironmentThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.This position operates in a professional banking environment and routinely uses standard office equipment and digital tools such as secure financial systems, computers, phones, photocopiers, and scanners. The role requires maintaining a high level of professionalism, confidentiality, and attention to detail in all interactions.Work is performed in a retail banking center environment that is energetic and client focused. Expect frequent direct contact with clients and team members. The position may involve extended periods of standing or sitting, handling cash, and operating teller or office equipment. Professional appearance and adherence to client service standards are required. This role may occasionally require travel.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.Our Hiring ProcessThe following pre-employment screenings will be completed after a conditional offer of employment has been accepted:Criminal Background checkCredit checkFingerprint checkDrug ScreenOFAC checkReference checkEmployment verificationEducation verificationEqual Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights