Job details

Relationship Banker II

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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.

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
Potentially manage, coach, and provide training for other Relationship Bankers and/or Tellers; manage scheduling and overtime, conduct required meetings, jointly complete performance appraisals, and delegate additional duties as required
Processing oversight and responsibility to review/approve various transactions, such as night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers
Potential for cash shipment and vault management
Potential for loan origination responsibilities and administration thereof
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
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

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

$50000 / YEARLY (est.)

min

max

$40000K

$60000K

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What You Should Know About Relationship Banker II, Trustmark Bank

If you’re looking for an exciting opportunity to enhance customer relations and make a positive impact, the Relationship Banker II position at Trustmark in Madison might just be the perfect fit for you! In this role, you’ll be at the heart of our banking operations, where your primary goal is to identify customer needs and pair them with the right products and services. Think of it as being a financial matchmaker! You will engage with customers through proactive service, helping to deepen their trust and satisfaction while meeting your sales targets. Every day will present a mix of responsibilities, from facilitating cash transactions and maintaining a balanced cash drawer to making outreach calls and providing top-notch customer service. Not only will you have the chance to secure important financial opportunities for clients, but you might also mentor and coach other Relationship Bankers or Tellers, making a difference in their careers as well. Your experience in face-to-face customer service and sales will shine in this role. If you thrive in a dynamic environment and want to contribute to a bank that values professional growth and customer satisfaction, consider applying for the Relationship Banker II position at Trustmark today!

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

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

As a Relationship Banker II at Trustmark, your primary responsibilities include identifying customer needs, promoting and selling various banking products, and providing excellent customer service. This role involves processing transactions such as deposits, withdrawals, and loan payments, as well as handling cash with precision. You'll also have the opportunity to make outreach calls to clients, helping to deepen their relationships with the bank.