Relationship Banker II - Floater

Trustmark Bank•Houston, TX

51d

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. They use proactive sales and service efforts, recognize referral opportunities, deepen customer relationships, and process a variety of cash and non-cash transactions. Relationship Banker II Floaters travel among assigned locations.

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 a focus on quality and accuracy.
Professional appearance and mannerisms when working with the public.
Ability to sit or stand for long periods, use a computer keyboard and/or mouse while viewing computer screens, and 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.
Safeguard bank assets and the security of the working environment while accurately processing deposits, withdrawals, collection items, wire transfers, credit card transactions, and loan payments.
Maintain and balance a cash drawer and handle abundant cash transactions.
Open, close, and maintain accounts.
Achieve quarterly sales and referral goals while providing excellent customer service and turning service opportunities into sales.
Make outreach calls to customers and/or prospects.
Meet and greet the public professionally in a manner that reinforces Trustmark's service standards.
Perform all work in accordance with the bank's guidelines, policies, procedures, and performance standards.
Potentially manage, coach, and train other Relationship Bankers and/or Tellers; manage scheduling and overtime; conduct required meetings; jointly complete performance appraisals; and delegate duties.
Oversee processing and review or approve transactions such as night drop contracts and logs, ATM deposits, collection items, money orders, official checks, and cash drawers.
Potentially handle cash shipments and vault management.
Potentially originate loans and administer loan-related processes.
Travel among assigned locations.
Perform additional duties as assigned.