Relationship Banker II

4 weeks ago


Madison Mississippi, United States Trustmark Bank 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 transaction

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 additonal 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



  • Madison, United States Wells Fargo Full time

    Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies. Be flexible and adaptable to changing priorities and new surroundings while meeting cust Personal Banker, Banker, Customer Experience, County, Financial, Banking, Business Services, Relationship


  • Ridgeland, Mississippi, United States Trustmark Bank Full time

    Overview: Trustmark Investment Management operates as a fiduciary in the management and advising on client assets and accounts, inclusive of asset allocation, security selection, trading implementation, and other activities as required of a regulated National Bank. The purpose of this position is to manage investment portfolios and advise clients in...

  • Imaging Engineer II

    3 days ago


    Madison, United States PEAK Technical Staffing USA Full time

    The Imaging Engineer II installs, inspects, troubleshoots, repairs, calibrates, and verifies the performance of complex medical imaging equipment including, but not limited to, general radiographic rooms, R/F, portables, C-arms, mammography, Nuclear Medicine, CR, DR, ultrasound, bone density, and all supporting equipment. This position is required to be...

  • Imaging Engineer II

    19 hours ago


    Madison, United States PEAK Technical Staffing USA Full time

    The Imaging Engineer II installs, inspects, troubleshoots, repairs, calibrates, and verifies the performance of complex medical imaging equipment including, but not limited to, general radiographic rooms, R/F, portables, C-arms, mammography, Nuclear Medicine, CR, DR, ultrasound, bone density, and all supporting equipment. This position is required to be...

  • Imaging Engineer II

    7 days ago


    Madison, United States PEAK Technical Staffing USA Full time

    The Imaging Engineer II installs, inspects, troubleshoots, repairs, calibrates, and verifies the performance of complex medical imaging equipment including, but not limited to, general radiographic rooms, R/F, portables, C-arms, mammography, Nuclear Medicine, CR, DR, ultrasound, bone density, and all supporting equipment. This position is required to be...

  • Desktop Support II

    1 month ago


    Madison, United States Codeworks L.L.C Full time

    Job DescriptionJob DescriptionCodeworks is an IT Services firm headquartered in SE Wisconsin, known for our strong commitment to quality and for our direct client relationships.Who We’re Looking For:We are seeking a talented and experienced Desktop Support II Technician to join our team in Madison, WI.Responsibilities:- Provide technical support to...

  • Buyer Ii

    4 weeks ago


    Madison, United States Thermo Fisher Scientific Full time

    **About Thermo Fisher Scientific**: As part of the Thermo Fisher Scientific team, you will discover meaningful work that makes a positive impact on a global scale. Join our colleagues in bringing our Mission to life every single day to enable our customers to make the world healthier, cleaner, and safer. We provide our global teams with the resources needed...


  • Madison, United States CrossCountry Mortgage Full time

    Description At a time when most companies are laying off loan officers, we are actively hiring! We have a solid partnership with the area's top real estate team, which keeps our loan officers busy! Our organization is currently seeking a talented and service-oriented junior loan officer. The successful candidate will have some experience with mortgages,...


  • Madison, United States Integrity Mortgage Group Full time

    Description Our lending team is experiencing tremendous growth and we are looking for a results-oriented junior loan officer who can generate new business and referrals and assist our senior loan officers in creating and closing loan packages. Lending or mortgage industry experience is not required but is a tremendous asset. If you are tenacious, driven, and...


  • Madison, United States CrossCountry Mortgage Full time

    Job DescriptionJob DescriptionAt a time when most companies are laying off loan officers, we are actively hiring! We have a solid partnership with the area's top real estate team, which keeps our loan officers busy! Our organization is currently seeking a talented and service-oriented junior loan officer. The successful candidate will have some...


  • Madison, United States Wisconsin Collaborative for Healthcare Quality Full time

    The OpportunityAre you ready to take your career in client management to the next level? As a Senior Client Manager II, you'll be at the forefront of building and nurturing client relationships, using your insurance know-how, dynamic communication skills, and strong leadership skills. Leading client meetings independently and alongside Client Executives,...


  • Madison, United States LIPARI FOODS OPERATING COMPANY, LLC Full time

    As a Sales Representative I, you will build relationships with, and learn to present information to, key leaders in grocery stores, bakeries, delis and convenience stores to secure profitable sales in your territory. With the guidance and support of a Sales Representative II, you will partner with customers to market Lipari products and services, collect...


  • Madison, United States LIPARI FOODS OPERATING COMPANY, LLC Full time

    As a Sales Representative I, you will build relationships with, and learn to present information to, key leaders in grocery stores, bakeries, delis and convenience stores to secure profitable sales in your territory. With the guidance and support of a Sales Representative II, you will partner with customers to market Lipari products and services, collect...


  • Madison, United States Wisconsin Collaborative for Healthcare Quality Full time

    The Opportunity Are you ready to take your career in client management to the next level? As a Senior Client Manager II, you'll be at the forefront of building and nurturing client relationships, using your insurance know-how, dynamic communication skills, and strong leadership skills. Leading client meetings independently and alongside Client Executives,...


  • Madison, WI, United States LIPARI FOODS OPERATING COMPANY, LLC Full time

    As a Sales Representative I, you will build relationships with, and learn to present information to, key leaders in grocery stores, bakeries, delis and convenience stores to secure profitable sales in your territory. With the guidance and support of a Sales Representative II, you will partner with customers to market Lipari products and services, collect...

  • Staff Accountant

    2 weeks ago


    Madison, United States Honkamp Krueger & Co., P.C. Full time

    Job DescriptionJob DescriptionHonkamp, P.C., a Top 10 Midwest CPA and business advisory firm, is seeking an accounting professional to provide a wide variety of services and expertise in accounting practices. Key responsibilities may include: Processing monthly accountsPreparing bank reconciliations, payroll records, tax plans, and year-end financial...

  • Staff Accountant

    1 week ago


    Madison, United States Honkamp Krueger Full time

    Honkamp, P.C., a Top 10 Midwest CPA and business advisory firm, is seeking an accounting professional to provide a wide variety of services and expertise in accounting practices. Key responsibilities may include: Processing monthly accounts Preparing bank reconciliations, payroll records, tax plans, and year-end financial statements Maintaining client...


  • Madison, United States ANSIRA PARTNERS LLC Full time

    Digital Marketing Consultant TheDigitalMarketingConsultantguides the implementation of websitemarketingtechniques and basic search and lead management processes with automotive retail dealers and OEM field personnel through proven best practices, improvement plans, training personnel on use of necessary reporting tools. Known as the OEMdigitaladvisor, the...


  • Madison, United States King's Daughters' Hospital Full time

    Responsibilities Patient Access Registrar is often the first point of contact for our patients, families and visitors, as well as front line staff in the Emergency Department or Hospital Registration. PAS Registrar is responsible for interviewing patients in an above average accurate and time efficient registration process. Ensures HIPAA standards are...

  • Travel Resp Tech

    1 week ago


    Madison, United States AlliedTravelCareers Full time

    AlliedTravelCareers is working with Amare Medical Network to find a qualified Resp Tech in Milwaukee, Wisconsin, 53226!Pay Information$2,340 per weekAbout The PositionA respiratory therapist (RT) is trained to help people with lung diseases or disorders that can result from a myriad of issues. They treat patients dealing with pulmonary distress due to...