Relationship Banker I: Elevate Client Experience

Trustmark

Tupelo (MS)

On-site

USD 38,000 - 48,000

Full time

3 days ago
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Job summary

Trustmark in Tupelo, MS is seeking a Relationship Banker to identify customer needs and match products to deepen customer relationships and financial well‑being.

You will handle deposits, loans, and other transactions, deliver service excellence, and strive to meet sales and referral goals through proactive outreach.

Candidates should have a high school diploma or GED, at least one year in sales or customer service, and strong communication and math skills.

Qualifications

  • High school diploma or GED is required or equivalent.
  • One year of sales or customer service experience; a Bachelor’s degree is acceptable in lieu of experience.
  • Able to balance a cash drawer and perform routine transactions accurately.
  • Excellent customer service skills with the ability to learn Trustmark products.

Responsibilities

  • Identify customer needs and make referrals through proactive sales/service efforts.
  • Service, sell, and cross-sell deposit accounts, loan products, insurance, and cash management services.
  • Deliver exceptional customer experience following Trustmark’s service standards.
  • Safeguard assets and handle transactions accurately (deposits, withdrawals, wire transfers, loan payments).
  • Balance cash drawer daily and ensure proper documents are completed.
  • Pursue sales/referral goals and convert service encounters into sales.
  • Make outreach calls to customers and prospects.
  • Comply with policies and performance standards.
  • Perform additional duties as assigned.

Skills

Sales experience
Customer service
Communication skills
Time management
Cash handling
Basic math
Interpersonal skills
Professional appearance

Education

High school diploma or GED
Bachelor's degree acceptable

Tools

Basic computer skills

Job description

Trustmark in Tupelo, MS is seeking a Relationship Banker to identify customer needs and match products to deepen customer relationships and financial well‑being.

You will handle deposits, loans, and other transactions, deliver service excellence, and strive to meet sales and referral goals through proactive outreach.

Candidates should have a high school diploma or GED, at least one year in sales or customer service, and strong communication and math skills.

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