Relationship Banker II: Build Relationships & Grow Deposits

Trustmark National Bank; Madison (MS); On-site; USD 36,000 - 48,000; Full time

Job summary

Trustmark Bank in Madison, MS is seeking a Relationship Banker II to identify customer needs and match them with bank products. You will deepen customer relationships while processing cash and non-cash transactions.

The role requires 2 years of customer service or retail sales experience, strong communication skills, and the ability to meet sales goals. Regular hours are 35-40 weekly, with M-Th 8-4:30, Fri 8-5, and occasional Saturday rotation.

Qualifications

• High school diploma or GED.
• 2 years of face-to-face customer service or retail sales experience.
• Able to learn Trustmark lending guidelines and process loans within 2 years of employment.
• Be able to register with the National Mortgage Licensing System and Registry (NMLS).
• Able to use basic math concepts and handle routine transactions and close out the 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 the ability to learn internal technology systems to perform work tasks.
• Strong interpersonal and communication skills both verbal and written.
• Time management skills.
• Detail-oriented with a focus on quality and accuracy.
• Demonstrate professional appearance and mannerisms in daily interactions.
• Prior supervisory experience in a retail or bank environment preferred.
• Prior experience processing consumer or mortgage loans preferred.
• 2 years of banking industry knowledge specifically of the Relationship Banker position preferred.

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 of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts).
• Balances cash drawer daily for both the cash totals and to ensure appropriate documents have been executed.
• Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales.
• Making outreach calls to customers and/or prospects.
• Comply with the bank's guidelines, policies, procedures, and standards of performance.
• Coach and serve as a mentor to Relationship Bankers and Tellers.
• Provide oversight and responsibility to review/approve various transactions to include night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers.
• Handle the cash shipment and vault management for a branch.
• Ability to handle the origination of consumer loans.
• Perform additional duties as assigned.

Skills

Customer service

Retail sales

Communication skills

Time management

Detail-oriented

Professional appearance

Education

High school diploma or GED

Job description

Trustmark Bank in Madison, MS is seeking a Relationship Banker II to identify customer needs and match them with bank products. You will deepen customer relationships while processing cash and non-cash transactions.

The role requires 2 years of customer service or retail sales experience, strong communication skills, and the ability to meet sales goals. Regular hours are 35-40 weekly, with M-Th 8-4:30, Fri 8-5, and occasional Saturday rotation.