Relationship Banker I - Float

Trustmark Bank

Hattiesburg (MS)

On-site

USD 33,730 - 38,442

Full time

14 days+

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Job summary

A local financial institution is seeking a Relationship Banker I - Float in Hattiesburg, MS. This role involves identifying customer needs, providing financial solutions, and enhancing satisfaction through exceptional customer service. Candidates should have a high school diploma and experience in sales or customer service. This is a full-time position offering competitive compensation and the opportunity to work across multiple branches.

Qualifications

High school diploma or GED required.
One year of sales or customer service experience is preferred.
Adept at basic math concepts to handle transactions.

Responsibilities

Identify customer needs and make appropriate referrals.
Service and cross-sell deposit accounts and loan products.
Deliver exceptional customer experience according to service standards.

Skills

Customer service skills

Sales skills

Communication skills

Time management

Detail-oriented

Education

High school diploma or GED

Bachelor's degree

Tools

Basic computer skills

Job description

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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.

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)
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
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
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

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.

Seniority level