Trustmark Bank
Join to apply for the
Relationship Banker I - Float
role at
Trustmark Bank
3 days ago Be among the first 25 applicants
Join to apply for the
Relationship Banker I - Float
role at
Trustmark Bank
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.
Role Details
Relationship Banker I - Floaters will travel between assigned branch locations.
Responsibilities
Identify customer needs and make 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.
Safeguard the bank’s assets and security while processing transactions accurately (deposits, withdrawals, collection items, wire transfers, credit card transactions, loan payments, account maintenance).
Balance cash drawer daily and ensure proper documentation.
Achieve sales and referral goals quarterly, providing excellent service and transforming service into sales opportunities.
Make outreach calls to customers and prospects.
Comply with bank policies, procedures, and standards of performance.
Travel between branch locations as needed.
Perform additional duties as assigned.
Qualifications
High school diploma or GED.
One year of sales or customer service experience (or Bachelor’s degree in lieu of experience).
Ability to use basic math concepts and handle routine transactions.
Exceptional customer service skills with knowledge of Trustmark products.
Pass assessments related to customer service and math skills.
Ability to meet sales goals in a retail environment.
Basic computer skills and ability to learn internal systems.
Strong interpersonal and communication skills (verbal and written).
Time management skills.
Attention to detail, quality, and accuracy.
Professional appearance and mannerisms.
Experience in maintaining and balancing a cash drawer is preferred.
Physical Requirements/Working Conditions
Must be able to sit or stand for long periods, use a computer, and lift at least 20 pounds.
Note:
This description is not exhaustive. Management may modify responsibilities as needed.
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Relationship Banker I - Float
role at
Trustmark Bank
3 days ago Be among the first 25 applicants
Join to apply for the
Relationship Banker I - Float
role at
Trustmark Bank
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.
Role Details
Relationship Banker I - Floaters will travel between assigned branch locations.
Responsibilities
Identify customer needs and make 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.
Safeguard the bank’s assets and security while processing transactions accurately (deposits, withdrawals, collection items, wire transfers, credit card transactions, loan payments, account maintenance).
Balance cash drawer daily and ensure proper documentation.
Achieve sales and referral goals quarterly, providing excellent service and transforming service into sales opportunities.
Make outreach calls to customers and prospects.
Comply with bank policies, procedures, and standards of performance.
Travel between branch locations as needed.
Perform additional duties as assigned.
Qualifications
High school diploma or GED.
One year of sales or customer service experience (or Bachelor’s degree in lieu of experience).
Ability to use basic math concepts and handle routine transactions.
Exceptional customer service skills with knowledge of Trustmark products.
Pass assessments related to customer service and math skills.
Ability to meet sales goals in a retail environment.
Basic computer skills and ability to learn internal systems.
Strong interpersonal and communication skills (verbal and written).
Time management skills.
Attention to detail, quality, and accuracy.
Professional appearance and mannerisms.
Experience in maintaining and balancing a cash drawer is preferred.
Physical Requirements/Working Conditions
Must be able to sit or stand for long periods, use a computer, and lift at least 20 pounds.
Note:
This description is not exhaustive. Management may modify responsibilities as needed.
#J-18808-Ljbffr