Job Description
Origin Bank is seeking a Relationship Banker to join our team at our El Campo Financial Center in Ft. Worth, 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 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.
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.
- 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 investment 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.
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 essential functions.
Education and/or Experience:
Computer Skills:
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.
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. Please visit our Origin Bank careers page to review the job description in its entirety.
About Origin Bank:
Deeply rooted in Origin’s history is a culture committed to providing personalized, relationship banking to businesses, municipalities, and personal clients to enrich the lives of the people in the communities it serves. Origin offers a broad range of financial services and currently operates 60 banking centers located throughout Texas, Louisiana and Mississippi. In today’s banking landscape, technology is the rule – human interaction and genuine relationships are the exception. Origin Bank delivers on both.