Relationship Banker II

Trustmark Bank•Madison, MS

54d

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 referral opportunities, they deepen customer relationships while processing a range of cash and non-cash transactions. The position also includes mentoring Relationship Bankers and Tellers, reviewing and approving specified transactions, managing branch cash shipments and the vault, and originating consumer loans.

Requirements

High school diploma or GED.
At least 2 years of face-to-face customer service experience, retail sales experience, or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding individual performance goals.
Ability to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment.
Ability to register with the National Mortgage Licensing System and Registry (NMLS).
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 to perform work tasks.
Strong verbal and written interpersonal and communication skills.
Time management skills.
Detail-oriented approach with a focus on quality and accuracy.
Professional appearance and mannerisms when working with the public.
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

Prior supervisory experience in a retail or bank environment.
Prior experience processing consumer or mortgage loans.
2 years of banking industry knowledge, specifically of the Relationship Banker position.

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 verification that 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 prospects.
Comply with the bank’s guidelines, policies, procedures, and performance standards.
Coach and mentor Relationship Bankers and Tellers.
Review and approve transactions and records, including night drop contracts and logs, ATM deposits, collection items, money orders, official checks, and cash drawers.
Handle branch cash shipments and vault management.
Originate consumer loans.
Perform additional duties as assigned.