Relationship Banker I

Trustmark Bank • McComb, MS

3d

About The Position

Relationship Bankers identify customer needs and match them with appropriate bank products and services to improve customer satisfaction, loyalty, and financial well-being. Through proactive sales and service efforts and by recognizing referral opportunities, they deepen relationships with current and prospective customers while processing cash and non-cash transactions. The role also involves safeguarding bank assets, following Trustmark’s service standards and policies, and achieving sales and referral goals.

Requirements

• High school diploma or GED.
• One year of sales or customer service experience; a bachelor’s degree may be accepted in lieu of experience.
• 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.
• 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 and use a computer keyboard and/or mouse while viewing screens.
• Ability to lift at least 20 pounds to process boxed or bagged coins.

Nice To Haves

• Experience maintaining and balancing a cash drawer.

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 consistent 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.
• Achieve quarterly sales and referral goals while providing excellent customer service and converting service opportunities into sales.
• Make outreach calls to customers and/or prospects.
• Comply with bank guidelines, policies, procedures, and performance standards.
• Perform additional duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED