Relationship Banker: Customer Growth & Solutions

Trustmark; Memphis (TN); On-site; USD 36,000 - 52,000; Full time

Job summary

Trustmark is seeking a Relationship Banker in Memphis to identify customer needs and match them with bank products. You will proactively sell and refer deposits, loans, insurance, and cash management services while delivering exceptional service and safeguarding assets.

The role emphasizes balancing cash drawers, meeting sales goals, and building lasting customer relationships through proactive outreach and strong communication skills.

Qualifications

• High school diploma or GED required.
• 1 year of sales or customer service experience (Bachelor’s degree acceptable in lieu).
• Able to use basic math concepts and handle routine transactions, balance cash drawer.
• Exceptional customer service skills with ability to learn Trustmark products.
• Pass assessment tests related to customer service and math skills.
• Able to meet sales goals in a retail environment.
• Basic computer skills and ability to learn internal technology systems.
• Strong interpersonal and communication skills (verbal and written).
• Time management skills.
• Detail-oriented with professional appearance and manner.
• Experience in maintaining and balancing a cash drawer preferred.

Responsibilities

• Identify customer needs and make referrals through proactive sales/service efforts.
• Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.
• Deliver exceptional customer experience that follows Trustmark's service standards.
• Safeguard the bank’s assets and security while processing transactions (deposits/withdrawals, wires, loan payments, maintenance).
• Balance cash drawer daily and ensure documents are executed.
• Achieve sales and referral goals quarterly while providing excellent service.
• Make outreach calls to customers and prospects.
• Comply with bank guidelines, policies, procedures, and performance standards.
• Perform additional duties as assigned.

Skills

Sales

Customer service

Interpersonal communication

Time management

Attention to detail

Professional appearance

Cash handling

Basic math

Education

High school diploma or GED

Bachelor’s degree acceptable in lieu of experience

Job description

Trustmark is seeking a Relationship Banker in Memphis to identify customer needs and match them with bank products. You will proactively sell and refer deposits, loans, insurance, and cash management services while delivering exceptional service and safeguarding assets.

The role emphasizes balancing cash drawers, meeting sales goals, and building lasting customer relationships through proactive outreach and strong communication skills.