Relationship Banker I

Trustmark Bank • Lynn Haven, FL

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 customer relationships while processing a variety of cash and non-cash transactions. The position also involves maintaining transaction accuracy, safeguarding bank assets and the work environment, and meeting sales and referral goals while providing excellent customer service.

Requirements

• High school diploma or GED.
• One year of sales or customer service experience; a bachelor’s degree may be accepted 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 manner, as the role 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 bank assets and the security of the work 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 cash totals and the execution of appropriate documents.
• Achieve quarterly sales and referral goals while providing excellent customer service and turning service opportunities into sales.
• Make outreach calls to customers and 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