Relationship Banker I

Trustmark Bank • Greenwood, MS

6d

About The Position

Relationship Bankers identify customer needs and match them with appropriate bank products and services to enhance customer satisfaction, loyalty, and financial well-being. Through proactive sales and service efforts and by recognizing referral opportunities, they deepen relationships with current and prospective customers while processing a variety of cash and non-cash transactions.

The role delivers customer service in accordance with Trustmark’s standards, safeguards bank assets and the security of the work environment, and processes transactions accurately. It also involves meeting quarterly sales and referral goals, making outreach calls, and complying with the bank’s guidelines, policies, procedures, and performance standards. Additional duties may be assigned.

Requirements

• High school diploma or GED; a bachelor’s degree is acceptable in lieu of the experience requirement.
• One year of sales or customer service experience, unless substituted by a bachelor’s degree.
• Ability to use basic math concepts, handle routine transactions, and close out a cash drawer.
• Exceptional customer service skills and ability to learn and communicate Trustmark products.
• Pass appropriate customer service and math assessment tests.
• Ability to meet sales goals in a retail environment.
• Basic computer skills and ability to learn internal technology systems.
• Strong verbal and written interpersonal and communication skills.
• Time management skills.
• Detail-oriented, with a focus on quality and accuracy.
• Professional appearance and manner, as the position works with the public daily.
• Ability to sit or stand for long periods and use a computer keyboard and/or mouse while viewing computer screens.
• Ability to lift at least 20 pounds to process boxed or bagged coins.

Nice To Haves

• Experience maintaining and balancing a cash drawer.

Responsibilities

• Identify customer needs and make appropriate referrals through proactive sales and service efforts.
• Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, and other offerings.
• Deliver an exceptional customer experience in accordance with Trustmark’s service standards.
• Safeguard bank assets and the security of the working environment while accurately processing deposits and withdrawals, collection items, wire transfers, credit card transactions, loan payments, and customer account openings, closings, and maintenance.
• Balance the cash drawer daily, including cash totals and verification that appropriate documents have been executed.
• Achieve quarterly sales and referral goals while providing excellent customer service and turning service opportunities into sales.
• Make outreach calls to customers and/or prospects.
• Comply with the bank’s guidelines, policies, procedures, and standards of performance.
• Perform additional duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED