Relationship Banker I — Growth & Service Specialist

HealthFitness; Panama City (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Trustmark Bank is seeking a Relationship Banker to identify customer needs and match them with bank products, enhancing satisfaction and loyalty. You will engage in proactive sales and referrals while processing a variety of cash and non-cash transactions.

The role emphasizes delivering exceptional service, safeguarding assets, and meeting quarterly sales and referral goals, including outreach to customers and prospects while adhering to policy standards.

Qualifications

• High school diploma or GED.
• 1 year of sales or customer service experience (Bachelor’s degree acceptable in lieu).
• Able to handle routine transactions and balance cash drawer.
• Exceptional customer service and communication skills.
• Pass appropriate assessment tests related to customer service and math skills.
• Able to meet sales goals in a retail environment.
• Proficiency with basic computer systems.

Responsibilities

• 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.
• Balance cash drawer daily and process transactions accurately.
• Achieve sales and referral goals quarterly; outreach to customers and prospects.
• Comply with bank policies, procedures, and performance standards.

Skills

Customer service

Interpersonal skills

Time management

Detail oriented

Math skills

Education

High school diploma or GED

Tools

Basic computer skills

Job description

Trustmark Bank is seeking a Relationship Banker to identify customer needs and match them with bank products, enhancing satisfaction and loyalty. You will engage in proactive sales and referrals while processing a variety of cash and non-cash transactions.

The role emphasizes delivering exceptional service, safeguarding assets, and meeting quarterly sales and referral goals, including outreach to customers and prospects while adhering to policy standards.