Relationship Banker II

3 days ago

Ridgeland Mississippi, United States Trustmark Bank Full time
Job Description

Job Title: Relationship Banker II - Customer Relationship Specialist

Job Summary:

We are seeking a highly motivated and customer-focused Relationship Banker II - Customer Relationship Specialist to join our team at Trustmark Bank. As a key member of our banking team, you will be responsible for building and maintaining strong relationships with our customers, identifying their financial needs, and providing personalized solutions to meet those needs.

Key Responsibilities:

  • Customer Relationship Building: Develop and maintain strong relationships with existing and new customers to understand their financial needs and provide tailored solutions.
  • Financial Needs Assessment: Conduct thorough assessments of customers' financial situations to identify opportunities for growth and provide recommendations for products and services that meet their needs.
  • Product and Service Sales: Sell and promote Trustmark Bank's products and services to customers, including deposit accounts, loan products, insurance products, and cash management services.
  • Transaction Processing: Process a variety of transactions, including deposits and withdrawals, wire transfers, and loan payments, while maintaining the security and integrity of the bank's assets.
  • Cash Handling: Maintain and balance a cash drawer, handling cash transactions accurately and efficiently.
  • Account Maintenance: Open, close, and maintain customer accounts, ensuring accurate and timely processing of transactions.
  • Performance Metrics: Meet and exceed sales and referral goals, providing excellent customer service and utilizing opportunities to transform service into sales.
  • Team Collaboration: Work collaboratively with other Relationship Bankers and Tellers to achieve team goals and objectives.
  • Professional Development: Participate in ongoing training and development to enhance skills and knowledge in banking products and services.

Requirements:

  • Education: High school diploma or equivalent required; four-year college education or equivalent work experience preferred.
  • Experience: Minimum 12 months face-to-face customer service experience and minimum 12 months sales experience required.
  • Skills: Strong interpersonal and communication skills, both verbal and written; ability to meet sales goals in a retail environment; basic computer skills and ability to learn internal technology systems; understanding of basic math concepts and principles.

Working at Trustmark Bank:

Trustmark Bank is a leading financial institution dedicated to providing exceptional customer service and innovative financial solutions. As a Relationship Banker II - Customer Relationship Specialist, you will have the opportunity to work in a dynamic and supportive environment, collaborating with a team of experienced professionals to deliver outstanding results.

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