Relationship Banker I - Grow Relationships & Serve Clients

Trustmark National Bank; Florida; On-site; USD 32,000 - 45,000; Full time

Job summary

Trustmark National Bank is seeking a Relationship Banker I in Niceville, FL. This regular full-time position focuses on identifying customer needs and matching them with bank products while handling cash transactions and delivering service excellence.

The role requires a high school diploma or GED and at least one year in sales or customer service, with opportunities to earn through referrals and cross-selling. Strong math, computer, and communication skills are essential.

Qualifications

• High school diploma or GED.
• One year of sales or customer service experience (in lieu of experience, Bachelor's degree is acceptable).
• Able to use basic math concepts and can handle routine transactions and close out the cash drawer.
• Exceptional customer service skills with the ability to learn and communicate Trustmark products.
• Pass appropriate assessment tests related to customer service and math skills.
• Able to meet sales goals in a retail environment.
• Basic computer skills and the ability to learn internal technology systems to perform work tasks.
• Strong interpersonal and communication skills both verbal and written.
• Time management skills.
• Detail-oriented with a focus on quality and accuracy.
• Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis.
• Experience in maintaining and balancing a cash drawer preferred.

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.
• Continually safeguard the bank's assets and security of the working environment while processing 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).
• Balances 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 experience

Interpersonal skills

Time management

Attention to detail

Professional appearance

Education

High school diploma or GED

Job description

Trustmark National Bank is seeking a Relationship Banker I in Niceville, FL. This regular full-time position focuses on identifying customer needs and matching them with bank products while handling cash transactions and delivering service excellence.

The role requires a high school diploma or GED and at least one year in sales or customer service, with opportunities to earn through referrals and cross-selling. Strong math, computer, and communication skills are essential.