Customer Relationship Representative

7 days ago


Santa Rosa Beach, United States Trustmark Full time

Job Summary:

We are seeking a skilled Customer Relationship Representative to join our team at Trustmark. 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.

About the Role:

  • Identify customer needs and provide proactive solutions through excellent customer service and sales efforts
  • Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, and other banking solutions
  • Safeguard bank assets and maintain a secure working environment while processing transactions accurately
  • Maintain and balance a cash drawer, with extensive cash handling expected
  • Open, close, and maintain customer accounts
  • Achieve sales and referral goals quarterly, providing exceptional customer service and leveraging opportunities to transform service into sales
  • Make outreach calls to customers and prospects
  • Represent Trustmark in a professional manner, upholding our service standards
  • Perform additional duties as assigned by management

Requirements:

  • High school diploma or equivalent required
  • 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
  • Must pass relevant assessment tests
  • Strong interpersonal and communication skills, both verbal and written
  • Time management skills
  • Attention to detail, ensuring accurate and efficient transaction processing
  • Excellent customer service and sales skills
  • Professional appearance and demeanor
  • Prior experience in cash handling and sales is preferred
  • Previous experience in face-to-face customer service is also preferred
  • Ability to lift boxed or bagged coins (weight may vary)

Compensation:

The estimated salary for this role is between $45,000 and $65,000 annually, depending on location and experience.



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