Relationship Banker - Branch Manager I

Responsibilities

• Lead (or assist in leading) the branch’s efforts in business development, referrals to other lines of business, increase in wallet share, fee income, deposits, and loans.
• Conduct sales calls and customer meetings.
• Take and process loan applications, interview applicants, and clear exceptions and past dues.
• Manage loan portfolio and help/service customers.
• Stay up to date with current regulations and processes.
• Ensure marketing materials and personnel in the branch comply with current regulations and policies.
• Steer branch and personnel towards superior sales, service, and operations and outline a path for reaching or exceeding goals while mitigating risks and losses.
• Celebrate productive branch meetings/huddles with effective communication and an emphasis on business development, market share and profitability.
• Interview prospective employees.
• Mentor, train, coach, and manage branch personnel for day-to-day activities, along with their team member’s individual growth/improvement.
• Manage, among other things: scheduling, performance appraisals, cash items, balancing of ITM, ATM, and cash dispenser, review night deposit log, night deposit contracts, safe deposit records, branch audits, employee time reporting along with other typical management duties and tasks.
• Potentially participate in visible roles in the community in civic and other service organizations.
• Perform additional duties as assigned.

Qualifications

• Four-year college education or equivalent banking experience
• Three (3) years platform banking experience -OR- Minimum of five (5) years proven and progressive experience in one or more of the following areas: Banking experience (credit, treasury management, etc.), Business development, Related financial services experience, Highly developed supervisory experience or Trustmark’s Development Associate training
• Ability to meet sales goals in a retail environment
• Basic computer skills and the ability to learn internal technology systems to perform tasks
• Strong interpersonal and communication skills (both verbal and written)
• Time management skills
• Exceptional customer service abilities
• Extensive understanding of Retail Banking products and services, along with a working knowledge of other lines of business
• May require registration with the National Mortgage Licensing System and Registry (NMLS)
• Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens

Physical Requirements/Working Conditions

• Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens