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Company

Trustmark National Bank
Address , Fairhope, 36532
Employment type FULL_TIME
Salary
Expires 2023-09-12
Posted at 8 months 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:
  • Perform additonal duties as assigned.
  • Processing oversight and responsibility to review/approve various transactions, such as night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers
  • Potential for loan origination responsibilities and administration thereof
  • Meet and greet public in a professional manner that reinforces Trustmark’s service standards
  • Must achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales
  • 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)
  • Potential for cash shipment and vault management
  • Maintain and balance a cash drawer. Abundant cash handling is expected
  • Making outreach calls to customers and/or prospects
  • 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.
  • All work must be performed within the bank’s guidelines, policies, procedures, and standards of performance
  • Potentially manage, coach, and provide training for other Relationship Bankers and/or Tellers; manage scheduling and overtime, conduct required meetings, jointly complete performance appraisals, and delegate additional duties as required
  • Open, close, and maintenance accounts
Qualifications:
  • Strong interpersonal and communication skills both verbal and written
  • Supervisory experience preferred
  • Time management skills
  • Detail oriented – must be able to process transactions accurately and efficiently
  • Must pass appropriate assessment tests
  • Ability to meet sales goals in a retail environment
  • Strong and exceptional customer service and sales skills
  • Understanding of basic math concepts and principles
  • High school diploma or equivalent is required
  • Working knowledge of the banking industry and its processes preferred
  • Minimum twelve (12) months sales experience
  • Basic computer skills and the ability to learn internal technology systems to perform work tasks
  • Ability to display professional appearance and mannerisms
  • Experience in maintaining and balancing a cash drawer preferred
  • Minimum twelve (12) months face-to-face customer service experience
  • Four-year college education or equivalent work experience preferred
  • Exceptional customer service and sales skills