Job details

Relationship Banker I - Floater

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Overview

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. (Duties may vary from branch to branch)

Relationship Banker I - Floaters will travel between assigned branch locations

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.
Travel between branch locations.

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

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.

Average salary estimate

$35000 / YEARLY (est.)

min

max

$30000K

$40000K

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What You Should Know About Relationship Banker I - Floater, Trustmark Bank

Are you ready to jumpstart your career in banking? At Trustmark, we're looking for a Relationship Banker I - Floater based in Hattiesburg who is not just seeking a job, but an opportunity to make a true impact on our customers' financial lives. As a Relationship Banker, you’ll play a pivotal role in identifying customer needs and matching them with our wide array of bank products and services. The dynamic nature of this position means you'll travel between branch locations, deepening customer relationships while also managing various cash and non-cash transactions. Your day-to-day will be filled with interacting with customers, conducting outreach calls, and proactively selling deposit accounts, loans, insurance products, and more. Your focus on customer satisfaction will be paramount as you ensure that every interaction adheres to Trustmark’s standards of service excellence. Of course, maintaining security and accuracy while handling transactions is a key part of your role, so you’ll need to possess a keen attention to detail and strong cash handling skills. We're looking for someone with a high school diploma, basic computer skills, and a passion for customer service. If you're a proactive individual with a knack for sales and a desire to help customers achieve their financial goals, this position could be your perfect match. Dive into a fulfilling banking career where your contributions truly matter!

Frequently Asked Questions (FAQs) for Relationship Banker I - Floater Role at Trustmark Bank

What are the responsibilities of a Relationship Banker I - Floater at Trustmark?

As a Relationship Banker I - Floater at Trustmark, your primary responsibilities include identifying customer needs, servicing deposit accounts, and cross-selling various bank products. You'll also be handling cash transactions, maintaining a balanced cash drawer, and performing outreach calls to clients. Providing exceptional customer service and achieving sales goals are essential components of this role, ensuring customer satisfaction and loyalty.