Relationship Banker II

Trustmark Bank•Houston, TX

About The Position

Relationship Bankers identify customer needs and match customers with appropriate bank products and services to support satisfaction, loyalty, and financial well-being. Through proactive sales and service, they deepen relationships, identify referral opportunities, and process cash and non-cash transactions. The role also supports branch operations through transaction oversight, cash and vault management, consumer loan origination, and mentoring other Relationship Bankers and Tellers.

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 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.
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, 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 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 working 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 execution of appropriate documents.
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 bank 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.
Manage cash shipments and the branch vault.
Originate consumer loans.
Perform additional duties as assigned.