Relationship Banker II - Float

Trustmark Bank•Selma, AL

1d•Onsite

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. The role uses proactive sales and service efforts, recognizes referral opportunities, deepens customer relationships, and processes cash and non-cash transactions. Relationship Banker II floaters travel between assigned branch locations. The position also provides guidance to Relationship Bankers and Tellers, oversees and reviews specified transactions, manages branch cash shipments and vaults, and may originate consumer loans. It delivers customer service while selling and cross-selling banking products, processing account and payment transactions, meeting sales and referral goals, and safeguarding bank assets and the workplace. 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 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 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.
Attention to detail and focus on quality and accuracy.
Professional appearance and manner when working with the public.
Ability to sit or stand for long periods and use a computer keyboard and/or mouse while viewing computer screens.
Ability 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 branch cash shipments and vault management.
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 offerings.
Deliver an exceptional customer experience that follows 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 required documentation.
Meet 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 bank guidelines, policies, procedures, and performance standards.
Travel between assigned branch locations.
Perform additional duties as assigned.