Relationship Banker II - Float

Trustmark Bank; Missouri; On-site; USD 38,000 - 48,000; Full time

Job summary

Trustmark Bank is seeking a Relationship Banker to identify customer needs and align them with bank products to grow loyalty and financial well-being. The role involves cash and non-cash transactions, mentoring Tellers, and cross-selling deposits, loans, and services across branch locations.

The position requires 2 years of front-line customer service or Trustmark experience, ability to learn lending guidelines, NMLS registration, math and sales aptitude, and a commitment to professional service

Qualifications

• 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

Responsibilities

• Coach and serve as a mentor to Relationship Bankers and Tellers
• Provide oversight and responsibility to review/approve various transactions (night drop contracts/logs, ATM deposits, collection items, money orders, official checks, cash drawers)
• Handle the cash shipment and vault management for a branch
• Originate consumer loans
• Identify customer needs and refer accordingly through proactive sales/service efforts
• Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services
• Deliver an exceptional customer experience that follows Trustmark’s service standards
• Safeguard the bank’s assets and security while processing transactions accurately
• Balance cash drawer daily and ensure proper documents are executed
• Achieve sales and referral goals quarterly
• Make outreach calls to customers and/or prospects
• Travel between branch locations
• Comply with bank guidelines, policies, procedures, and performance standards
• Perform additional duties as assigned

Skills

Customer service

Sales oriented

Communication skills

Time management

Interpersonal skills

Detail-oriented

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.

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.