Relationship Banker: Grow Relationships & Cross-Sell

Trustmark Bank; Brookhaven (MS); On-site; USD 35,000 - 48,000; Full time

Job summary

Trustmark Bank in the United States seeks a Relationship Banker to identify customer needs and match them with bank products, aiming to deepen relationships while handling a variety of cash and non-cash transactions. The role emphasizes proactive sales, service excellence, and referrals to grow customer satisfaction and loyalty.

Candidates should have a High school diploma or GED, with 1 year of sales or customer service experience, and the ability to balance a cash drawer.

Qualifications

• High school diploma or GED required.
• 1 year of sales or customer service experience (Bachelor’s degree acceptable in lieu).
• Able to balance cash drawer and perform routine transactions.
• Excellent customer service skills and knowledge of Trustmark products.

Responsibilities

• Identify customer needs and referrals through proactive sales/service efforts.
• Service, sell, and cross-sell deposits, loans, insurance, and cash-management services.
• Deliver exceptional customer experience following Trustmark's service standards.
• Balance cash drawer daily and ensure proper documents.
• Achieve sales and referral goals quarterly while maintaining service quality.
• Make outreach calls to customers and prospects.
• Comply with bank policies and performance standards.

Skills

Sales experience

Customer service

Interpersonal skills

Time management

Attention to detail

Education

High school diploma or GED

Bachelor's degree acceptable

Tools

Internal tech systems

Job description

Trustmark Bank in the United States seeks a Relationship Banker to identify customer needs and match them with bank products, aiming to deepen relationships while handling a variety of cash and non-cash transactions. The role emphasizes proactive sales, service excellence, and referrals to grow customer satisfaction and loyalty.

Candidates should have a High school diploma or GED, with 1 year of sales or customer service experience, and the ability to balance a cash drawer.