Relationship Banker I - Grow Customers & Cross-Sell

Trustmark Bank; Jackson (MS); On-site; USD 38,000 - 56,000; Full time

Job summary

Trustmark Bank is seeking a Relationship Banker in Mississippi to identify customer needs and connect them with appropriate bank products and services. The role involves proactive sales/service, cross-selling deposits, loans, and other financial solutions, while delivering an outstanding customer experience.

The position requires a High school diploma or GED (or Bachelor’s degree in lieu of experience) and strong math, cash handling, and communication skills.

Qualifications

• High school diploma or GED required.
• 1 year of sales or customer service experience (or a Bachelor's degree).
• Ability to perform routine transactions and balance cash drawer.
• Strong customer service and communication skills.
• Ability to learn Trustmark products.

Responsibilities

• Identify customer needs and make 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.
• Safeguard the bank’s assets and security while processing transactions accurately (deposits, withdrawals, wire transfers, loan payments, account maintenance).
• Balance cash drawer daily and ensure appropriate documentation.
• Achieve sales and referral goals quarterly while providing excellent service.
• Make outreach calls to customers or prospects.
• Travel between branch locations and perform other duties as assigned.

Skills

Customer service

Interpersonal skills

Verbal communication

Written communication

Time management

Cash handling

Sales/referrals

Mathematics basics

Attention to detail

Professional appearance

Education

Bachelor’s degree acceptable in lieu of experience

High school diploma or GED

Tools

Basic computer skills

Job description

Trustmark Bank is seeking a Relationship Banker in Mississippi to identify customer needs and connect them with appropriate bank products and services. The role involves proactive sales/service, cross-selling deposits, loans, and other financial solutions, while delivering an outstanding customer experience.

The position requires a High school diploma or GED (or Bachelor’s degree in lieu of experience) and strong math, cash handling, and communication skills.