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Relationship Banker I Jobs

Company

Trustmark National Bank
Address , Brewton, 36426, Al
Employment type FULL_TIME
Salary
Expires 2023-06-18
Posted at 1 year ago
Job Description
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.
Responsibilities:
  • Open, close, and maintenance accounts
  • Making outreach calls to customers and/or prospects
  • Meet and greet public in a professional manner that reinforces Trustmark’s service standards
  • All work must be performed within the bank’s guidelines, policies, procedures, and standards of performance
  • Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.
  • Perform additional duties as assigned.
  • Identify customer needs and make the appropriate referrals through proactive sales/service efforts
  • 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, and loan payments)
  • Maintain and balance a cash drawer. Abundant cash handling is expected
  • Must achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales
Qualifications:
  • Basic computer skills and the ability to learn internal technology systems to perform work tasks
  • Preferred twelve (12) months sales experience
  • Ability to meet sales goals in a retail environment
  • High school diploma or equivalent is required
  • Ability to display professional appearance and mannerisms
  • Strong interpersonal and communication skills both verbal and written
  • Strong and exceptional customer service and sales skills
  • Time management skills
  • Must be able to sit or stand for long periods of time and use computer keyboard and/or mouse, while viewing computer screens
  • Understanding of basic math concepts and principles
  • Must pass appropriate assessment tests
  • Detail oriented – must be able to process transactions accurately and efficiently
  • Preferred twelve (12) months face-to-face customer service experience
  • Ability to handle some daily lifting of boxed or bagged coins required (weight may vary)
  • Experience in maintaining and balancing a cash drawer preferred