Relationship Banker II - Float
On-siteFreeport, Florida, United States
Job Summary
Coach and mentor Relationship Bankers and Tellers while overseeing the review and approval of transactions including night drop contracts, ATM deposits, and official checks. Manage cash shipments and vaults for assigned branches, balance daily cash drawers, and safeguard bank assets during accurate processing of deposits, withdrawals, and wire transfers. Identify customer needs to make appropriate referrals and service deposit accounts, loan products, and insurance offerings to meet quarterly sales goals. Make outreach calls to customers and prospects, comply with bank policies, and travel between branch locations as needed.
Required Qualifications
- High school diploma or GED
- 2 years of face-to-face customer service experience, retail sales experience or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding the individual performance goals
- Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment
- Be able to register with the National Mortgage Licensing System and Registry (NMLS)
- Able to use basic math concepts and can handle routine transactions and close out the cash drawer
- Pass appropriate assessment tests related to customer service and math skills
- Able to meet sales goals in a retail environment
- Basic computer skills and the ability to learn internal technology systems to perform work tasks
- Strong interpersonal and communication skills both verbal and written
- Time management skills
- Detail-oriented with a focus on quality and accuracy
- Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis
- 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
- Travel between branch locations
Desired Qualifications
- Experience in maintaining and balancing a cash drawer preferred
- Prior supervisory experience in a retail or bank environment preferred
- Prior experience processing consumer or mortgage loans preferred
- 2 years of banking industry knowledge specifically of the Relationship Banker position preferred
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