Relationship Banker I: Build Trust & Grow Customer Wealth

Trustmark; Florida; On-site; USD 35,000 - 55,000; Full time

Job summary

Trustmark is seeking a Relationship Banker in Florida to identify customer needs and match them with bank products. You will proactively sell and cross-sell deposit accounts, loans, and related services while delivering a superior customer experience and safeguarding assets.

You’ll handle cash transactions, balance the drawer daily, and meet quarterly sales/referral goals. Strong communication, math, and interpersonal skills are essential for success in a retail banking environment.

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.
• 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.

Skills

Sales experience

Customer service

Interpersonal skills

Communication skills

Time management

Math skills

Education

High school diploma or GED

Bachelor’s degree acceptable in lieu of experience

Job description

Trustmark is seeking a Relationship Banker in Florida to identify customer needs and match them with bank products. You will proactively sell and cross-sell deposit accounts, loans, and related services while delivering a superior customer experience and safeguarding assets.

You’ll handle cash transactions, balance the drawer daily, and meet quarterly sales/referral goals. Strong communication, math, and interpersonal skills are essential for success in a retail banking environment.