Relationship Banker I: Grow Relationships & Cross-Sell

Trustmark National Bank; Fairhope (AL); On-site; USD 32,000 - 42,000; Full time

Job summary

Trustmark National Bank in Fairhope, AL seeks a Relationship Banker I to identify customer needs and match them with bank products, enhancing satisfaction and loyalty.

You will perform cash and non-cash transactions, service and cross-sell deposits and loans, and maintain accurate records while delivering a high standard of customer service.

This Regular Full-Time role requires a high school diploma or GED, sales or customer service experience, and solid communication and math skills.

Qualifications

• High school diploma or GED required.
• Minimum 1 year of sales or customer service experience.
• Ability to handle routine transactions and cash drawer.
• Strong customer service and product knowledge.
• Basic computer skills and math ability.

Responsibilities

• Identify customer needs and make the 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 and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts).
• Balance cash drawer daily for both the cash totals and to ensure appropriate documents have been executed.
• Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales.
• Making outreach calls to customers and/or prospects.
• Comply with the bank's guidelines, policies, procedures, and standards of performance.
• Perform additional duties as assigned.

Skills

Customer service

Sales

Cash handling

Communication

Basic math

Computer skills

Time management

Interpersonal skills

Professional appearance

Attention to detail

Education

High school diploma or GED

Job description

Trustmark National Bank in Fairhope, AL seeks a Relationship Banker I to identify customer needs and match them with bank products, enhancing satisfaction and loyalty.

You will perform cash and non-cash transactions, service and cross-sell deposits and loans, and maintain accurate records while delivering a high standard of customer service.

This Regular Full-Time role requires a high school diploma or GED, sales or customer service experience, and solid communication and math skills.