Relationship Banker II
On-siteEufaula, Alabama, United States
Job Summary
Identify customer needs and make appropriate referrals through proactive sales and service efforts for deposit accounts, loans, insurance, and cash management. Service, sell, and cross-sell products while delivering exceptional customer experience that follows Trustmark's service standards. Process cash and non-cash transactions including deposits, withdrawals, wire transfers, and loan payments, then balance the cash drawer daily and handle cash shipment and vault management. Make outreach calls to customers and prospects, coach and mentor other Relationship Bankers and Tellers, and review/approve various transactions such as night drop contracts and ATM deposits. Achieve quarterly sales and referral goals while complying with bank policies and guidelines.
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 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
Desired Qualifications
- 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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