Relationship Banker I: Grow Customer Relationships

Trustmark Bank; Athens (AL); In loco; USD 36.000 - 48.000; Tempo pieno

Descrizione del lavoro

Trustmark Bank is hiring a Relationship Banker to identify customer needs and match them with suitable bank products and services. The role emphasizes proactive sales, customer service, and building loyalty while handling a variety of cash transactions.

The position requires at least a high school diploma or GED, with one year of sales or customer service experience. Strong math, communication, and computer skills are essential for success in a retail banking environment.

Competenze

• High school diploma or GED required.
• One year of sales or customer service experience (Bachelor’s degree acceptable in lieu of experience).
• Able to use basic math concepts and handle routine transactions and balance 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 ability to learn internal technology systems.

Mansioni

• 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.
• Safeguard the bank’s assets and security while processing transactions (deposits/withdrawals, wire transfers, loan payments, maintenance of accounts).
• Balance cash drawer daily to ensure totals and proper documents.
• Achieve sales and referral goals quarterly while providing excellent customer service.
• Make outreach calls to customers and/or prospects.
• Comply with the bank’s guidelines, policies, procedures, and standards of performance.
• Perform additional duties as assigned.

Conoscenze

Customer service

Sales

Communication

Time management

Cash handling

Detail oriented

Professional appearance

Math skills

Formazione

High school diploma or GED

Bachelor's degree

Descrizione del lavoro

Trustmark Bank is hiring a Relationship Banker to identify customer needs and match them with suitable bank products and services. The role emphasizes proactive sales, customer service, and building loyalty while handling a variety of cash transactions.

The position requires at least a high school diploma or GED, with one year of sales or customer service experience. Strong math, communication, and computer skills are essential for success in a retail banking environment.