Relationship Banker I: Build Trust & Grow Customer Relationships

Trustmark Bank; Fairhope (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 and services, enhancing customer satisfaction and loyalty. The role emphasizes proactive sales, accurate cash handling, and adherence to service standards in a retail banking environment.

The position requires the ability to balance a cash drawer, meet sales goals, and build relationships through outreach with customers and prospects. Strong communication and math skills are essential.

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.

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 security of the working environment while processing transactions accurately (deposits and withdrawals, transfers, loan payments, and account maintenance).
• Balance cash drawer daily and ensure documents are properly executed.
• Achieve sales and referral goals quarterly while providing excellent customer service.
• Make outreach calls to customers and prospects.
• Comply with bank policies and standards of performance.
• Perform additional duties as assigned.

Skills

Customer service

Sales

Communication

Time management

Detail-oriented

Professional appearance

Cash handling

Basic math

Internal systems

Education

High school diploma or GED

Bachelor’s degree acceptable in lieu of experience

Job description

Trustmark Bank is seeking a Relationship Banker to identify customer needs and match them with bank products and services, enhancing customer satisfaction and loyalty. The role emphasizes proactive sales, accurate cash handling, and adherence to service standards in a retail banking environment.

The position requires the ability to balance a cash drawer, meet sales goals, and build relationships through outreach with customers and prospects. Strong communication and math skills are essential.