• Serves as the assigned officer for an independent portfolio of deposit and loan customers. Is responsible for the maintenance of that portfolio including overdraft decisions.
• Meets or exceeds deposit and loan goals as established by the manager and Retail Administration.
• Calls on prospects and customers outside of the banking center to establish new relationships or deepen existing ones.
• 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 by 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 network and 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.

• Analytical and Design - Collects and researches data; Demonstrates attention to detail.
• Problem-Solving - Identifies and resolves problems promptly; Gathers and analyzes information skillfully; Works well in group problem-solving situations; Uses reason even when dealing with emotional topics.
• Interpersonal Skills/Customer Service - Focuses on solving conflict, not blaming; Maintains a high level of confidentiality; Manages difficult or emotional customer situations; Responds promptly to customer needs; Responds to requests for service and assistance; Meets commitments. Displays the ability to connect with people inside and outside of the bank to establish and deepen relationships.
• Oral and Written Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Writes clearly and informatively; Presents numerical data effectively; can read and interpret written information.
• Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Contributes to building a positive team spirit; Puts success of team above own interests; Supports everyone's efforts to succeed.
• Organizational Support - Follows policies and procedures; Supports organization's goals and values; Supports affirmative action and respects diversity.
• Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
• Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently.
• Professionalism - Tactfully approaches others; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position.
• Quality and Quantity - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Monitors own work to ensure quality; Completes work promptly; Works quickly.
• Safety and Security - Observe safety and security procedures; Reports potentially unsafe conditions; Use equipment and materials properly; Adhere to Security Policy and Procedures.
• Adaptability and Initiative - Adapt to changes in the work environment; Manages competing demands; Ask for and offer help when needed.
• Attendance/Punctuality and Dependability - Is consistently at work and on time; Arrives at meetings and appointments on time; Follows instructions, and responds to management direction; Takes responsibility for own actions; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.

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.