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Relationship Banker

Origin Bank

2021-12-04 10:39:52

Job location Shreveport, Louisiana, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Origin Bank is looking for Relationship-driven Bankers!
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.
  • Adheres to CIP procedures and follows procedures at account opening in order to eliminate possible loss to bank.
  • 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.
  • Statement research - Image Centre and Docutreev.
  • 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.
  • Mentors Personal Bankers.

Equal Opportunity Employer

About Origin Bank:

Putting relationships first for more than a century, Origin provides a broad range of financial services to small and medium-sized businesses, municipalities, high net-worth individuals and retail clients from over 40 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.

Job Type: Full-time

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