Relationship Banker II

Relationship Banker II

Location:

US-MS-Columbus

Job :
Category:
Branch Banking
Type:
Regular Full-Time
Job Grade: 7
FLSA Status:
Non-Exempt

Working Hours:

M-F 8-5

Job Location:

Gateway - 18851

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 deepen customer relationships while also processing a variety of cash and non‑cash transactions.

• Identify customer needs and make appropriate referrals through proactive sales/service efforts.
• Service, sell, and cross‑sell deposit accounts, loan products, insurance products, cash management services, etc.
• Deliver exceptional customer experience that follows Trustmark's service standards.
• Safeguard the bank's assets and security while processing transactions accurately.
• Balance cash drawer daily and ensure appropriate documentation.
• Achieve sales and referral goals quarterly while providing excellent customer service.
• 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.
• Review and approve various transactions, including night drop contracts, ATM deposits, and money orders.
• Handle the cash shipment and vault management for a branch.
• Originating consumer loans as needed.
• Perform additional duties as assigned.

• High school diploma or GED.
• 2 years of face‑to‑face customer service, retail sales, or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding performance goals.
• Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment.
• Must be able to register with the National Mortgage Licensing System and Registry (NMLS).
• Basic math skills and ability to handle routine transactions and close out the cash drawer.
• Exceptional customer service skills with the ability to learn and communicate Trustmark products.
• Pass appropriate assessment tests related to customer service and math skills.
• Meet sales goals in a retail environment.
• Basic computer skills and ability to learn internal technology systems.
• Strong verbal and written communication skills.
• Time management skills.
• Detail‑oriented with a focus on quality and accuracy.
• Professional appearance and mannerisms suitable for daily public interaction.

• Prior supervisory experience in a retail or bank environment.
• Experience processing consumer or mortgage loans.
• 2 years of banking industry knowledge specifically of the Relationship Banker position.

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

Note:

This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete, or modify any of these responsibilities at any time during employment.