Relationship Banker I

Trustmark Bank; Madison (AL); On-site; USD 35,000 - 50,000; Full time

Job summary

Trustmark Bank is seeking a Relationship Banker to identify customer needs and match them with bank products to boost satisfaction and loyalty. You will drive proactive sales, process cash and non-cash transactions, and deepen customer relationships daily.

Responsibilities include servicing accounts, balancing drawers, meeting sales goals, and making outreach calls while upholding Trustmark’s standards and security requirements.

Qualifications

• High school diploma or GED required.
• 1 year of sales or customer service experience (Bachelor’s degree acceptable in lieu of experience).
• Able to handle routine transactions and balance a cash drawer.
• Excellent customer service and product knowledge skills.
• Able to meet sales goals in a retail environment.
• Strong communication and interpersonal skills; proficient with internal systems.

Responsibilities

• Identify customer needs and make referrals through proactive sales/service efforts.
• Service, sell, and cross-sell deposit accounts, loan products, insurance products, etc.
• Deliver exceptional customer experience following Trustmark’s service standards.
• Safeguard assets and process transactions accurately (deposits, withdrawals, transfers, loans).
• Balance cash drawer daily; ensure documents are completed.
• Pursue sales goals and referrals quarterly; convert service to sales.
• Make outreach calls to customers and prospects.
• Comply with bank policies and performance standards.

Skills

Customer service

Sales

Communication

Time management

Interpersonal skills

Detail-oriented

Problem solving

Education

High school diploma or GED

Bachelor’s degree acceptable in lieu of experience

Tools

Basic computer skills

Job description

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

Preferred

• Experience in maintaining and balancing a cash drawer

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.