Relationship Banker II

Trustmark Bank•Olive Branch, MS

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 and recognize referral opportunities to deepen customer relationships while processing cash and non-cash transactions. The role also includes mentoring Relationship Bankers and Tellers, reviewing and approving specified transactions, managing a branch’s cash shipment and vault, and originating consumer loans. Management may add, delete, or 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.
Ability to 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, with a focus on quality and accuracy.
Professional appearance and manner, as the position works with the public daily.
Ability to sit or stand for long periods, use a computer keyboard and/or mouse, and view computer screens.
Ability to 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.
Two years of banking industry knowledge, specifically related to 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 bank offerings.
Deliver an exceptional customer experience consistent 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 verifying cash totals and that appropriate documents have been executed.
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.
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 branch vault management.
Originate consumer loans.
Perform additional duties as assigned.