Welcome page Returning Candidate? Log back in! Relationship Banker II Location US-FL-Santa Rosa Beach Posted Date 8 hours ago(10/30/2024 12:45 PM) Job ID 2024-17868 Category Branch Banking Type Regular Full-Time Job Grade 7 FLSA Status Non-Exempt Working Hours 35-40 hours weekly |Monday - Friday 8 AM - 5 PM /with a Saturday 9 AM - 12 PM rotation Job Location: Company Gulf Place - 17108 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 effortsService, 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 expectedOpen, close, and maintenance accountsMust achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into salesMaking outreach calls to customers and/or prospectsMeet and greet public in a professional manner that reinforces Trustmark’s service standardsAll work must be performed within the bank’s guidelines, policies, procedures, and standards of performancePotentially 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 requiredProcessing oversight and responsibility to review/approve various transactions, such as night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawersPotential for cash shipment and vault managementPotential for loan origination responsibilities and administration thereofPerform additional duties as assigned. Qualifications High school diploma or equivalent is requiredAbility to meet sales goals in a retail environmentBasic computer skills and the ability to learn internal technology systems to perform work tasksUnderstanding of basic math concepts and principlesMust pass appropriate assessment testsStrong interpersonal and communication skills both verbal and writtenTime management skillsDetail oriented – must be able to process transactions accurately and efficientlyStrong and exceptional customer service and sales skillsAbility to display professional appearance and mannerismsExperience in maintaining and balancing a cash drawer preferredMinimum twelve (12) months face-to-face customer service experienceMinimum twelve (12) months sales experienceExceptional customer service and sales skillsFour-year college education or equivalent work experience preferredSupervisory experience preferredWorking knowledge of the banking industry and its processes preferred Options Apply for this job onlineApplyShareRefer this job to a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Trustmark is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran or disability status, and any other status protected by law. Upon request, reasonable accommodations will be made for all qualified individuals with disabilities. If you need accommodation for any part of the application process because of a medical condition or disability please send an email to careers@trustmark.com or call 866-213-1418 to let us know the nature of your request.

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