Relationship Banker I

Join to apply for the Relationship Banker I role at Trustmark Bank4 days ago Be among the first 25 applicantsJoin to apply for the Relationship Banker I role at Trustmark BankGet AI-powered advice on this job and more exclusive features.OverviewRelationship 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.OverviewRelationship 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.ResponsibilitiesIdentify 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.Deliver exceptional customer experience that follows Trustmark's service standards.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, loan payments and the opening, closing and other maintenance of customer accounts).
Balances cash drawer daily for both the cash totals and to ensure appropriate documents have been executed.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.Comply with the bank's guidelines, policies, procedures, and standards of performance.Perform additional duties as assigned.QualificationsHigh school diploma or GEDOne year of sales or customer service experience (in lieu of experience, Bachelor's degree is acceptable).
Able to use basic math concepts and can handle routine transactions and close out the cash drawerExceptional customer service skills with the ability to learn and communicate Trustmark productsPass appropriate assessment tests related to customer service and math skillsAble to meet sales goals in a retail environmentBasic computer skills and the ability to learn internal technology systems to perform work tasksStrong interpersonal and communication skills both verbal and writtenTime management skillsDetail-oriented with a focus on quality and accuracyDemonstrate professional appearance and mannerisms as this position works with the public on a daily basisPreferredExperience in maintaining and balancing a cash drawerPhysical Requirements/Working ConditionsMust be able to sit or stand for long periods of time and use a 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 employmentSeniority levelSeniority levelNot ApplicableEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesBankingReferrals increase your chances of interviewing at Trustmark Bank by 2xSign in to set job alerts for "Relationship Banker" roles.Republican Political Representative (Full-Time & Part-Time)Remote Mortgage Customer Service RepresentativeWork at Home Customer Service Agent (Full-Time & Part-Time) (AL)Alabama, United States $21.00-$22.00 49 minutes agoRemote Insurance Customer Service Representative (Unlicensed)Entry-Level Political Call Center Representative (Republican)Absence Customer Experience Specialist - AlabamaOn-Demand and Contingent Bilingual SpanishAlabama, United States $14.00-$15.00 1 month agoRemote Call CenterCustomer Service RepresentativeMember Services Agent (Call Center/ Contact Center)Customer Service Representative, Full or Part TimeCustomer Service Representative, Full or Part TimeWe're unlocking community knowledge in a new way.
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