Job details

Relationship Banker I

Get a free resume review

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.

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)

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

$37500 / YEARLY (est.)

min

max

$30000K

$45000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Relationship Banker I, Trustmark Bank

If you're looking for an exciting opportunity to make a real difference in people's lives, consider joining Trustmark as a Relationship Banker I in Hattiesburg! In this dynamic role, you'll play a key role in enhancing customer satisfaction by identifying their needs and matching them with the perfect banking products and services. Your proactive approach will not only foster deeper relationships with customers but also empower them to achieve their financial goals. You’ll be responsible for a variety of tasks from servicing accounts to processing transactions accurately, all while maintaining a welcoming and professional environment. Emphasis on sales is crucial, as reaching quarterly sales and referral goals will be part of your mission. Building trust with your clients and ensuring the security of the bank’s assets will be central to your daily responsibilities. You'll also have the chance to make outreach calls and receive customers with a warm smile, reinforcing the stellar service standards Trustmark is known for. This role demands strong interpersonal skills, attention to detail, and the ability to balance multiple tasks effectively. If you have a passion for sales, a knack for customer service, and want to grow your career in the banking industry, we would love to have you on our team!

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

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

As a Relationship Banker I at Trustmark, your main responsibilities will include identifying customer needs, processing a variety of transactions, and achieving sales and referral goals. You will service and sell banking products, including deposit accounts and loans, while ensuring customer satisfaction and safeguarding the bank’s assets.