Relationship Banker II

Trustmark Bank; Jackson (MS); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading bank is seeking a Relationship Banker II to enhance customer satisfaction and loyalty. This full-time role involves identifying customer needs, processing transactions, and meeting sales goals in a dynamic banking environment. The ideal candidate will have strong interpersonal skills and a proven sales track record.

Qualifications

• At least 2 years of face-to-face customer service or retail sales experience.
• Registration with the National Mortgage Licensing System (NMLS).

Responsibilities

• Identify customer needs and make appropriate referrals.
• Service, sell, and cross-sell deposit accounts and loan products.
• Achieve sales and referral goals quarterly.

Skills

Customer Service

Communication

Sales

Time Management

Education

High school diploma or GED

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 customer satisfaction, loyalty, and financial well-being. They utilize proactive sales and service efforts, recognize referral opportunities, and deepen customer relationships while processing various cash and non-cash transactions.

Responsibilities

1. Identify customer needs and make appropriate referrals through proactive sales and service efforts.
2. Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.
3. Deliver exceptional customer experience following Trustmark’s service standards.
4. Safeguard the bank’s assets and security while processing transactions accurately.
5. Balance cash drawer daily and ensure proper documentation.
6. Achieve sales and referral goals quarterly, transforming service into sales opportunities.
7. Make outreach calls to customers and prospects.
8. Comply with bank policies, procedures, and standards of performance.
9. Coach and mentor fellow Relationship Bankers and Tellers.
10. Review and approve transactions such as night drop logs, ATM deposits, collection items, etc.
11. Handle cash shipments and vault management.
12. Originate consumer loans.
13. Perform additional duties as assigned.

Qualifications

1. High school diploma or GED.
2. At least 2 years of face-to-face customer service, retail sales, or prior Trustmark Relationship Banker experience with a proven track record of exceeding performance goals.
3. Ability to learn Trustmark’s lending guidelines and process loans within 2 years.
4. Registration with the National Mortgage Licensing System (NMLS).
5. Basic math skills and ability to handle routine transactions and cash drawer.
6. Exceptional customer service skills and product knowledge.
7. Pass customer service and math assessments.
8. Ability to meet sales goals in a retail environment.
9. Basic computer skills and ability to learn internal systems.
10. Strong communication and interpersonal skills.
11. Effective time management and attention to detail.
12. Professional appearance and demeanor.

Preferred

1. Prior supervisory experience in retail or banking.
2. Experience processing consumer or mortgage loans.
3. Knowledge of banking industry specifics related to the Relationship Banker role.

Physical Requirements/Working Conditions

Must be able to sit or stand for long periods, operate a computer, and lift at least 20 pounds.

Additional Information

This position is full-time in the finance and sales industry, with responsibilities that may evolve. Management reserves the right to modify duties as needed.