Relationship Banker II

3 weeks ago

Vero Beach, United States Trustmark Full time
Overview

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.

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.
  • 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, and loan payments)
  • Maintain and balance a cash drawer. Abundant cash handling is expected
  • Open, close, and maintenance accounts
  • Must 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
  • Meet and greet public in a professional manner that reinforces Trustmark's service standards
  • All work must be performed within the bank's guidelines, policies, procedures, and standards of performance
  • Potentially manage, coach, and provide training for other Relationship Bankers and/or Tellers; manage scheduling and overtime, conduct required meetings, jointly complete performance appraisals, and delegate additional duties as required
  • Processing oversight and responsibility to review/approve various transactions, such as night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers
  • Potential for cash shipment and vault management
  • Potential for loan origination responsibilities and administration thereof
  • Perform additional duties as assigned.
Qualifications
  • High school diploma or equivalent is required
  • Ability to meet sales goals in a retail environment
  • Basic computer skills and the ability to learn internal technology systems to perform work tasks
  • Understanding of basic math concepts and principles
  • Must pass appropriate assessment tests
  • Strong interpersonal and communication skills both verbal and written
  • Time management skills
  • Detail oriented - must be able to process transactions accurately and efficiently
  • Strong and exceptional customer service and sales skills
  • Ability to display professional appearance and mannerisms
  • Experience in maintaining and balancing a cash drawer preferred
  • Minimum twelve (12) months face-to-face customer service experience
  • Minimum twelve (12) months sales experience
  • Exceptional customer service and sales skills
  • Four-year college education or equivalent work experience preferred
  • Supervisory experience preferred
  • Working knowledge of the banking industry and its processes preferred

  • Relationship Banker II

    3 weeks ago

    Neptune Beach, Florida, United States Regions Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...

  • Relationship Banker II

    1 week ago

    Neptune Beach, Florida, United States Regions Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...

  • Relationship Banker II

    3 weeks ago

    Deerfield Beach, Florida, United States Regions Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...

  • Relationship Banker II

    1 week ago

    Deerfield Beach, Florida, United States Regions Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...

  • Universal Banker II

    4 weeks ago

    Santa Rosa Beach, United States United Community Bank Full time

    Universal Banker II Reports To: Varies. Direct Reports: N/ A - Salary Grade: 6 SUMMARY - As a Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. In addition to assisting with everyday transac Universal Banker, Banker, Teller, Customer Service, Deposit, Operations, Banking

  • Relationship Banker II

    3 weeks ago

    New Smyrna Beach, Florida, United States Regions Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...

  • Relationship Banker II

    1 week ago

    New Smyrna Beach, Florida, United States Regions Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...

  • Relationship Banker II

    3 weeks ago

    West Palm Beach, Florida, United States Regions Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...

  • Relationship Banker II

    2 weeks ago

    West Palm Beach, Florida, United States Regions Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...

  • Relationship Banker II

    3 weeks ago

    Delray Beach, Florida, United States Regions Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...

  • Relationship Banker II

    1 week ago

    Delray Beach, Florida, United States Regions Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...

  • Relationship Banker

    2 days ago

    Newport Beach, United States City National Bank Full time

    Overview: **RELATIONSHIP BANKER** **WHAT IS THE OPPORTUNITY?** Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the branch. Provides expertise in all aspects of providing exemplary client service. Successfully completes Onboarding...

  • Personal Banker Associate II

    2 weeks ago

    Lake Worth Beach, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations...

  • Relationship Banker Team Lead

    3 weeks ago

    Fort Walton Beach, Florida, United States Regions Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...

  • Relationship Banker Team Lead

    1 week ago

    Fort Walton Beach, Florida, United States Regions Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...

  • Relationship Banker II

    3 weeks ago

    Deerfield Beach, United States Regions Bank Full time

    Description : At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role offers an exciting opportunity for...

  • Bench Personal Banker Associate II

    2 weeks ago

    Daytona Beach, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations...

  • Bench Personal Banker Associate II

    1 week ago

    Daytona Beach, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations...

  • Cons Bnkng Relationship Spec

    3 weeks ago

    Apollo Beach, United States Bank OZK Full time

    Cons Bnkng Relationship Spec (Relationship Banker) Job ID: 14102 Functional Area: Retail/Community Banking Position Type: Full-Time Regular Experience Required: 1 - 3 Years Location: Apollo Beach, FL Department: Community Banking Education Required: High School Diploma or Equivalent Relocation Provided: Email a Friend Save SaveApply Now Position...

  • Personal Banker Carson Town Center

    2 weeks ago

    Long Beach, United States Wells Fargo Full time

    Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers with ba Personal Banker, Customer Experience, Banker, Tow, Financial, Banking, Business Services, Benefits