Relationship Banker II

Trustmark - Jackson, MS

Full-time - Entry Level

Jackson, MS

Real Estate

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.

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.
• Continually safeguard the bank's assets and security of the working environment while processing transactions accurately
• Maintain and balance a cash drawer. Abundant cash handling is expected
• Open, close, and maintenance accounts
• Achieve sales and referral goals quarterly while providing excellent customer service
• Making outreach calls to customers and/or prospects
• Meet and greet public in a professional manner that reinforces Trustmark's service standards
• Perform all work within the bank's guidelines, policies, procedures, and standards of performance
• Potentially manage, coach, and provide training for other Relationship Bankers and/or Tellers
• Processing oversight and responsibility to review/approve various transactions
• Potential for cash shipment and vault management
• Potential for loan origination responsibilities and administration thereof
• Perform additional duties as assigned.

Requirements

• High school diploma or equivalent is required
• Ability to meet sales goals in a retail environment
• Basic computer skills and the ability to learn internal technology systems
• Understanding of basic math concepts and principles
• Must pass appropriate assessment tests
• Strong interpersonal and communication skills both verbal and written
• Time management skills
• Detail oriented - must be able to process transactions accurately and efficiently
• Strong and exceptional customer service and sales skills
• Ability to display professional appearance and mannerisms
• Experience in maintaining and balancing a cash drawer preferred
• Minimum twelve (12) months face-to-face customer service experience
• Minimum twelve (12) months sales experience
• Exceptional customer service and sales skills
• Four-year college education or equivalent work experience preferred
• Supervisory experience preferred
• Working knowledge of the banking industry and its processes preferred

Nice-to-haves

• Four-year college education or equivalent work experience preferred
• Supervisory experience preferred
• Working knowledge of the banking industry and its processes preferred