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.
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 maintain accounts.
- Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales.
- Make outreach calls to customers and/or prospects.
- Meet and greet public in a professional manner that reinforces Trustmark’s service standards.
- Perform all work 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.
- Process 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.
Qualifications:
- High school diploma or equivalent is required.
- Ability to meet sales goals in a retail environment.
- Basic computer skills and the ability to learn internal technology systems to perform work tasks.
- Understanding of basic math concepts and principles.
- Must pass appropriate assessment tests.
- Strong interpersonal and communication skills both verbal and written.
- Detail-oriented – must be able to process transactions accurately and efficiently.
- Strong and exceptional customer service and sales skills.
- Ability to display professional appearance and mannerisms.
- Experience in maintaining and balancing a cash drawer preferred.
- Minimum twelve (12) months face-to-face customer service experience.
- Exceptional customer service and sales skills.
- Four-year college education or equivalent work experience preferred.
- Supervisory experience preferred.
- Working knowledge of the banking industry and its processes preferred.
Working with Us
Teamwork and the individual contributions of our associates are recognized as the drivers of our success. At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer, and shareholder is respected, valued, and encouraged to share in our commitment. We make significant investments in our associates so that they may enhance their personal and professional skills because we want each associate to grow, flourish, and fulfill their career aspirations. Come onboard and join our team!
Equal Opportunities for All
Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment.
Upon accepting a position with Trustmark, the following pre-employment screenings must be completed:
- Verification of employment, education, and other data provided by you on your employment application.
- Verification of eligibility to work in the US.
- Criminal background check.
- Credit check (required for certain positions).
- Fingerprinting (required for certain positions).
#J-18808-Ljbffr
