Relationship Banker II: Drive Sales, Service & Loans

Trustmark Bank; United States; Sur place; USD 42 000 - 66 000; Plein temps

Résumé du poste

Trustmark Bank is seeking a Relationship Banker to identify customer needs and match them with bank products, enhancing satisfaction and financial well-being. You will use proactive sales and service to deepen relationships while handling various cash and non-cash transactions.

The role involves mentoring colleagues, reviewing transactions, and assisting with consumer loan origination, cross-selling deposits, loans, and insurance. Travel between branches is required.

Qualifications

• 2 years of face-to-face customer service or sales experience.
• Able to learn Trustmark consumer and/or mortgage lending guidelines.
• NMLS registration required.
• 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.
• Able to meet sales goals in a retail environment.

Responsabilités

• Coach and mentor Relationship Bankers and Tellers.
• Review/approve various transactions including 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.
• 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 an exceptional customer experience that follows Trustmark’s service standards.
• Balance cash drawer daily and ensure appropriate documents are executed.
• Achieve sales and referral goals quarterly while providing excellent customer service.
• Make outreach calls to customers and/or prospects.
• Comply with bank guidelines, policies, procedures, and standards of performance.
• Travel between branch locations.
• Perform additional duties as assigned.

Connaissances

Customer service

Sales

Communication

Cash handling

Time management

Detail-oriented

Professional appearance

Interpersonal skills

Problem solving

Formation

High school diploma or GED

Description du poste

Trustmark Bank is seeking a Relationship Banker to identify customer needs and match them with bank products, enhancing satisfaction and financial well-being. You will use proactive sales and service to deepen relationships while handling various cash and non-cash transactions.

The role involves mentoring colleagues, reviewing transactions, and assisting with consumer loan origination, cross-selling deposits, loans, and insurance. Travel between branches is required.