Relationship Banker I: Growth, Service & Referrals

Trustmark

Germantown (TN)

On-site

USD 42,000 - 54,000

Full time

4 days ago

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Benefits offered by this job

Medical, dental, vision

401k with company match

Tuition Reimbursement

Job summary

Trustmark is seeking a Relationship Banker to identify customer needs and match them with bank products. You will drive proactive sales and service, deepen customer relationships, and process a variety of cash and non-cash transactions.

The role emphasizes balancing cash, meeting quarterly sales targets, and delivering exceptional customer experiences. The position requires a high school diploma or GED and at least one year in sales or customer service, with a willingness to learn internal

Qualifications

One year of sales or customer service experience (Bachelor’s degree acceptable in lieu).
Ability to handle routine transactions and balance the cash drawer.
Excellent customer service and product knowledge skills.
Ability to learn internal technology systems and perform tasks accurately.

Responsibilities

Identify customer needs and referrals through proactive service.
Sell and cross-sell deposit accounts, loans, insurance, and cash management services.
Deliver exceptional customer experience per Trustmark standards.
Safeguard assets and process transactions accurately.
Balance cash drawer daily and ensure documents are complete.
Meet sales goals and referral targets each quarter.
Make outreach calls to customers and prospects.
Follow bank policies and perform duties as assigned.