Relationship Banker II

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 combines proactive sales and service efforts with transaction processing to deepen customer relationships.

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.
• Conduct outreach calls to customers and prospects.
• Comply with bank guidelines, policies, procedures, and performance standards.
• Coach and mentor Relationship Bankers and Tellers.
• Review and approve transactions, including night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers.
• Manage cash shipments and vault operations for the branch.
• Originate consumer loans.
• Perform additional duties as assigned.

Qualifications

• High school diploma or GED.
• 2 years of face-to-face customer service, retail sales, or prior Trustmark Relationship Banker experience with a track record of exceeding individual performance goals.
• Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment.
• Able to register with the National Mortgage Licensing System and Registry (NMLS).
• Basic math skills for handling routine transactions and 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 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.
• Prior supervisory experience in a retail or bank environment preferred.
• Prior experience processing consumer or mortgage loans preferred.
• 2 years of banking industry knowledge, specifically in the Relationship Banker role, preferred.

Physical Requirements / Working Conditions

• Ability to sit or stand for long periods while using a computer keyboard and/or mouse and viewing screens.
• 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 modify responsibilities at any time during employment.