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 (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, and loan payments)
Maintain and balance a cash drawer. Abundant cash handling is expected
Open, close, and maintenance accounts
Must achieve 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
Meet and greet public in a professional manner that reinforces Trustmark’s service standards
All work must be performed within the bank’s guidelines, policies, procedures, and standards of performance
Perform additional duties as assigned.
Qualifications
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 to perform work tasks
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
Preferred twelve (12) months sales experience
Preferred twelve (12) months face-to-face customer service experience
Ability to handle some daily lifting of boxed or bagged coins required (weight may vary)
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance and Sales
Industries
Banking
Referrals increase your chances of interviewing at Trustmark Bank by 2x