Relationship Banker II - Float

Trustmark; Huntsville (AL); On-site; USD 36,000 - 52,000; Full time

Job summary

Trustmark is seeking a Relationship Banker to identify customer needs and match them with bank products across assigned branches in Huntsville, AL. The role emphasizes proactive sales, excellent service, and accurate cash handling.

Qualified candidates have a high school diploma, 2 years of customer service or sales experience, and the ability to learn lending guidelines. NMLS registration and strong communication skills are required.

Qualifications

• Two years of face-to-face customer service experience or retail sales experience.
• Able to learn lending guidelines and process loans within 2 years of employment.
• Must register with the National Mortgage Licensing System and Registry (NMLS).
• Basic math skills and ability to balance cash drawer.
• Strong customer service skills and ability to learn Trustmark products.
• Pass job-related assessments in customer service and math.
• Able to meet sales goals in a retail environment.
• Proficient in basic computer systems and internal technology.

Responsibilities

• Coach and mentor Relationship Bankers and Tellers.
• Review and approve various transactions including deposits and cash handling.
• Oversee cash shipments and vault management.
• Assist in originating consumer loans.
• Identify customer needs and refer to appropriate products.
• Sell and cross-sell deposit accounts, loans, insurance, and cash management.
• Deliver high-quality customer experience following service standards.
• Safeguard assets and ensure accurate processing of transactions.
• Balance cash drawer daily and ensure proper documentation.
• Achieve quarterly sales and referral goals.
• Make outbound calls to customers or prospects.
• Travel between branch locations and comply with policies.
• Perform additional duties as assigned.

Skills

Customer service

Sales

Communication

Time management

Detail oriented

Math skills

Interpersonal skills

Problem solving

Education

High school diploma or GED

Job description

Overview

Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions.

Floaters will travel between assigned branch locations and are encouraged to apply for open positions for permanent placement.

Responsibilities

• 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.
• Identify customer needs and make the appropriate 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
• Continually 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 document has 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
• Travel between branch locations
• Perform additional duties as assigned

Qualifications

• High school diploma or GED
• 2 years of face-to-face customer service experience, retail sales experience or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding the individual performance goals.
• Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable 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 can 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 as this position works with the public on a daily basis
• Experience in maintaining and balancing a cash drawer preferred
• 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

Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins.

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.