Relationship Banker: Growth & Service Champion

Trustmark Bank; Liberty (MS); On-site; USD 32,000 - 42,000; Full time

Job summary

Trustmark Bank seeks a Relationship Banker to identify customer needs and match them with bank products, enhancing satisfaction and financial well-being. The role emphasizes proactive sales/service and referrals to deepen relationships while handling cash transactions.

Candidates should have a high school diploma or GED, and 1 year of sales or customer service experience; or a Bachelor's degree in lieu of experience. Strong communication and accuracy are essential for success.

Qualifications

• High school diploma or GED required.
• 1 year of sales or customer service experience or Bachelor's degree in lieu of experience.
• Able to handle routine transactions and close out cash drawer.
• Strong customer service and product knowledge skills.
• Able to meet sales goals in a retail environment.
• Basic computer skills and ability to learn internal technology systems.
• Strong communication, time management, and accuracy.

Responsibilities

• Identify customer needs and refer to suitable products and services.
• Service, sell, and cross-sell deposits, loans, insurance, and related services.
• Deliver exceptional customer experience following Trustmark's service standards.
• Safeguard assets and process cash transactions accurately.
• Balance cash drawer daily and ensure proper documentation.
• Achieve sales and referral goals quarterly.
• Make outreach calls to customers and prospects.
• Comply with bank policies and performance standards.
• Perform additional duties as assigned.

Skills

Customer service

Sales ability

Communication

Time management

Detail oriented

Education

High school diploma or GED

Bachelor's degree acceptable in lieu of experience

Tools

Internal systems

Job description

Trustmark Bank seeks a Relationship Banker to identify customer needs and match them with bank products, enhancing satisfaction and financial well-being. The role emphasizes proactive sales/service and referrals to deepen relationships while handling cash transactions.

Candidates should have a high school diploma or GED, and 1 year of sales or customer service experience; or a Bachelor's degree in lieu of experience. Strong communication and accuracy are essential for success.