Relationship Banker I: Grow Customer Relationships & Sales

Trustmark; McComb (MS); On-site; USD 38,000 - 49,000; Full time

Job summary

Trustmark in McComb, MS is seeking a Relationship Banker to identify customer needs and match banking products and services to enhance satisfaction and financial well-being. You will drive proactive sales and service while handling cash and non-cash transactions.

The role focuses on depositing, loan, insurance products, and cash management solutions, balancing cash drawer daily, and meeting quarterly sales and referral goals.

Qualifications

• Minimum high school diploma or GED required.
• One year of sales or customer service experience preferred.
• Ability to perform routine transactions and balance a cash drawer.
• Must learn Trustmark products and services.
• Strong math and basic accounting skills.

Responsibilities

• Identify customer needs and referrals through proactive sales/service.
• Service, sell, and cross-sell deposits, loans, insurance, and cash management.
• Deliver outstanding customer experience per Trustmark standards.
• Safeguard assets and process transactions accurately.
• Balance cash drawer daily and ensure proper documentation.
• Meet sales and referral goals and follow policies.
• Make outreach calls to customers and prospects.
• Perform other duties as assigned.

Skills

Customer service excellence

Interpersonal communication

Time management

Attention to detail

Professional appearance and demeanor

Education

High school diploma or GED

Bachelor's degree acceptable in lieu of experience

Job description

Trustmark in McComb, MS is seeking a Relationship Banker to identify customer needs and match banking products and services to enhance satisfaction and financial well-being. You will drive proactive sales and service while handling cash and non-cash transactions.

The role focuses on depositing, loan, insurance products, and cash management solutions, balancing cash drawer daily, and meeting quarterly sales and referral goals.