Relationship Banker II: Growth, Service & Cross-Sell Expert

Trustmark; Daphne (AL); Ibrido; USD 42.000 - 60.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, dental, vision

401k match

Tuition Reimbursement

Descrizione del lavoro

Trustmark is seeking a Relationship Banker in Alabama to identify customer needs and recommend bank products. You will drive sales, cross-sell deposits and loans, and deliver outstanding service while safeguarding assets and processing daily transactions.

The role emphasizes meeting quarterly sales goals, performing outreach with customers, and mentoring teammates, all within Trustmark guidelines.

Competenze

• High school diploma or GED required.
• Experience in customer service or retail selling is preferred.
• Ability to learn Trustmark consumer/mortgage lending guidelines.

Mansioni

• Identify customer needs and refer to appropriate bank products.
• Service, sell, and cross-sell deposit accounts and loans.
• Deliver exceptional customer experience per Trustmark standards.
• Process cash transactions and maintain cash drawer accuracy.
• Meet sales and referral goals quarterly while serving customers.
• Make outreach calls to customers and prospects.
• Comply with policies and standards; mentor junior staff.
• Review/approve transactions and manage night drop/ATMs as needed.
• Assist with cash shipments and vault management.

Conoscenze

Customer service

Sales cross-selling

NMLS knowledge

Cash handling

Interpersonal comms

Problem solving

Formazione

High school diploma or GED

Strumenti

NMLS system

Descrizione del lavoro

Trustmark is seeking a Relationship Banker in Alabama to identify customer needs and recommend bank products. You will drive sales, cross-sell deposits and loans, and deliver outstanding service while safeguarding assets and processing daily transactions.

The role emphasizes meeting quarterly sales goals, performing outreach with customers, and mentoring teammates, all within Trustmark guidelines.