Relationship Banker II - Float

Trustmark Bank•Tupelo, MS

About The Position

Relationship Bankers identify customer needs and recommend appropriate bank products and services to support customer satisfaction, loyalty, and financial well-being. They use proactive sales and service efforts, recognize referral opportunities, deepen customer relationships, and process a variety of cash and non-cash transactions. Floaters travel between assigned branch locations and are encouraged to apply for open positions for permanent placement. This role includes mentoring Relationship Bankers and Tellers, overseeing and approving specified transactions, managing branch cash shipments and vaults, and originating consumer loans. The position also involves servicing and selling deposit accounts, loans, insurance products, and cash management services; maintaining transaction accuracy and asset security; meeting sales and referral goals; and delivering customer service in accordance with Trustmark standards. Additional duties may be assigned, and management may modify responsibilities during employment.

Requirements

High school diploma or GED.
Two 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 two 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.
Strong verbal and written interpersonal and communication skills.
Time management skills.
Detail-oriented approach with a focus on quality and accuracy.
Professional appearance and manner, as the role works with the public daily.
Must be able to sit or stand for long periods and use a computer keyboard and/or mouse while viewing computer screens.
Must be able to lift at least 20 pounds to process boxed or bagged coins.

Nice To Haves

Experience maintaining and balancing a cash drawer.
Prior supervisory experience in a retail or bank environment.
Prior experience processing consumer or mortgage loans.
Two years of banking industry knowledge, specifically of the Relationship Banker position.

Responsibilities

Coach and mentor Relationship Bankers and Tellers.
Review and approve transactions, including night drop contracts and logs, ATM deposits, collection items, money orders, official checks, and cash drawers.
Handle cash shipments and vault management for a branch.
Originate consumer loans.
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 products.
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 opening, closing, and maintenance.
Balance the cash drawer daily, including verifying cash totals and appropriate documentation.
Achieve quarterly sales and referral goals while providing excellent service and turning service opportunities into sales.
Make outreach calls to customers and prospects.
Comply with bank guidelines, policies, procedures, and performance standards.
Travel between branch locations.
Perform additional duties as assigned.