Relationship Banker I

Trustmark Bank • Hazlehurst, MS

1d

About The Position

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

The role includes servicing, selling, and cross-selling bank products; delivering customer service according to Trustmark’s standards; processing transactions accurately and safeguarding bank assets and the work environment; balancing a cash drawer; and meeting quarterly sales and referral goals. The position also involves customer outreach, compliance with bank policies and procedures, and other duties as assigned.

This is a brief description and is not limited to the duties listed. Management may add, delete, or modify responsibilities during employment.

Requirements

• High school diploma or GED.
• One year of sales or customer service experience; a bachelor’s degree is acceptable in lieu of experience.
• 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 approach focused on quality and accuracy.
• Professional appearance and mannerisms when working with the public.
• Able to sit or stand for long periods, use a computer keyboard and/or mouse while viewing computer screens, and 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, withdrawals, collection items, wire transfers, credit card transactions, loan payments, and customer account openings, closings, and maintenance.
• Balance the cash drawer daily, including reconciling cash totals and ensuring required documents have been executed.
• Achieve quarterly sales and referral goals while providing excellent customer service and converting service opportunities into sales.
• Make outreach calls to customers and/or prospects.
• Comply with the bank’s guidelines, policies, procedures, and performance standards.
• Perform additional duties as assigned.

What This Job Offers

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