Relationship Banker II

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. By using proactive sales/service efforts and recognizing referral opportunities, Relationship Bankers deepen customer relationships while processing a variety of cash and non‑cash transactions.

• 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, and other banking solutions.
• Deliver an exceptional customer experience that follows Trustmark’s service standards.
• Safeguard the bank’s assets and maintain the security of the working environment while accurately processing transactions (deposits, withdrawals, collection items, wire transfers, credit card transactions, loan payments, and the opening, closing, and other maintenance of customer accounts).
• Balance the cash drawer daily for both the cash totals and to ensure appropriate documents have been executed.
• Achieve sales and referral goals quarterly while providing excellent customer service and converting service opportunities into sales.
• Make outreach calls to customers and/or prospects.
• Comply with the bank’s guidelines, policies, procedures, and performance standards.
• Coach and mentor Relationship Bankers and Tellers.
• Oversee and approve various transactions, including night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers.
• Manage cash shipments and vault operations for a branch.
• Handle the origination of consumer loans.
• Perform additional duties as assigned.

• High school diploma or GED.
• At least 2 years of face‑to‑face customer service experience, retail sales experience, or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding individual performance goals.
• Ability to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment.
• Registered with the National Mortgage Licensing System and Registry (NMLS).
• Proficiency in basic math concepts and ability to handle routine transactions and close out the cash drawer.
• Exceptional customer service skills and the ability to learn and communicate Trustmark products.
• Success in assessment tests related to customer service and math skills.
• Ability to meet sales goals in a retail environment.
• Basic computer skills and the ability to learn internal technology systems.
• Strong interpersonal and communication skills, both verbal and written.
• Effective time‑management skills.
• Detail‑oriented with a focus on quality and accuracy.
• Professional appearance and demeanor suitable for daily public interaction.
• Prior supervisory experience in a retail or bank environment preferred.
• Prior experience processing consumer or mortgage loans preferred.
• Preferred: 2 years of banking industry knowledge specifically of the Relationship Banker position.

Must be able to sit or stand for long periods, use a computer keyboard and/or mouse while viewing computer screens, and lift at least 20 pounds to process boxed or bagged coins.