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    Relationship Banker II - Birmingham, Alabama, United States - Trustmark Bank

    Trustmark Bank
    Trustmark Bank Birmingham, Alabama, United States

    2 days ago

    Default job background
    Permanent
    Description

    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 transactions.


    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
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