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Customer Engagement Manager
2 months ago
Trustmark is seeking a highly motivated and results-driven Relationship Development Specialist to join our team. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our customers, identifying their needs, and providing tailored solutions to enhance their financial well-being.
Key Responsibilities- Customer Relationship Building: Develop and maintain strong relationships with existing and prospective customers to understand their financial needs and provide personalized solutions.
- Sales and Service: Utilize proactive sales and service efforts to identify opportunities to deepen customer relationships and increase sales.
- Transaction Processing: Process a variety of cash and non-cash transactions accurately and efficiently, while maintaining the security of the working environment.
- Cash Handling: Maintain and balance a cash drawer, with a focus on abundant cash handling and accuracy.
- Account Management: Open, close, and maintain customer accounts, ensuring that all transactions are processed in accordance with bank policies and procedures.
- Sales and Referral Goals: Achieve quarterly sales and referral goals, while providing exceptional customer service and identifying opportunities to transform service into sales.
- Communication and Interpersonal Skills: Develop and maintain strong communication and interpersonal skills, both verbal and written, to effectively interact with customers and colleagues.
- Leadership and Coaching: Provide coaching and training to other Relationship Development Specialists and/or Tellers, as needed, to ensure that they have the skills and knowledge required to succeed in their roles.
- Education: High school diploma or equivalent required.
- Sales and Customer Service Experience: Minimum 12 months of face-to-face customer service experience and 12 months of sales experience required.
- Computer Skills: Basic computer skills and the ability to learn internal technology systems to perform work tasks.
- Math and Analytical Skills: Understanding of basic math concepts and principles, with a focus on accuracy and attention to detail.
- Communication and Interpersonal Skills: Strong communication and interpersonal skills, both verbal and written, to effectively interact with customers and colleagues.
- Leadership and Coaching Experience: Supervisory experience and working knowledge of the banking industry and its processes preferred.
