Floating Relationship Banker II — Travel Between Branches

Trustmark

Mobile (AL)

On-site

USD 36,000 - 52,000

Full time

5 days ago
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Benefits offered by this job

Travel between locations

Job summary

Trustmark is seeking a Relationship Banker II - Floaters to travel between assigned locations in Mobile, AL, delivering proactive needs-based banking, cross-selling loans, deposits, and cash management services. You will handle cash transactions, maintain accuracy, and represent Trustmark professionally in customer interactions.

The role emphasizes meeting quarterly sales goals, providing excellent customer service, and empowering clients with trusted financial guidance while maintaining

Qualifications

  • High school diploma or GED is required.
  • 2 years of face-to-face customer service or retail sales experience or prior Trustmark Relationship Banker experience with a track record of meeting goals.
  • Ability to learn Trustmark lending guidelines and process loans within 2 years
  • Registration with the National Mortgage Licensing System (NMLS) is required
  • Strong customer service and communication skills, with ability to learn Trustmark products
  • Able to meet sales goals in a retail environment
  • Basic computer skills and ability to learn internal systems
  • Detail-oriented with a focus on accuracy
  • Professional appearance and manner when interacting with the public
  • Prior supervisory experience preferred
  • Banking industry knowledge of Relationship Banker roles preferred

Responsibilities

  • Identify customer needs and make referrals through proactive sales/service efforts
  • Sell and cross-sell deposit accounts, loan products, insurance, and cash management services
  • Safeguard assets and process transactions accurately
  • Maintain and balance a cash drawer
  • Open, close, and maintain accounts
  • Meet sales and referral goals quarterly while delivering excellent service
  • Make outreach calls to customers and prospects
  • Meet and greet the public in a professional manner
  • Possibly coach and train other bankers; assist scheduling and duties
  • Review/approve various transactions and cash handling processes
  • Travel among assigned locations

Skills

Customer service
Interpersonal skills
Communication skills
Time management
Detail oriented
Sales ability
Mathematics

Education

High school diploma or GED

Job description

Trustmark is seeking a Relationship Banker II - Floaters to travel between assigned locations in Mobile, AL, delivering proactive needs-based banking, cross-selling loans, deposits, and cash management services. You will handle cash transactions, maintain accuracy, and represent Trustmark professionally in customer interactions.

The role emphasizes meeting quarterly sales goals, providing excellent customer service, and empowering clients with trusted financial guidance while maintaining

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