Relationship Banker II - Float

Trustmark National Bank; Jackson (MS); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Relationship Banker II to enhance customer satisfaction and loyalty through proactive sales and service. This role involves traveling between branches, mentoring staff, and managing cash transactions. Ideal candidates will have a strong background in customer service and retail sales, with the ability to meet sales goals while delivering exceptional service. Join a dynamic team where you can make a significant impact on customer relationships and contribute to the bank's success.

Qualifications

• 2 years of face-to-face customer service or retail sales experience.
• Able to learn consumer and mortgage lending guidelines.
• Strong interpersonal and communication skills.

Responsibilities

• Identify customer needs and match them with bank products.
• Coach and mentor Relationship Bankers and Tellers.
• Handle cash shipments and vault management.

Skills

Customer Service

Sales Skills

Cash Management

Interpersonal Communication

Time Management

Education

High School Diploma or GED

Tools

Basic Computer Skills

Job description

Relationship Banker II - Float

Location

US-MS-Jackson Metro Area

Job ID

2025-18465

Category

Branch Banking

Type

Regular Full-Time

Job Grade

7

FLSA Status

Non-Exempt

Working Hours

35-40 hours weekly |Monday - Friday 8 AM - Close /with a Saturday 9 AM - 12 PM rotation

Job Location: Company

Retail Support - 10300

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.

Relationship Banker II - Floaters will travel between assigned branch locations.

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.