Relationship Banker I: Grow Customer Relationships

Trustmark; Panama City Beach (FL); On-site; USD 38,000 - 52,000; Full time

Job summary

Trustmark is seeking a Relationship Banker in Florida to identify customer needs and connect them with the right banking products and services, while driving sales and delivering exceptional service. The role involves handling cash transactions, maintaining accuracy, and building lasting customer relationships.

Responsibilities include counseling customers, cross-selling deposits and loans, and meeting quarterly sales goals, all within Trustmark's standards.

Qualifications

• Minimum high school diploma or GED; one year of sales or customer service experience.
• Ability to handle routine transactions and balance cash drawer.
• Excellent customer service skills with the ability to learn Trustmark products.
• Able to meet sales goals in a retail environment.
• Basic computer skills and the ability to learn internal technology systems.

Responsibilities

• Identify customer needs and refer 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.
• Safeguard the bank's assets and process transactions accurately (deposits, withdrawals, wires, loans).
• Balance cash drawer daily and ensure appropriate documents are completed.
• Achieve sales and referral goals quarterly while delivering excellent service.
• Make outreach calls to customers and prospects.
• Comply with bank policies, procedures, and performance standards.
• Perform additional duties as assigned.

Skills

Sales experience

Customer service

Cross-selling

Cash handling

Communication skills

Time management

Detail-oriented

Interpersonal skills

Education

High school diploma or GED

Job description

Trustmark is seeking a Relationship Banker in Florida to identify customer needs and connect them with the right banking products and services, while driving sales and delivering exceptional service. The role involves handling cash transactions, maintaining accuracy, and building lasting customer relationships.

Responsibilities include counseling customers, cross-selling deposits and loans, and meeting quarterly sales goals, all within Trustmark's standards.