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Relationship Banker I

Hattiesburg, MS | Full Time
Expired

Job 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
  • Perform additional 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
  • Preferred twelve (12) months sales experience
  • Preferred twelve (12) months face-to-face customer service experience
  • Ability to handle some daily lifting of boxed or bagged coins required (weight may vary)
  • Must be able to sit or stand for long periods of time and use computer keyboard and/or mouse, while viewing computer screens

Skills for Relationship Banker I

The job skills required for Relationship Banker I include Products and Services, Customer Service, customer relationship, Cash handling, Communication Skills etc. Having related job skills and expertise will give you an advantage when applying to be a Relationship Banker I. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Relationship Banker I. Select any job title you are interested in and start to search job requirements.

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Career Path for Relationship Banker I

The following is the career advancement route for Relationship Banker I positions, which can be used as a reference in future career path planning. As a Relationship Banker I, it can be promoted into senior positions as a Private Banker II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Relationship Banker I. You can explore the career advancement for a Relationship Banker I below and select your interested title to get hiring information.