Banking Advisor

Job Description

Banking Advisor | Origin Bank

The Tone:
This is a full-time role at Origin Bank, located in various Banking Centers, with flexibility to travel as needed. Origin Bank is dedicated to fostering meaningful careers, where a job represents a journey of professional and personal growth in a people-first environment. We are committed to helping employees thrive through a competitive total rewards package and unique support initiatives like our Dream Manager program, health and wellness coaching, and access to financial professionals. This Banking Advisor role is central to our mission, empowering you to make meaningful connections, positively impact customers’ lives, and contribute to our Brand promise and Core Values by providing trusted advice and support for their financial dreams.

The TL;DR
• Role: Full Time
• Location: Various Banking Centers (Travel Required)
• Mission: Serve customers by providing trusted banking advice, processing transactions, opening accounts, and resolving problems to foster positive customer experiences and relationships while promoting the Bank’s culture, Brand promise, and Core Values.

What You’ll Actually Do
• Serve customers as a trusted advisor, engaging in meaningful conversations to provide relevant banking advice and suggest appropriate products and services that align with their needs and desired outcomes.
• Efficiently open all retail banking products and services for customers, ensuring accuracy in new accounts and making necessary corrections.
• Assist customers with a wide range of service requests, including account and statement research, safe deposit box access, rate quotes, and processing lost or stolen cards and transaction disputes.
• Proactively seek opportunities to develop new banking relationships from your personal network and the community, referring business to commercial, insurance, and investment partners.
• Maintain flexibility to travel to assigned Banking Centers to support staffing needs, working with teams to complete bank projects as required.

The Must-Haves
• Background: High school diploma or general education degree (GED).
• Experience: Minimum one year banking platform experience preferred.
• Skills:
• Trusted advisory and customer relationship management.
• Proficiency with banking computer systems.
• Knowledge of retail banking products and services, including making appropriate suggestions.
• Accuracy in processing transactions and opening accounts, with attention to detail.
• Adherence to all banking policies and procedures.
• Bonus: College degree preferred.