Relationship Banker I: Grow Clients & Cross-Sell

HealthFitness; Athens (AL); On-site; USD 38,000 - 52,000; Full time

Job summary

Trustmark is seeking a Relationship Banker to identify customer needs and match them with bank products. You will service deposits, loans, insurance, and cash management while maintaining a high level of customer satisfaction.

Daily duties include processing a variety of transactions, balancing cash drawers, and meeting quarterly sales goals. Strong communication and math skills, along with professional appearance, are essential.

Qualifications

• High school diploma or GED.
• 1 year of sales or customer service experience (Bachelor's degree acceptable).
• Able to use basic math and handle routine transactions and cash drawer.
• Exceptional customer service skills with the ability to learn Trustmark products.
• 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 skills and attention to detail.
• Professional appearance and demeanor when interacting with the public.
• Experience maintaining and balancing a cash drawer preferred.

Responsibilities

• Identify customer needs and referrals through proactive sales/service efforts.
• Service, sell, and cross-sell deposit accounts, loans, insurance, and cash management services.
• Deliver exceptional customer experience following Trustmark service standards.
• Safeguard assets and process transactions accurately (deposits, withdrawals, wires, loans).
• Balance cash drawer daily and ensure documents are completed.
• Achieve sales and referral goals quarterly while delivering great service.
• Make outreach calls to customers and prospects.
• Comply with bank policies, procedures, and performance standards.
• Perform additional duties as assigned.

Skills

Customer service

Sales

Interpersonal communication

Cash handling

Time management

Detail-oriented

Education

High school diploma or GED

Job description

Trustmark is seeking a Relationship Banker to identify customer needs and match them with bank products. You will service deposits, loans, insurance, and cash management while maintaining a high level of customer satisfaction.

Daily duties include processing a variety of transactions, balancing cash drawers, and meeting quarterly sales goals. Strong communication and math skills, along with professional appearance, are essential.