Relationship Banker II

Trustmark Corporation; Brookhaven (MS); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical, dental, vision

Long-term disability

Short-term disability

Life insurance

401k with company match

Tuition Reimbursement

Job summary

Trustmark Corporation in Brookhaven, MS seeks a Relationship Banker to identify customer needs and match them with bank products, enhancing satisfaction and financial well‑being. You will service, sell, and cross‑sell deposits, loans, insurance, and cash management services, while delivering an exceptional customer experience and safeguarding assets.

The role requires a high school diploma, 2 years of face‑to‑face customer service, NMLS registration, strong communication, and the ability to meet

Qualifications

• High school diploma or GED required.
• 2 years of face-to-face customer service or retail sales experience.
• Able to learn lending guidelines and process loans within 2 years of employment.
• Must register with the National Mortgage Licensing System and Registry (NMLS).
• Strong customer service and communication skills.
• Able to meet sales goals in a retail environment.
• Basic math and cash handling abilities.
• Detail-oriented with accuracy.
• Professional appearance and demeanor.

Responsibilities

• Identify customer needs and referrals through proactive sales/service efforts.
• Service, sell, and cross-sell deposits, loans, insurance, and cash management services.
• Deliver exceptional customer experience per Trustmark standards.
• Safeguard the bank's assets and process transactions accurately.
• Balance cash drawer daily and ensure documents are correct.
• Achieve sales and referral goals; transform service into sales.
• Make outreach calls to customers and prospects.
• Comply with policies and performance standards.
• Coach and mentor Relationship Bankers and Tellers.
• Review/approve transactions including night drops, ATM deposits, money orders.
• Handle cash shipments and vault management; assist consumer loan origination.
• Perform additional duties as assigned.

Skills

Customer service

Sales

Cross-selling

Communication

Math skills

Cash handling

Attention to detail

Professional appearance

Education

High school diploma or GED

Job description

Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions.

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.
• Coach and serve as a mentor to Relationship Bankers and Tellers.
• Provide oversight and responsibility to review/approve various transactions to include night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers.
• Handle the cash shipment and vault management for a branch.
• Ability to handle the origination of consumer loans .
• Perform additional duties as assigned.

Qualifications

• High school diploma or GED
• 2 years of face-to-face customer service experience, retail sales experience or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding the individual performance goals.
• Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment
• Be able to register with the National Mortgage Licensing System and Registry (NMLS)
• 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
• 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
• Prior supervisory experience in a retail or bank environment preferred
• Prior experience processing consumer or mortgage loans preferred
• 2 years of banking industry knowledge specifically of the Relationship Banker position preferred

Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use a computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins.

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment

Working with Us

Teamwork and the individual contributions of our associates are recognized as the drivers of our success. At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment. We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations. Come onboard and join our team!

What You Gain at Trustmark (Compensation & Benefits)

• Comprehensive benefits including medical, dental, vision, long-term disability, short-term disability and life insurance
• 401k (with up to 6% company match)
• Tuition Reimbursement (must meet eligibility requirements)

Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment.

Upon accepting a position with Trustmark, the following pre-employment screenings must be completed:

• Verification of employment, education and other data provided by you on your employment application
• Verification of eligibility to work in the US
• Criminal background check
• Fingerprinting (required for certain positions)