Post Job Free
Sign in

Relationship Banker I - Float

Company:
Trustmark
Location:
Mobile, AL, 36606
Posted:
May 01, 2025
Apply

Description:

Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions.

Relationship Banker I - Floaters will travel between assigned branch locations

Responsibilities

Identify customer needs and make the appropriate referrals through proactive sales/service efforts

Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.

Deliver an exceptional customer experience that follows Trustmark’s service standards

Continually safeguard the bank’s assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts)

Balances cash drawer daily for both the cash totals and to ensure appropriate document has been executed

Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales

Making 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

One year of sales or customer service experience (in lieu of experience, Bachelor’s degree is acceptable).

Able to use basic math concepts and can handle routine transactions and close out the cash drawer

Exceptional customer service skills with the ability to learn and communicate Trustmark products

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 verbal and written

Time management skills

Detail-oriented with a focus on quality and accuracy

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

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.

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

Regular Full-Time

Apply