Relationship Banker II - Floater: Grow Customer Wealth

Trustmark National Bank

Mobile (AL)

On-site

USD 42,000 - 54,000

Full time

4 days ago
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Job summary

Trustmark National Bank invites applications for a Relationship Banker II - Floater in Mobile, AL. This role travels among assigned locations to identify customer needs, promote bank products, and deepen relationships while processing cash and non-cash transactions.

The position requires a high school diploma or GED, 2 years of customer service or retail sales experience, and the ability to learn lending guidelines and NMLS registration. Strong math, communication, and sales skills are essential.

Qualifications

  • 2 years of face-to-face customer service or retail sales experience with a proven track record of exceeding goals.
  • Able to learn Trustmark consumer and/or mortgage lending guidelines and process loans within 2 years of employment.
  • Be able to register with the National Mortgage Licensing System and Registry (NMLS).
  • Able to handle routine transactions and balance a cash drawer; strong math skills.
  • Exceptional customer service with ability to learn and explain Trustmark products.
  • Pass tests related to customer service and math skills.
  • Able to meet sales goals in a retail environment.
  • Strong computer skills and ability to learn internal systems.
  • Excellent verbal and written communication; good time management and professionalism.
  • Prior supervisory experience and loan processing experience preferred.

Responsibilities

  • Identify customer needs and make referrals through proactive sales/service efforts.
  • Service, sell, and cross-sell deposits, loans, insurance, and cash management products.
  • Safeguard assets while accurately processing deposits, withdrawals, transfers, and payments.
  • Maintain and balance a cash drawer; perform abundant cash handling.
  • Open, close, and maintain accounts.
  • Meet sales and referral goals quarterly with customer service excellence.
  • Make outreach calls to customers and prospects.
  • Greet the public professionally to uphold Trustmark standards.
  • Possibly train/co-mentor other bankers and tellers; assist scheduling and meetings.
  • Review/approve transactions and handle cash drawer oversight.

Skills

Customer service
Sales
Communication
Time management
Detail-oriented
Math skills

Education

High school diploma or GED

Job description

Trustmark National Bank invites applications for a Relationship Banker II - Floater in Mobile, AL. This role travels among assigned locations to identify customer needs, promote bank products, and deepen relationships while processing cash and non-cash transactions.

The position requires a high school diploma or GED, 2 years of customer service or retail sales experience, and the ability to learn lending guidelines and NMLS registration. Strong math, communication, and sales skills are essential.

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