What are the responsibilities and job description for the Retail Relationship Banker III position at Origin Bank?
Origin Bank is looking for an experienced Relationship Banker III to join our awesome retail team in Houston!
Summary Serves customers by 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 by performing the following duties.
Duties and Responsibilities include the following:
Summary Serves customers by 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 by performing the following duties.
Duties and Responsibilities include the following:
- Processes new account applications to expand bank customer base.
- Proactively refers retail, loan, fee-income services, insurance and investment services in order to deepen the customer relationship.
- Follows through on all referrals and also refers business to other areas of the bank.
- Proactive in mining for potential relationship development and up selling opportunities.
- Provides rate quotes accurately and according to customer service standards.
- Opens safe deposit boxes and assists customers with entering safe deposit box according to policies and procedures.
- Opens Time Deposits and performs reinvestment task when necessary.
- Adheres to CIP procedures and follows procedures at account opening in order to eliminate possible loss to bank.
- Performs account maintenance and reconciliation.
- Initiates night depository agreements.
- Ensures accuracy for new accounts and makes corrections as necessary (utilizes A2I and new account reports).
- Completes Enhanced Due Diligence (EDD) for business accounts.
- Performs consumer loan processes, including inputting consumer loan applications.
- Statement research – Image Centre and Docutreev.
- Works monthly reports including Invalid address, Dormant and Inactive.
- Relationship development ratio and referral target goal for successful referrals must be met each quarter.
- Serves as backup and performs all duties assigned to Personal Banker.
- Trains/mentors Personal Bankers.
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 two to three years banking platform experience preferred.
Internal: minimum twelve to eighteen months as a Retail Relationship Banker II; platform, Mark IV, loan and compliance training required; six months loan input required.
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.
Equal Opportunity Employer
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