Relationship Banker: Build Trust & Drive Client Growth

Trustmark; Athens (AL); Vor Ort; USD 42.000 - 68.000; Vollzeit

Zusammenfassung

Trustmark is seeking a Relationship Banker in Athens, AL to identify customer needs and refer them to the right bank products and services. You will deepen customer relationships by proactively selling deposits, loans, and related services while processing transactions with accuracy.

The role emphasizes delivering a high-quality customer experience, meeting sales goals, and maintaining compliance with bank policies.

Qualifikationen

• Proven ability to identify customer needs and refer to appropriate products.
• Strong focus on delivering exceptional service and achieving sales targets.
• Ability to learn and communicate Trustmark products clearly and confidently.
• Experience in handling cash and basic math with accuracy.

Aufgaben

• Identify customer needs and make referrals through proactive sales/service efforts.
• Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.
• Deliver exceptional customer experience that follows Trustmark’s service standards.
• Safeguard the bank’s assets and security while processing transactions accurately.
• Balance cash drawer daily and ensure proper documentation.
• Achieve sales and referral goals quarterly while delivering excellent service.
• Make outreach calls to customers and prospects.
• Comply with bank policies, procedures, and performance standards.
• Perform additional duties as assigned.

Kenntnisse

Customer service

Sales

Cross-selling

Communication

Math & cash handling

Ausbildung

High school diploma or GED

Bachelor’s degree acceptable in lieu of experience

Jobbeschreibung

Trustmark is seeking a Relationship Banker in Athens, AL to identify customer needs and refer them to the right bank products and services. You will deepen customer relationships by proactively selling deposits, loans, and related services while processing transactions with accuracy.

The role emphasizes delivering a high-quality customer experience, meeting sales goals, and maintaining compliance with bank policies.