Relationship Banker I

Trustmark National Bank; Fairhope (AL); On-site; USD 32,000 - 42,000; Full time

Job summary

Trustmark National Bank in Fairhope, AL seeks a Relationship Banker I to identify customer needs and match them with bank products, enhancing satisfaction and loyalty.

You will perform cash and non-cash transactions, service and cross-sell deposits and loans, and maintain accurate records while delivering a high standard of customer service.

This Regular Full-Time role requires a high school diploma or GED, sales or customer service experience, and solid communication and math skills.

Qualifications

• High school diploma or GED required.
• Minimum 1 year of sales or customer service experience.
• Ability to handle routine transactions and cash drawer.
• Strong customer service and product knowledge.
• Basic computer skills and math ability.

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.
• Safeguard the bank's assets and process 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).
• Balance 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

Customer service

Sales

Cash handling

Communication

Basic math

Computer skills

Time management

Interpersonal skills

Professional appearance

Attention to detail

Education

High school diploma or GED

Job description

Relationship Banker I

Job Details

Job ID: 2026-19983

Category: Branch Banking

Type: Regular Full-Time

Job Grade: 5

FLSA Status: Non-Exempt

Working Hours: M-F 8-5

Job Location: Company: Fairhope - 13525

Overview

Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions.

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.

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

Physical Requirements/Working Conditions

Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use a computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins.

Note

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment