Retail Relationship Banker

originbank; West Monroe (LA); On-site; USD 32,000 - 42,000; Full time

Job summary

Origin Bank is seeking a customer-focused banking professional to assist customers with transactions, open new accounts and resolve issues, while upholding the Bank's culture and core values.

Ideal candidates will demonstrate strong communication, attention to detail, and a willingness to learn bank systems such as MPC, IBS and ADP; occasional travel to centers may be required.

Qualifications

• High school diploma or GED required; college degree preferred.
• Proficiency with internet search, Outlook, Word and Excel.
• Ability to learn bank-specific software such as MPC, IBS and ADP.
• Strong customer service skills and clear communication.
• Willingness to travel to assigned banking centers as needed.

Responsibilities

• Provide trusted banking advice and process various transactions.
• Open new accounts and research/resolve customer issues.
• Promote bank culture and core values to customers.
• Maintain accurate cash drawer and follow security procedures.
• Refer business to partners and develop new banking relationships.

Skills

Customer service

Communication

Attention to detail

Education

High school diploma or GED

College degree preferred

Tools

MPC

IBS

ADP

Outlook

Excel

Word

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.

Job Description

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 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 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. 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 research
• Processing Wire Request
• Safe deposit box access
• Rate and yield quotes
• Night deposit agreements
• Card disputes and replacements

Supervisory Responsibilities

This job has no supervisory responsibilities.

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.

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 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 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.