Relationship Banker I

About the role

Relationship Bankers identify customer needs and match them with appropriate bank products and services to enhance customer satisfaction, loyalty, and financial well-being. Through proactive sales and service efforts, Relationship Bankers deepen customer relationships while processing a variety of cash and non-cash transactions.

Responsibilities

• Identify customer needs and make appropriate referrals through proactive sales and service efforts.
• Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, and more.
• Deliver exceptional customer experience following Trustmark’s service standards.
• Safeguard the bank’s assets and ensure security while processing transactions accurately (deposits, withdrawals, collection items, wire transfers, credit card transactions, loan payments, and account maintenance).
• Balance cash drawer daily, ensuring accurate totals and proper documentation.
• Achieve quarterly sales and referral goals while transforming service opportunities into sales.
• Make outreach calls to customers and prospects.
• Comply with the bank’s guidelines, policies, procedures, and performance standards.
• Perform additional duties as assigned.

Qualifications

• High school diploma or GED.
• One year of sales or customer service experience (a Bachelor’s degree may substitute for experience).
• Able to use basic math concepts and handle routine transactions, including cash drawer reconciliation.
• Exceptional customer service skills with the ability to learn and communicate Trustmark products.
• Pass assessment tests related to customer service and math skills.
• Able to meet sales goals in a retail environment.
• Basic computer skills and the ability to learn internal technology systems.
• Strong interpersonal, verbal, and written communication skills.
• Effective time management and detail-oriented with a focus on quality and accuracy.
• Professional appearance and mannerisms for daily public interaction.

Preferred

• Experience maintaining and balancing a cash drawer.

Physical Requirements

• Ability to sit or stand for long periods while using a computer keyboard and mouse.
• Ability to lift at least 20 pounds to process boxed or bagged coins.

This description is not exhaustive, and management may modify responsibilities as needed.