Relationship Banker II - Float

Relationship Bankers identify customer needs and match them with appropriate bank products and services to enhance customer satisfaction, loyalty, and financial well-being. Utilizing proactive sales and service efforts, Relationship Bankers deepen customer relationships while processing cash and non-cash transactions. Floaters travel between assigned branch locations and are encouraged to apply for open permanent positions.

Responsibilities

• 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
• Handle cash shipments and vault management for a branch
• Originate consumer loans
• Identify customer needs and make appropriate referrals through proactive sales and service efforts
• Service, sell, and cross-sell deposit accounts, loan products, insurance products, and cash management services
• Deliver an exceptional customer experience following Trustmark’s service standards
• Safeguard the bank’s assets and 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 into sales opportunities
• Make outreach calls to customers and/or prospects
• Comply with the bank’s guidelines, policies, procedures, and performance standards
• 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 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 and ability to handle routine transactions and close out the 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
• Able to meet sales goals in a retail environment
• Basic computer skills and ability to learn internal technology systems
• Strong interpersonal and communication skills (verbal and written)
• 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
• 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
• Must be able to use a computer keyboard and/or mouse while viewing computer screens
• Must be able to lift at least 20 pounds to process boxed or bagged coins