Relationship Banker II

Location

 

US-MS-Madison

 

 

 

Job ID 

2026-19581  

 

Category 

Branch Banking  

 

Type 

Regular Full-Time  

 

Job Grade 

7  

 

FLSA Status 

Non-Exempt  

 

Working Hours 

35 - 40 hours weekly |Monday - PM Thursday 8 AM - 4:30, Friday 8 AM - 5 PM /with a Saturday 9 AM - 12 PM rotation  

 

 Job Location: Company  

Madison - 10110

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

 

EOE/M/F/V/D