Relationship Banker — Grow Trust & Customer Wealth

Trustmark; Panama City (FL); On-site; USD 35,000 - 55,000; Full time

Job summary

Trustmark is seeking a Relationship Banker to identify customer needs and refer them to suitable bank products, while delivering an exceptional customer experience. You will process transactions, balance cash drawers, and pursue quarterly sales/referral goals in a customer‑oriented environment.

Responsibilities include proactive outreach, referrals, and maintaining accurate records. A high school diploma or GED is required; sales or service experience is preferred.

Qualifications

• High school diploma or GED.
• One year of sales or customer service experience.
• Able to use basic math concepts and handle routine transactions.
• Exceptional customer service and product knowledge.
• Able to meet sales goals in a retail environment.
• Basic computer skills and the ability to learn internal technology systems.
• Strong verbal and written communication.
• Professional appearance and demeanor.
• Experience maintaining and balancing a cash drawer preferred.

Responsibilities

• Identify customer needs and make appropriate referrals.
• Service, sell, and cross-sell deposit accounts, loans, and related services.
• Deliver exceptional customer experience per Trustmark standards.
• Safeguard assets and process transactions accurately.
• Balance cash drawer daily and ensure proper documents.
• Achieve sales and referral goals quarterly.
• Make outreach calls to customers and prospects.
• Comply with bank policies and performance standards.

Skills

Customer service

Sales skills

Cross-selling

Time management

Attention to detail

Communication skills

Cash handling

Basic math

Interpersonal skills

Education

High school diploma or GED

Bachelor’s degree acceptable

Job description

Trustmark is seeking a Relationship Banker to identify customer needs and refer them to suitable bank products, while delivering an exceptional customer experience. You will process transactions, balance cash drawers, and pursue quarterly sales/referral goals in a customer‑oriented environment.

Responsibilities include proactive outreach, referrals, and maintaining accurate records. A high school diploma or GED is required; sales or service experience is preferred.