Relationship Banker II: Sales, Service & Growth

Trustmark National Bank; Daphne (AL); Presencial; USD 42.000 - 58.000; Jornada completa

Descripción de la vacante

Trustmark National Bank in Daphne, AL seeks a Relationship Banker II to identify customer needs and match them with bank products, while deepening relationships through proactive sales and service.

The role involves handling cash transactions, promoting deposits and loan products, and delivering a superior customer experience. Candidates should have strong communication, math, and problem-solving skills and be ready to meet sales targets.

Formación

• High school diploma or GED required.
• Demonstrated face-to-face customer service experience or retail sales background.
• Ability to learn Trustmark consumer and/or mortgage lending guidelines and process loans within 2 years of employment.
• Must be able to register with the NMLS.
• Strong math and numerical accuracy for transactions.
• Excellent customer service and product knowledge communication skills.
• Ability to meet sales goals in a retail environment.
• Proficient with basic computer systems and internal tools.

Responsabilidades

• Identify customer needs and refer opportunities through proactive sales and service.
• Service, sell, and cross-sell deposit accounts, loan products, insurance, and cash management services.
• Deliver exceptional customer experience following Trustmark standards.
• Safeguard assets by accurately processing transactions and maintaining drawer accuracy.
• Balance cash drawer daily and ensure documents are complete.
• Aim to achieve sales and referral goals quarterly while transforming service into sales.
• Make outreach calls to customers and prospects.
• Comply with bank policies and performance standards.
• Coach and mentor other Relationship Bankers and Tellers.
• Review and approve transactions including night drop, ATM deposits, and cash handling.
• Oversee cash shipment and vault management; handle consumer loan origination as needed.

Conocimientos

Customer service

Sales

Interpersonal skills

Communication skills

Time management

Attention to detail

Professional appearance

Math skills

Educación

High school diploma or GED

Herramientas

Basic computer skills

Descripción del empleo

Trustmark National Bank in Daphne, AL seeks a Relationship Banker II to identify customer needs and match them with bank products, while deepening relationships through proactive sales and service.

The role involves handling cash transactions, promoting deposits and loan products, and delivering a superior customer experience. Candidates should have strong communication, math, and problem-solving skills and be ready to meet sales targets.