Relationship Banker I: Grow Clients & Cross-Sell Banking

HealthFitness; Madison (AL); On-site; USD 32,000 - 42,000; Full time

Job summary

Trustmark is hiring Relationship Bankers to identify customer needs and match them with bank products, while deepening relationships through proactive sales and service. You will process a range of cash and non-cash transactions and aim to meet quarterly sales and referral goals.

The role emphasizes delivering an exceptional customer experience, maintaining accuracy in transactions, and adhering to bank policies. Multitasking and strong communication are essential in a busy retail environment.

Qualifications

• High school diploma or GED.
• 1 year of sales or customer service experience; a Bachelor's degree may substitute.
• Able to perform routine transactions and balance cash drawer.
• Excellent customer service and communication skills.
• Pass relevant assessments in customer service and math.
• Able to meet sales goals in a retail environment.
• Strong computer skills and ability to learn internal systems.
• Professional appearance and demeanor.
• Detail-oriented with emphasis on accuracy.
• Demonstrate professionalism when interacting with the public.

Responsibilities

• Identify customer needs and 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 documents are complete.
• Achieve sales and referral goals quarterly while providing excellent customer service.
• Make outreach calls to customers and prospects.
• Comply with the bank’s guidelines, policies, procedures, and standards of performance.
• Perform additional duties as assigned.

Skills

Customer service

Interpersonal skills

Time management

Detail oriented

Sales ability

Education

High school diploma or GED

Bachelor's degree acceptable in lieu of experience

Job description

Trustmark is hiring Relationship Bankers to identify customer needs and match them with bank products, while deepening relationships through proactive sales and service. You will process a range of cash and non-cash transactions and aim to meet quarterly sales and referral goals.

The role emphasizes delivering an exceptional customer experience, maintaining accuracy in transactions, and adhering to bank policies. Multitasking and strong communication are essential in a busy retail environment.