Relationship Banker
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. Responsibilities include coaching and serving as a mentor to Relationship Bankers and Tellers, providing oversight and responsibility to review/approve various transactions, handling cash shipment and vault management for a branch, ability to handle the origination of consumer loans, identifying customer needs and making appropriate referrals through proactive sales/service efforts, servicing, selling, and cross-selling deposit accounts, loan products, insurance products, cash management services, etc., delivering an exceptional customer experience that follows Trustmark's service standards, safeguarding the bank's assets and security of the working environment while processing transactions accurately, balancing cash drawer daily for both the cash totals and to ensure appropriate document has been executed, achieving sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales, making outreach calls to customers and/or prospects, complying with the bank's guidelines, policies, procedures, and standards of performance, traveling between branch locations, and performing additional duties as assigned. Qualifications include a high school diploma or GED, 2 years of face-to-face customer service experience, retail sales experience or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding the individual performance goals, ability to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment, ability to register with the National Mortgage Licensing System and Registry (NMLS), ability 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, passing appropriate assessment tests related to customer service and math skills, ability 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, demonstrating professional appearance and mannerisms as this position works with the public on a daily basis, experience in maintaining and balancing a cash drawer preferred, prior supervisory experience in a retail or bank environment preferred, prior experience processing consumer or mortgage loans preferred, and 2 years of banking industry knowledge specifically of the Relationship Banker position preferred. Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins. Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
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. Responsibilities include coaching and serving as a mentor to Relationship Bankers and Tellers, providing oversight and responsibility to review/approve various transactions, handling cash shipment and vault management for a branch, ability to handle the origination of consumer loans, identifying customer needs and making appropriate referrals through proactive sales/service efforts, servicing, selling, and cross-selling deposit accounts, loan products, insurance products, cash management services, etc., delivering an exceptional customer experience that follows Trustmark's service standards, safeguarding the bank's assets and security of the working environment while processing transactions accurately, balancing cash drawer daily for both the cash totals and to ensure appropriate document has been executed, achieving sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales, making outreach calls to customers and/or prospects, complying with the bank's guidelines, policies, procedures, and standards of performance, traveling between branch locations, and performing additional duties as assigned. Qualifications include a high school diploma or GED, 2 years of face-to-face customer service experience, retail sales experience or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding the individual performance goals, ability to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment, ability to register with the National Mortgage Licensing System and Registry (NMLS), ability 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, passing appropriate assessment tests related to customer service and math skills, ability 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, demonstrating professional appearance and mannerisms as this position works with the public on a daily basis, experience in maintaining and balancing a cash drawer preferred, prior supervisory experience in a retail or bank environment preferred, prior experience processing consumer or mortgage loans preferred, and 2 years of banking industry knowledge specifically of the Relationship Banker position preferred. Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins. Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.