Relationship Banker I

Trustmark; Germantown (TN); Presencial; USD 42 000 - 54 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical, dental, vision

401k with company match

Tuition Reimbursement

Resumo da oferta

Trustmark is seeking a Relationship Banker to identify customer needs and match them with bank products. You will drive proactive sales and service, deepen customer relationships, and process a variety of cash and non-cash transactions.

The role emphasizes balancing cash, meeting quarterly sales targets, and delivering exceptional customer experiences. The position requires a high school diploma or GED and at least one year in sales or customer service, with a willingness to learn internal

Qualificações

• One year of sales or customer service experience (Bachelor’s degree acceptable in lieu).
• Ability to handle routine transactions and balance the cash drawer.
• Excellent customer service and product knowledge skills.
• Ability to learn internal technology systems and perform tasks accurately.

Responsabilidades

• Identify customer needs and referrals through proactive service.
• Sell and cross-sell deposit accounts, loans, insurance, and cash management services.
• Deliver exceptional customer experience per Trustmark standards.
• Safeguard assets and process transactions accurately.
• Balance cash drawer daily and ensure documents are complete.
• Meet sales goals and referral targets each quarter.
• Make outreach calls to customers and prospects.
• Follow bank policies and perform duties as assigned.

Conhecimentos

Sales experience

Customer service

Interpersonal communication

Cash handling

Basic math

Computer skills

Formação académica

High school diploma or GED

Descrição da oferta de emprego

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.

Responsibilities:

• 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 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).
• Balances cash drawer daily for both the cash totals and to ensure appropriate documents have 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.
• Perform additional duties as assigned.

Qualifications

• High school diploma or GED
• One year of sales or customer service experience (in lieu of experience, Bachelor’s degree is acceptable).
• 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
• 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

Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use a 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.

Working with Us

Teamwork and the individual contributions of our associates are recognized as the drivers of our success. At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment. We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations. Come onboard and join our team!

What You Gain at Trustmark (Compensation & Benefits)

• Comprehensive benefits including medical, dental, vision, long-term disability, and life insurance
• 401k (with up to 6% company match)
• Tuition Reimbursement (must meet eligibility requirements)

Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment.

Upon accepting a position with Trustmark, the following pre-employment screenings must be completed:

• Verification of employment, education and other data provided by you on your employment application
• Verification of eligibility to work in the US
• Criminal background check
• Fingerprinting (required for certain positions)