Relationship Banker II - Float

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.

Floaters will travel between assigned branch locations and are encouraged to apply for open positions for permanent placement.

Responsibilities

Coach and serve as a mentor to Relationship Bankers and Tellers

Provide oversight and responsibility to review/approve various transactions to include night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers

Handle the cash shipment and vault management for a branch

Ability to handle the origination of consumer loans.

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

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 the individual performance goals.

Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment

Be able to register with the National Mortgage Licensing System and Registry (NMLS)

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

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.

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