Relationship Banker I - Floater
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 customers 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. (Duties may vary from branch to branch)
Relationship Banker I - Floaters will travel between assigned branch locations for a period up to six months following hire date and will be encouraged to apply for open positions in the interim.
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 banks 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 Trustmarks service standards.
All work must be performed within the banks guidelines, policies, procedures, and standards of performance.
Perform additional duties as assigned.
Travel between branch locations.
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 p referred
Preferred twelve (12) months sales experience
Preferred twelve (12) months face-to-face customer service experience
Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.
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.
Apply Now
Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customers 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. (Duties may vary from branch to branch)
Relationship Banker I - Floaters will travel between assigned branch locations for a period up to six months following hire date and will be encouraged to apply for open positions in the interim.
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 banks 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 Trustmarks service standards.
All work must be performed within the banks guidelines, policies, procedures, and standards of performance.
Perform additional duties as assigned.
Travel between branch locations.
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 p referred
Preferred twelve (12) months sales experience
Preferred twelve (12) months face-to-face customer service experience
Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.
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.
Apply Now