Relationship Banker I

Trustmark; Lynn Haven (FL); On-site; USD 34,000 - 52,000; Full time

Benefits offered by this job

Comprehensive benefits including мед/д

401k with company match

Tuition Reimbursement

Job summary

Trustmark Bank is seeking a Relationship Banker to identify customer needs and connect them with suitable products, while delivering exceptional service. The role includes handling deposits, loans, and related transactions, with a focus on building lasting customer relationships and meeting sales goals.

Ideal candidates will have a high school diploma, at least one year in sales or customer service, and strong math, communication, and computer skills.

Qualifications

• High school diploma or GED is required.
• One year of sales or customer service experience; a Bachelor's degree may substitute.
• Able to perform routine transactions and balance a cash drawer with basic math.
• Excellent customer service and product knowledge.
• Strong interpersonal and written communication skills.
• Ability to meet sales goals in a retail banking environment.
• Basic computer skills and ability to learn internal technology systems.
• Maintain a professional appearance and conduct.

Responsibilities

• Identify customer needs and make referrals through proactive sales/service efforts.
• Service, sell, and cross-sell deposit accounts, loan products, insurance, and other services.
• Deliver exceptional customer experience in line with Trustmark’s standards.
• Safeguard assets and accurately process transactions (deposits, withdrawals, wires, loan payments).
• Balance cash drawer daily and ensure documents are properly executed.
• Achieve sales and referral goals quarterly while delivering excellent service.
• Make outreach calls to customers and prospects.
• Follow bank guidelines, policies, and performance standards.
• Perform additional duties as assigned.

Skills

Strong interpersonal and communication

Exceptional customer service

Detail-oriented

Professional appearance

Sales goals

Basic math

Cash handling

Basic computer skills

Education

High school diploma or GED

Job description

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
• 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: 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: 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.

Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

Working with Us

Teamwork and the individual contributions of our associates are recognized as the drivers of our success. At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment. We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations. Come onboard and join our team!

What You Gain at Trustmark (Compensation & Benefits)

• Comprehensive benefits including medical, dental, vision, long-term disability, and life insurance
• 401k (with up to 6% company match)
• Tuition Reimbursement (must meet eligibility requirements)

Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment.

Upon accepting a position with Trustmark, the following pre-employment screenings must be completed:

• Verification of employment, education and other data provided by you on your employment application
• Verification of eligibility to work in the US
• Criminal background check
• Fingerprinting (required for certain positions)