Relationship Banker I: Elevate Customer Experience & Growth

Trustmark Bank; Oxford (MS); On-site; USD 38,000 - 54,000; Full time

Job summary

Trustmark Bank is seeking a Relationship Banker in Mississippi to build deep customer relationships and identify needs for banking products and services. You will help customers with deposits, loans, and other financial solutions while ensuring accurate processing of transactions and adherence to service standards.

The role focuses on proactive sales, referral opportunities, and delivering a superior banking experience in a retail environment at our Oxford location.

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.
• Strong interpersonal and communication skills both verbal and written.
• Time management skills.
• Detail-oriented with a focus on quality and accuracy.

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

Strong interpersonal and communication

Time management

Detail-oriented

Exceptional customer service

Education

High school diploma or GED

Bachelor’s degree acceptable in lieu of experience

Job description

Trustmark Bank is seeking a Relationship Banker in Mississippi to build deep customer relationships and identify needs for banking products and services. You will help customers with deposits, loans, and other financial solutions while ensuring accurate processing of transactions and adherence to service standards.

The role focuses on proactive sales, referral opportunities, and delivering a superior banking experience in a retail environment at our Oxford location.