Relationship Banker II: Grow Relationships & Cross-Sell

Trustmark Bank; Foley (AL); On-site; USD 42,000 - 52,000; Full time

Job summary

Trustmark Bank in Foley, AL seeks a Relationship Banker to identify customer needs and match them with bank products to deepen relationships and improve financial well-being. You will handle cash and non-cash transactions and pursue sales opportunities.

The role focuses on delivering an exceptional customer experience, meeting sales targets, maintaining accuracy, and coaching teammates. A strong customer-service background and NMLS registration are essential, with training provided for consumer

Qualifications

• High school diploma or GED required.
• 2 years of face-to-face customer service or retail sales experience.
• Able to learn Trustmark consumer and/or mortgage lending guidelines and process loans within 2 years.
• 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.
• Capable of meeting sales goals in a retail environment.
• Basic computer skills and the ability to learn internal technology systems.
• Strong interpersonal and communication skills both verbal and written.
• Time management skills and a detail-oriented approach.
• Demonstrate professional appearance and mannerisms.

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.
• Deliver 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 documents have 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.
• 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 .
• Perform additional duties as assigned.

Skills

Customer service

Sales and cross-selling

NMLS registration

Money handling

Communication skills

Time management

Attention to detail

Professional appearance

Supervisory experience

Retail banking knowledge

Education

High school diploma or GED

Tools

Internal technology systems

Microsoft Office

Job description

Trustmark Bank in Foley, AL seeks a Relationship Banker to identify customer needs and match them with bank products to deepen relationships and improve financial well-being. You will handle cash and non-cash transactions and pursue sales opportunities.

The role focuses on delivering an exceptional customer experience, meeting sales targets, maintaining accuracy, and coaching teammates. A strong customer-service background and NMLS registration are essential, with training provided for consumer