Relationship Banker I

Trustmark Bank • Niceville, FL

2d

About The Position

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

This role includes serving customers, promoting and referring bank products, processing transactions accurately, safeguarding bank assets, balancing a cash drawer, and meeting quarterly sales and referral goals. The position also involves customer outreach and compliance with the bank’s guidelines, policies, procedures, and performance standards. The description is brief and not exhaustive; 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 the cash drawer.
• Exceptional customer service skills and ability to learn and communicate Trustmark products.
• Pass appropriate assessments related to customer service and math skills.
• Ability to meet sales goals in a retail environment.
• Basic computer skills and ability to learn internal technology systems to perform work tasks.
• Strong verbal and written interpersonal and communication skills.
• Time-management skills.
• Detail-oriented, with a focus on quality and accuracy.
• Professional appearance and manner appropriate for a position that works with the public daily.
• Ability 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 the bank’s 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 ensuring appropriate 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 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