Relationship Banker - Branch Manager I

Trustmark; Houston (MS); On-site; USD 65,000 - 90,000; Full time

Job summary

Trustmark is seeking an experienced Branch Manager to oversee all aspects of the branch’s operations, personnel, and profitability. The role emphasizes growth in sales, service excellence, and disciplined lending activities, with responsibilities spanning client meetings, loan processing, staff development, and regulatory compliance.

The ideal candidate will have a four-year degree or equivalent banking experience, demonstrated leadership, and the ability to motivate a team while achieving sales

Qualifications

• Requires a four-year college education or equivalent banking experience.
• 3 years of platform banking experience or 5+ years in related areas (banking, business development, or financial services).
• Supervisory experience or completion of Trustmark's Development Associate training.
• Ability to meet sales goals in a retail banking environment.
• Proficient with basic computer skills and internal technology systems.

Responsibilities

• Lead branch growth through sales, referrals, deposits, and loans.
• Conduct sales calls and customer meetings.
• Process loan applications and manage loan portfolio while ensuring compliance.
• Ensure branch marketing materials comply with regulations and policies.
• Direct staff to improve sales, service, and operations and manage risk.
• Hold productive branch meetings with emphasis on market share and profitability.
• Interview prospective employees and mentor, train, and coach staff.
• Manage scheduling, appraisals, cash handling, and audits.

Skills

Sales goal achievement

Customer service

Interpersonal communication

Time management

Adaptability to regulations

Computer literacy

Learning internal systems

Staff coaching and mentoring

Education

Four-year college education or equivalent banking experience

Tools

Banking software

Job description

Overview

To be responsible for the overall management of the branch and its personnel and operations in a manner which maximizes growth and profitability through effective sales, service, and lending activities.

Responsibilities

• Lead (or potentially assist in leading) the branch's efforts in business development, referrals to other lines of business, increase in wallet share, fee income, deposits, and loans. The direction and significance of these various efforts are determined by the overall bank's current focus, campaign, or needs.
• Conduct sales calls and customer meetings.
• Take and process loan applications, interview applicants, and clear exceptions and past dues. Manage loan portfolio and help/service customers. Must stay up to date with current regulations and processes.
• Ensure marketing materials and personnel in the branch comply with current regulations and policies.
• Steer branch and personnel towards superior sales, service, and operations and outline a path for reaching or exceeding goals while mitigating risks and losses.
• Conduct productive branch meetings/huddles with effective communication and an emphasis on business development, market share and profitability.
• Interview prospective employees.
• Mentor, train, coach, and manage branch personnel for day-to-day activities, along with their team member's individual growth/improvement.
• Manage, among other things: scheduling, performance appraisals, cash items, balancing of ITM, ATM, and cash dispenser, review night deposit log, night deposit contracts, safe deposit records, branch audits, employee time reporting along with other typical management duties and tasks.
• Potentially participate in visible roles in the community in civic and other service organizations.
• Perform additional duties as assigned.

Qualifications

• Four-year college education or equivalent banking experience
• Three (3) years platform banking experience-OR-Minimum of five (5) years proven and progressive experience in one or more of the following areas:
  • Banking experience (credit, treasury management, etc.)
  • Business development
  • Related financial services experience
• Highly developed supervisory experience or Trustmark's Development Associate training
• Ability to meet sales goals in a retail environment
• Basic computer skills and the ability to learn internal technology systems to perform tasks
• Strong interpersonal and communication skills (both verbal and written)
• Time management skills
• Exceptional customer service abilities
• Extensive understanding of Retail Banking products and services, along with a working knowledge of other lines of business
• May require registration with the National Mortgage Licensing System and Registry (NMLS)
• Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.
• Proven experience in managing a loan portfolio preferred.

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.