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Relationship Banker I 2025-18707
Relationship Banker I 2025-18707Mississippi Staffing • Oxford, MS, US
Relationship Banker I 2025-18707

Relationship Banker I 2025-18707

Mississippi Staffing • Oxford, MS, US
4 days ago
Job type
  • Full-time
Job description

Relationship Banker I

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.

Duties & 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.
  • 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.

Requirements and Qualifications :

  • High school diploma or GED. One 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 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 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 daily.
  • Equal Opportunity / Affirmative Action Employer.

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    Relationship Banker • Oxford, MS, US

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