Relationship Banker I - Float

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. This role involves proactive sales and service efforts, recognizing referral opportunities, and processing a variety of cash and non-cash transactions. Floaters will travel between assigned branch locations.

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, etc.
• Deliver an 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 for cash totals and ensure proper documentation.
• Achieve sales and referral goals quarterly while transforming service opportunities into sales.
• Make outreach calls to customers and/or prospects.
• Comply with the bank’s guidelines, policies, procedures, and performance standards.
• Travel between branch locations as a floater.
• Perform additional duties as assigned.

Requirements

• High school diploma or GED.
• One year of sales or customer service experience (a Bachelor’s degree may substitute for experience).
• Ability to use basic math concepts and handle routine transactions, including closing out a cash drawer.
• Exceptional customer service skills with the ability to learn and communicate Trustmark products.
• Pass assessment tests related to customer service and math skills.
• Ability 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 skills.
• Detail-oriented with a focus on quality and accuracy.
• Professional appearance and mannerisms for daily public interaction.
• Experience maintaining and balancing a cash drawer preferred.

Physical Requirements

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

This is a brief description of the position. Management retains the right to add, delete, or modify responsibilities at any time during employment.