Relationship Banker - Branch Manager I

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

Job summary

Trustmark in Mississippi seeks a Branch Manager to oversee daily operations, staff, and profitability. You will lead sales, service, and lending efforts, drive deposits and loans, and ensure regulatory compliance across all branch activities.

The role requires strong leadership, customer service excellence, and proven ability to meet sales targets in a retail banking environment. You will mentor staff, manage performance, and participate in community relations as part of branch leadership.

Qualifications

• Four-year college education or equivalent banking experience.
• Three years platform banking experience OR five years proven experience in banking or related financial services.
• Strong supervisory abilities or Development Associate training.
• Ability to meet sales goals in a retail environment.
• Knowledge of Retail Banking products and services; familiarity with other lines of business.

Responsibilities

• Lead branch growth through sales, service, and lending activities and referrals.
• Conduct sales calls and customer meetings to expand wallet share.
• Take loan applications, interview applicants, manage portfolio and regulatory compliance.
• Ensure marketing materials and branch personnel follow regulations and policies.
• Drive branch performance toward goals while mitigating risks and losses.
• Hold productive meetings focused on business development and profitability.
• Interview and select prospective employees.
• Mentor and coach branch staff for daily duties and development.
• Oversee scheduling, appraisals, cash handling, ITM/ATM, night deposits and audits.
• Represent the branch in community or service organizations as needed.
• Perform additional duties as assigned.

Skills

Leadership

Sales targets

Customer service

Communication

Time management

Interpersonal skills

Retail banking knowledge

NMLS registration

Education

Four-year college education or equivalent banking experience

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.