Overview
Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions.
Relationship Banker II - Floaters will travel between assigned branch locations.
Responsibilities
Coach and serve as a mentor to Relationship Bankers and Tellers
Provide oversight and responsibility to review/approve various transactions to include night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers
Handle the cash shipment and vault management for a branch
Ability to handle the origination of consumer loans.
Identify customer needs and make the appropriate referrals through proactive sales/service efforts
Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.
Deliver an exceptional customer experience that follows Trustmark’s service standards
Continually safeguard the bank’s assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts)
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Balances cash drawer daily for both the cash totals and to ensure appropriate document has been executed
Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales
Making outreach calls to customers and/or prospects
Comply with the bank’s guidelines, policies, procedures, and standards of performance
Travel between branch locations
Perform additional duties as assigned
Qualifications
High school diploma or GED
2 years of face-to-face customer service experience, retail sales experience or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding the individual performance goals.
Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment
Be able to register with the National Mortgage Licensing System and Registry (NMLS)
Able to use basic math concepts and can handle routine transactions and close out the cash drawer
Exceptional customer service skills with the ability to learn and communicate Trustmark products
Pass appropriate assessment tests related to customer service and math skills
Able to meet sales goals in a retail environment
Basic computer skills and the ability to learn internal technology systems to perform work tasks
Strong interpersonal and communication skills both verbal and written
Time management skills
Detail-oriented with a focus on quality and accuracy
Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis
Experience in maintaining and balancing a cash drawer preferred
Prior supervisory experience in a retail or bank environment preferred
Prior experience processing consumer or mortgage loans preferred
2 years of banking industry knowledge specifically of the Relationship Banker position preferred
Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins.
Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
