What are the responsibilities and job description for the Relationship Banker II position at Trustmark National 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.
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
- 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
- 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
- Open, close, and maintenance accounts
- 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
- 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 cash shipment and vault management
- Potential for loan origination responsibilities and administration thereof
- Perform additonal duties as assigned.
- Minimum twelve (12) months face-to-face customer service experience
- Minimum twelve (12) months sales experience
- Exceptional customer service and sales skills
- Working knowledge of the banking industry and its processes
- Four-year college education or equivalent work experience preferred
- Supervisory experience preferred
- High school diploma or equivalent is required
- Ability to meet sales goals in a retail environment
- Basic computer skills and the ability to learn internal technology systems to perform work tasks
- Understanding of basic math concepts and principles
- Must pass appropriate assessment tests
- Strong interpersonal and communication skills both verbal and written
- Time management skills
- Detail oriented – must be able to process transactions accurately and efficiently
- Ability to display professional appearance and mannerisms
- Experience in maintaining and balancing a cash drawer preferred
- Ability to handle some daily lifting of boxed or bagged coins required (weight may vary)
- Must be able to sit or stand for long periods of time and use computer keyboard and/or mouse, while viewing computer screens
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