Relationship Banker II

Trustmark National Bank • Mobile, AL

103d

About The Position

Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions.

Requirements

• High school diploma or GED.
• 2 years of face-to-face customer service experience, retail sales experience or prior Trustmark Relationship Banker experience.
• Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment.
• Be able to register with the National Mortgage Licensing System and Registry (NMLS).
• Able to use basic math concepts and can handle routine transactions and close out the cash drawer.
• Exceptional customer service skills with the ability to learn and communicate Trustmark products.
• Pass appropriate assessment tests related to customer service and math skills.
• Able to meet sales goals in a retail environment.
• Basic computer skills and the ability to learn internal technology systems to perform work tasks.
• Strong interpersonal and communication skills both verbal and written.
• Time management skills.
• Detail-oriented with a focus on quality and accuracy.
• Demonstrate professional appearance and mannerisms.

Nice To Haves

• Prior supervisory experience in a retail or bank environment.
• Prior experience processing consumer or mortgage loans.
• 2 years of banking industry knowledge specifically of the Relationship Banker position.

Responsibilities

• Identify customer needs and make the appropriate referrals through proactive sales/service efforts.
• Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.
• Deliver exceptional customer experience that follows Trustmark's service standards.
• Safeguard the bank's assets and security of the working environment while processing transactions accurately.
• Balance cash drawer daily for both the cash totals and to ensure appropriate documents have been executed.
• Achieve sales and referral goals quarterly while providing excellent customer service.
• Make outreach calls to customers and/or prospects.
• Comply with the bank's guidelines, policies, procedures, and standards of performance.
• Coach and serve as a mentor to Relationship Bankers and Tellers.
• Provide oversight and responsibility to review/approve various transactions.
• Handle the cash shipment and vault management for a branch.
• Ability to handle the origination of consumer loans.
• Perform additional duties as assigned.

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED