Job Description
Customer Relationship Specialist II
Location: Northwest Freeway - 13051, US-TX-Houston
As a Customer Relationship Specialist II, you'll be pivotal in boosting customer satisfaction and loyalty while enhancing their financial well-being. You'll proactively identify customer needs and align them with tailored banking products and services. This dynamic role involves deepening customer relationships and managing a variety of cash and non-cash transactions in a supportive sales and service environment.
Key Responsibilities:
• Proactively assess customer needs and suggest suitable banking products and services.
• Service, promote, and cross-sell deposit accounts, loans, insurance, and cash management services.
• Provide outstanding customer experiences that reflect Trustmark's commitment to service excellence.
• Safeguard the bank's assets while accurately processing all transactions.
• Accurately balance the cash drawer daily and document all transactions properly.
• Achieve quarterly sales and referral targets while delivering exceptional customer service.
• Conduct outreach calls to nurture existing customer relationships and engage potential clients.
• Follow the bank's guidelines, policies, procedures, and performance expectations diligently.
• Mentor and support Relationship Bankers and Tellers in their growth.
• Oversee the approval of various transactions and manage cash management operations.
• Supervise cash shipments and vault operations efficiently.
• Facilitate the origination of consumer loans.
• Perform additional tasks as assigned.
Qualifications:
• High school diploma or GED required.
• Minimum 2 years of face-to-face customer service or retail sales experience.
• Willingness to master Trustmark's consumer and mortgage lending guidelines.
• Capability to register with the National Mortgage Licensing System and Registry (NMLS).
• Basic math skills essential for processing routine transactions.
• Exceptional customer service skills with a strong motivation to learn Trustmark products.
• Successful completion of assessment tests related to customer service and math skills.
• Able to meet sales targets in a retail banking setting.
• Basic computer skills and a willingness to learn internal systems.
• Strong communication and interpersonal abilities.
• Excellent time management and attention to detail.
• Professional appearance and demeanor when interacting with customers.
• Preferred prior supervisory experience in retail or banking environments.
• Experience in processing consumer or mortgage loans is an advantage.
• Preferred 2 years of banking industry experience, particularly in a Relationship Banker capacity.
Physical Requirements/Working Conditions: Must be able to sit or stand for extended periods and use a computer. Ability to lift at least 20 pounds for handling coins.
Please note that this description is not exhaustive and may be subject to change as needed by management during employment.
Trustmark Bank does not accept unsolicited resumes from agencies or search firms for this job posting. Resumes submitted to Trustmark by such third parties without a valid written agreement will become the property of Trustmark Bank. No fee will be paid if a candidate is hired through an unsolicited agency referral.
Location: Northwest Freeway - 13051, US-TX-Houston
As a Customer Relationship Specialist II, you'll be pivotal in boosting customer satisfaction and loyalty while enhancing their financial well-being. You'll proactively identify customer needs and align them with tailored banking products and services. This dynamic role involves deepening customer relationships and managing a variety of cash and non-cash transactions in a supportive sales and service environment.
Key Responsibilities:
• Proactively assess customer needs and suggest suitable banking products and services.
• Service, promote, and cross-sell deposit accounts, loans, insurance, and cash management services.
• Provide outstanding customer experiences that reflect Trustmark's commitment to service excellence.
• Safeguard the bank's assets while accurately processing all transactions.
• Accurately balance the cash drawer daily and document all transactions properly.
• Achieve quarterly sales and referral targets while delivering exceptional customer service.
• Conduct outreach calls to nurture existing customer relationships and engage potential clients.
• Follow the bank's guidelines, policies, procedures, and performance expectations diligently.
• Mentor and support Relationship Bankers and Tellers in their growth.
• Oversee the approval of various transactions and manage cash management operations.
• Supervise cash shipments and vault operations efficiently.
• Facilitate the origination of consumer loans.
• Perform additional tasks as assigned.
Qualifications:
• High school diploma or GED required.
• Minimum 2 years of face-to-face customer service or retail sales experience.
• Willingness to master Trustmark's consumer and mortgage lending guidelines.
• Capability to register with the National Mortgage Licensing System and Registry (NMLS).
• Basic math skills essential for processing routine transactions.
• Exceptional customer service skills with a strong motivation to learn Trustmark products.
• Successful completion of assessment tests related to customer service and math skills.
• Able to meet sales targets in a retail banking setting.
• Basic computer skills and a willingness to learn internal systems.
• Strong communication and interpersonal abilities.
• Excellent time management and attention to detail.
• Professional appearance and demeanor when interacting with customers.
• Preferred prior supervisory experience in retail or banking environments.
• Experience in processing consumer or mortgage loans is an advantage.
• Preferred 2 years of banking industry experience, particularly in a Relationship Banker capacity.
Physical Requirements/Working Conditions: Must be able to sit or stand for extended periods and use a computer. Ability to lift at least 20 pounds for handling coins.
Please note that this description is not exhaustive and may be subject to change as needed by management during employment.
Trustmark Bank does not accept unsolicited resumes from agencies or search firms for this job posting. Resumes submitted to Trustmark by such third parties without a valid written agreement will become the property of Trustmark Bank. No fee will be paid if a candidate is hired through an unsolicited agency referral.
💡 Quick Summary
Seeking a career-building opportunity? The Customer Relationship Specialist II position is now open for candidates interested in the Back Office Jobs sector. This role in Houston offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Back Office Jobs is a plus.
