Relationship Banker I: Grow Client Relationships & Sales

Trustmark

Wesson (MS)

On-site

USD 32,000 - 42,000

Full time

3 days ago
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Job summary

Trustmark Bank is hiring Relationship Bankers to identify customer needs and match them with bank products, deepening customer relationships while processing cash and non-cash transactions. You will drive referrals and sales, deliver exceptional service, and safeguard assets in a fast-paced retail banking environment.

The role requires high school diploma or GED, strong customer service and communication skills, and ability to balance cash drawers.

Qualifications

  • High school diploma or GED required.
  • 1 year of sales or customer service experience preferred (Bachelor's degree acceptable).
  • Ability to perform basic math and balance cash drawer.
  • Exceptional customer service and product knowledge are required.
  • Able to meet sales goals and learn internal systems.
  • Strong written and verbal communication and time management.
  • Professional appearance and customer-facing demeanor expected.
  • Experience balancing a cash drawer preferred.

Responsibilities

  • Identify customer needs and referrals through proactive sales efforts.
  • Service, sell, and cross-sell deposit accounts, loans, and related products.
  • Deliver exceptional customer experience per service standards.
  • Safeguard assets and process transactions accurately (deposits, withdrawals, wires, payments).
  • Balance cash drawer daily and ensure documents are correct.
  • Aim to meet sales/ referral goals each quarter.
  • Make outbound calls to customers and prospects.
  • Comply with bank policies and standards; perform additional duties as assigned.

Skills

Customer service
Interpersonal skills
Communication skills
Time management
Attention to detail
Professional appearance
Tech literacy

Education

High school diploma or GED
Bachelor’s degree acceptable

Job description

Trustmark Bank is hiring Relationship Bankers to identify customer needs and match them with bank products, deepening customer relationships while processing cash and non-cash transactions. You will drive referrals and sales, deliver exceptional service, and safeguard assets in a fast-paced retail banking environment.

The role requires high school diploma or GED, strong customer service and communication skills, and ability to balance cash drawers.

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