Relationship Banker II - Float

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

Job summary

Ein etabliertes Finanzinstitut sucht einen Relationship Banker II - Float, der zwischen verschiedenen Filialen reist, um Kundenbedürfnisse zu identifizieren und passende Bankprodukte anzubieten. In dieser Rolle sind Sie verantwortlich für den Verkauf von Konten und Darlehen, das Coaching von Mitarbeitern und die Gewährleistung eines außergewöhnlichen Kundenerlebnisses. Wenn Sie eine Leidenschaft für Kundenservice und Vertrieb haben und in einem dynamischen Umfeld arbeiten möchten, ist dies die perfekte Gelegenheit für Sie.

Qualifications

• 2 Jahre Erfahrung im Kundenservice oder Einzelhandel erforderlich.
• Fähigkeit, Verkaufsziele in einer Einzelhandelsumgebung zu erreichen.

Responsibilities

• Coaching und Mentoring von Relationship Bankern und Kassierern.
• Bearbeitung von Transaktionen und Verwaltung von Bargeldbeständen.

Skills

Kundenservice

Verkauf

Kommunikationsfähigkeiten

Mathematische Fähigkeiten

Zeitmanagement

Education

High School Diploma oder GED

Tools

Banksoftware

Job description

Join to apply for the Relationship Banker II - Float role at Trustmark Bank

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Join to apply for the Relationship Banker II - Float role at Trustmark Bank

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.

Role Specifics

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

Responsibilities

1. Coach and serve as a mentor to Relationship Bankers and Tellers
2. Review/approve various transactions including night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers
3. Handle cash shipment and vault management for a branch
4. Originate consumer loans
5. Identify customer needs and make appropriate referrals through proactive sales/service efforts
6. Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.
7. Deliver an exceptional customer experience following Trustmark’s service standards
8. Safeguard bank assets and security while processing transactions accurately
9. Balance cash drawer daily and ensure proper documentation
10. Achieve sales and referral goals quarterly, transforming service into sales opportunities
11. Make outreach calls to customers and prospects
12. Comply with bank policies, procedures, and performance standards
13. Travel between branch locations
14. Perform additional duties as assigned

Qualifications

1. High school diploma or GED
2. 2 years of face-to-face customer service, retail sales, or prior Trustmark Relationship Banker experience with a record of exceeding performance goals
3. Ability to learn Trustmark lending guidelines and process loans within 2 years
4. Registration with the National Mortgage Licensing System and Registry (NMLS)
5. Basic math skills and ability to handle routine transactions and close cash drawers
6. Exceptional customer service skills and product knowledge
7. Pass assessments in customer service and math skills
8. Ability to meet sales goals in a retail environment
9. Basic computer skills and ability to learn internal systems
10. Strong interpersonal and communication skills
11. Time management skills
12. Attention to detail and accuracy
13. Professional appearance and mannerisms
14. Experience in maintaining and balancing cash drawers preferred
15. Prior supervisory and loan processing experience preferred
16. 2 years of banking industry knowledge preferred

Physical Requirements/Working Conditions

Must be able to sit or stand for long periods, use a computer, and lift at least 20 pounds.

Note: This description is not exhaustive and management may modify responsibilities at any time.