Relationship Banker II - Floater

Trustmark Bank; Houston (TX); On-site; USD 52,000 - 66,000; Full time

Job summary

Trustmark Bank seeks a Relationship Banker II - Floaters to identify customer needs and match them with bank products across assigned locations. You will drive proactive sales and referrals while handling deposits, loans, and cash transactions.

Ideal candidates have 2+ years of customer service or retail sales experience, NMLS registration, and strong communication skills to deliver exceptional service and achieve quarterly goals.

Qualifications

• High school diploma or GED required.
• 2+ years of face-to-face customer service or retail sales experience.
• Ability to learn lending guidelines and process loans within 2 years.
• Must register with NMLS and learn bank systems.
• Strong customer service and math skills with accuracy.

Responsibilities

• Identify customer needs and refer to appropriate bank products.
• Service, sell, and cross-sell deposits, loans, insurance, and cash management.
• Safeguard assets while processing deposits, withdrawals, and transfers.
• Balance cash drawer; handle abundant cash.
• Open, close, and maintain accounts.
• Meet sales goals and convert service into sales.
• Make outreach calls to customers and prospects.
• Present professionally to reinforce Trustmark service standards.
• May coach/train other bankers; manage scheduling and duties.
• Review/approve night drops, ATM deposits, and cash items.
• Potential for cash shipment, vault management, and loan origination.
• Perform additional duties and travel among locations.

Skills

Customer service

Sales/referrals

Cash handling

Account opening

Communication skills

Time management

Supervisory skills

Education

HS diploma or GED

Tools

NMLS registration

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 Banker II - Floaters will travel between assigned locations***

Responsibilities

• 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.


• 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, and loan payments)


• Maintain and balance a cash drawer. Abundant cash handling is expected


• Open, close, and maintenance accounts


• Must 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


• Meet and greet public in a professional manner that reinforces Trustmark’s service standards


• All work must be performed within the bank’s guidelines, policies, procedures, and standards of performance


• Potentially manage, coach, and provide training for other Relationship Bankers and/or Tellers; manage scheduling and overtime, conduct required meetings, jointly complete performance appraisals, and delegate additional duties as required


• Processing oversight and responsibility to review/approve various transactions, such as night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers


• Potential for cash shipment and vault management


• Potential for loan origination responsibilities and administration thereof


• Perform additional duties as assigned.


• Travel among assigned locations

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


• 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 a 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.

Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.