Relationship Banker II - Float

Responsibilities

• Coach and serve as a mentor to Relationship Bankers and Tellers
• Provide oversight and responsibility to review/approve various transactions
• Handle the cash shipment and vault management for a branch
• Originate consumer loans and identify customer needs for appropriate referrals
• Serve, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.
• Deliver an exceptional customer experience following Trustmark’s service standards
• Process transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments, and account maintenance)
• Balance cash drawer daily for both cash totals and appropriate documentation
• Achieve sales and referral goals quarterly while providing excellent customer service
• Make outreach calls to customers and/or prospects
• Comply with the bank’s guidelines, policies, procedures, and standards of performance
• Travel between branch locations
• Perform additional duties as assigned

Qualifications

• High school diploma or GED
• 2 years of face-to-face customer service experience, retail sales experience, or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding 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)
• Able to use basic math concepts and handle routine transactions and close out the cash drawer
• Exceptional customer service skills with the ability to learn and communicate Trustmark products
• Able to pass appropriate 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 to perform work tasks
• Strong interpersonal and communication skills both verbally and in writing
• Time management skills
• Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis
• Experience in maintaining and balancing a cash drawer preferred
• 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 of the Relationship Banker position preferred

Physical Requirements/Working Conditions

• Must be able to sit or stand for long periods of time and use computer keyboard and/or mouse, while viewing computer screens
• Must be able to lift at least 20 pounds in order to process boxed or bagged coins