Relationship Banker II: Elevate Client Banking & Growth

Trustmark; Daphne (AL); On-site; USD 42,000 - 54,000; Full time

Job summary

Trustmark is seeking a Relationship Banker in Daphne, AL to identify customer needs and match them with bank products and services, delivering an exceptional customer experience.

You will service, sell, and cross-sell deposits, loans, insurance, and cash management services while maintaining accuracy and security of transactions; time management and strong communication are essential.

Qualifications

• High school diploma or GED required.
• 2 years of face-to-face customer service experience or prior Trustmark Relationship Banker experience with track record of exceeding goals.
• Able to learn lending guidelines and process loans within 2 years of employment.
• Must register with NMLS.
• Able to perform routine transactions and manage cash drawer.
• Strong customer service, product knowledge, and communication skills.
• Pass assessments related to customer service and math skills.
• Able to meet sales goals in a retail environment.
• Basic computer skills and ability to learn internal systems.
• Professional appearance and demeanor.

Responsibilities

• Identify customer needs and refer to appropriate products and services.
• Service, sell, and cross-sell deposits, loans, insurance, and cash management services.
• Deliver exceptional customer experience per Trustmark standards.
• Safeguard assets and process transactions accurately.
• Balance cash drawer daily and verify documents.
• Achieve sales and referral goals quarterly; convert service into sales.
• Make outreach calls to customers and prospects.
• Follow bank policies and standards.
• Coach and mentor other bankers; oversee transactions and vault related duties.
• Handle cash shipments and vault management; originate consumer loans as needed.

Skills

Customer service

Sales

Interpersonal communication

Time management

Detail-oriented

Professional appearance

Basic computer skills

Math skills

Education

High school diploma or GED

Job description

Trustmark is seeking a Relationship Banker in Daphne, AL to identify customer needs and match them with bank products and services, delivering an exceptional customer experience.

You will service, sell, and cross-sell deposits, loans, insurance, and cash management services while maintaining accuracy and security of transactions; time management and strong communication are essential.