Relationship Banker II

Relationship Banker

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.

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.
• 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.
• Perform additional duties as assigned.

Qualifications

Preferred :

Physical Requirements / Working Conditions : 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.

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 employment.