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Trustmark
Jackson, MS | Full Time
$72k-100k (estimate)
2 Months Ago
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Relationship Banker I
Trustmark Jackson, MS
$72k-100k (estimate)
Full Time | Insurance 2 Months Ago
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Trustmark is Hiring a Relationship Banker I Near Jackson, MS

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)

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$72k-100k (estimate)

POST DATE

02/25/2024

EXPIRATION DATE

04/26/2024

WEBSITE

trustmarkbenefits.com

HEADQUARTERS

STERLING HEIGHTS, MI

SIZE

1,000 - 3,000

FOUNDED

1913

CEO

MARK SCHMIDT

REVENUE

<$5M

INDUSTRY

Insurance

Related Companies
About Trustmark

Trustmark is a national employee benefits company offering specialized expertise in voluntary benefits, self-funded health benefit plan design and administration, and employee health and fitness programs that drive results through human and virtual connection. Trustmark offers employers access to benefit options usually reserved for large companies, combined with the personal service youd expect from a small company. Trustmarks commitment to building long-term, trusted relationships helps people and businesses thrive. Trustmark Voluntary Benefits provides valuable life, hospital, accident, di...sability and critical illness insurance designed to fit changing needs based on life stage or financial priorities. Trustmark helps educate employees and provides resources to help communicate the value of benefits and other important company initiatives. To learn more, visit TrustmarkVB.com. Trustmark Health Benefits is a total benefits solution for mid-sized and large self-funded employers. As one of the nations largest independent benefits administrators, we help our clients manage costs without compromising care by offering innovative solutions, flexibility, and complete data transparency for our clients. To learn more, visit TrustmarkHB.com. Trustmark Small Business Benefits level-funded solutions allow small to mid-size employers to provide affordable health benefits to employees. Available to groups with five or more employees along with simplified underwriting for 51 or more enrolled employees, our comprehensive self-funded plan designs and services help empower clients to be smarter healthcare consumers. To learn more, visit TrustmarkSB.com. HealthFitness is a comprehensive wellbeing provider that delivers wellness, fitness and injury prevention programs. To learn more, visit Healthfitness.com. More
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The job skills required for Relationship Banker I include Products and Services, Customer Service, Customer Relationship, Cash Handling, Communication Skills, Time Management, 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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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.

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