Relationship Banker II - Float

Trustmark Bank•Freeport, FL

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. 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.

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 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, with a focus on quality and accuracy.
Professional appearance and manner when working with the public.
Must be able to sit or stand for long periods, use a computer keyboard and/or mouse while viewing screens, and 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 and related 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.
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 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 verification that appropriate documents have been executed.
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 the bank’s guidelines, policies, procedures, and performance standards.
Travel between branch locations.
Perform additional duties as assigned.