Relationship Banker: Build Trust & Cross-Sell

Talentify; Wesson (MS); On-site; USD 36,000 - 48,000; Full time

Job summary

Trustmark Bank in Mississippi seeks a Relationship Banker to identify customer needs and match them with bank products, enhancing satisfaction and loyalty. You will engage in proactive sales and service, deepening relationships while handling cash and non-cash transactions.

The role requires strong customer service, accurate transaction processing, and the ability to meet quarterly sales and referral goals, with opportunities to transform service into sales.

Qualifications

• High school diploma or GED required.
• One year of sales or customer service experience (Bachelor's degree may substitute).
• Able to balance a cash drawer and perform routine transactions.
• Excellent customer service and communication skills.

Responsibilities

• Identify customer needs and referrals through proactive sales/service.
• Service, sell, and cross-sell deposits, loans, and related banking products.
• Deliver exceptional customer experience following Trustmark's service standards.
• Safeguard assets and process transactions accurately (deposits, withdrawals, wires, etc.).
• Balance cash drawer daily and verify documents.
• Meet sales goals and convert service to referrals.
• Make outreach calls to customers and prospects.
• Follow bank policies and procedures.
• Perform additional duties as assigned.

Skills

Sales experience

Customer service

Communication skills

Time management

Detail oriented

Education

High school diploma or GED

Job description

Trustmark Bank in Mississippi seeks a Relationship Banker to identify customer needs and match them with bank products, enhancing satisfaction and loyalty. You will engage in proactive sales and service, deepening relationships while handling cash and non-cash transactions.

The role requires strong customer service, accurate transaction processing, and the ability to meet quarterly sales and referral goals, with opportunities to transform service into sales.