Relationship Banker I - Float

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

Job summary

Trustmark Bank seeks a Relationship Banker/Floaters to identify customer needs, refer suitable bank products, and deliver exceptional service. You will cross-sell deposits, loans, insurance, and cash management while ensuring accurate, compliant cash handling.

The role requires strong customer service, basic math, and communication skills, plus the ability to travel between branches as needed.

Qualifications

• High school diploma or GED required.
• 1 year of sales or customer service experience; bachelor’s degree can substitute.
• Able to perform routine transactions and balance cash drawer.
• Excellent customer service skills with product knowledge.
• Pass assessments related to customer service and math skills.
• Able to meet sales goals in a retail environment.
• Basic computer skills and ability to learn internal systems.
• Strong verbal and written communication skills.
• Time management and attention to detail required.
• Professional appearance and demeanor for daily public interaction.
• Cash drawer balancing experience preferred.

Responsibilities

• Identify customer needs and make referrals to appropriate bank products and services.
• Service, sell, and cross-sell deposit accounts, loans, insurance, and cash management services.
• Deliver an exceptional customer experience following Trustmark’s service standards.
• Safeguard assets and process a variety of transactions accurately (deposits, withdrawals, wires, loan payments, etc.).
• Balance cash drawer daily and ensure proper documentation.
• Achieve sales and referral goals quarterly through proactive outreach.
• Make outreach calls to customers and prospects.
• Comply with bank policies, procedures, and performance standards.
• Travel between branch locations as needed.
• Perform additional duties as assigned.

Skills

Customer service

Sales

Cross-selling

Communication

Math skills

Time management

Attention to detail

Education

High school diploma or GED

Bachelor’s degree in lieu of experience

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.

Floaters will travel between assigned branch locations and are encouraged to apply for open positions for permanent placement.

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 an 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 document has 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
• Travel between branch locations
• 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
• Experience in maintaining and balancing a cash drawer preferred

Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use 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.