Relationship Banker II

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

Job summary

Join a leading bank as a Relationship Banker II, where you'll enhance customer satisfaction by identifying needs and providing tailored banking solutions. This role involves proactive sales, exceptional service, and mentoring junior staff. Ideal candidates will have customer service experience and a strong sales background.

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

Sales

Communication

Time Management

Education

High school diploma or GED

Job description

Join to apply for the Relationship Banker II role at Trustmark Bank.

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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, deepen customer relationships, and process 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, 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, including deposits, withdrawals, wire transfers, credit card transactions, and account maintenance.
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 other Relationship Bankers and Tellers.
10. Review and approve transactions like night drop contracts, ATM deposits, collection items, and cash drawer management.
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 or retail sales experience, or prior Trustmark Relationship Banker experience with a strong performance record.
3. Ability to learn Trustmark 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.
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 interpersonal and communication skills.
11. Good time management, attention to detail, and professional appearance.

Preferred

1. Prior supervisory experience in retail or banking.
2. Experience processing consumer or mortgage loans.
3. Two years of banking industry knowledge specific to the Relationship Banker role.

Physical Requirements/Working Conditions

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

Note: Responsibilities may be added, deleted, or modified by management at any time.