Relationship Banker: Grow Relationships & Cross-Sell

Trustmark; Brookhaven (MS); On-site; USD 30,000 - 42,000; Full time

Job summary

Trustmark Bank in Brookhaven, MS is seeking a Relationship Banker to identify customer needs and match them with bank products and services. You will deepen customer relationships while processing a variety of cash and non-cash transactions.

The role emphasizes proactive sales/service, referral opportunities, and delivering a high level of customer satisfaction, loyalty, and financial well-being.

Qualifications

• High school diploma or GED.
• One year of sales or customer service experience (in lieu of experience, Bachelor's degree is acceptable).
• Able to use basic math concepts and can handle routine transactions and close out the cash drawer.
• Exceptional customer service skills with the ability to learn and communicate Trustmark products.
• Pass appropriate assessment tests related to customer service and math skills.
• Able to meet sales goals in a retail environment.
• Basic computer skills and the ability to learn internal technology systems to perform work tasks.
• Strong interpersonal and communication skills both verbal and written.
• Time management skills.
• Detail-oriented with a focus on quality and accuracy.
• Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis.
• Experience in maintaining and balancing a cash drawer preferred.

Responsibilities

• Identify customer needs and make the appropriate 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.
• Continually safeguard the bank's assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts).
• Balances cash drawer daily for both the cash totals and to ensure appropriate documents have been executed.
• Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales.
• Making outreach calls to customers and/or prospects.
• Comply with the bank's guidelines, policies, procedures, and standards of performance.
• Perform additional duties as assigned.

Skills

Sales

Customer service

Cross-selling

Cash handling

Communication

Time management

Detail-oriented

Professional appearance

Interpersonal skills

Education

High school diploma or GED

Bachelor's degree (in lieu of experience)

Job description

Trustmark Bank in Brookhaven, MS is seeking a Relationship Banker to identify customer needs and match them with bank products and services. You will deepen customer relationships while processing a variety of cash and non-cash transactions.

The role emphasizes proactive sales/service, referral opportunities, and delivering a high level of customer satisfaction, loyalty, and financial well-being.