Relationship Banker II - Float

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. Relationship Banker II - Floaters will t ravel between assigned branch locations. Responsibilities Coach and serve as a mentor to Relationship Bankers and Tellers Provide oversight and responsibility to review/approve various transactions to include night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers Handle the cash shipment and vault management for a branch Ability to handle the origination of consumer loans. 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. Deliver an 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 document has 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 Travel between branch locations Perform additional duties as assigned 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 Exceptional customer service skills with the ability to learn and communicate Trustmark products 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…