Relationship Banker II

Trustmark National Bank; Daphne (AL); On-site; USD 42,000 - 54,000; Full time

Job summary

Trustmark National Bank in Daphne AL seeks a Relationship Banker II to identify customer needs and match them with banking products, improving satisfaction and loyalty. The role emphasizes proactive sales, referrals, and handling a variety of cash and non-cash transactions.

Expect M-F hours, with the primary location in Daphne. You will service and cross-sell deposit accounts, loans, insurance, and cash management services while safeguarding assets and delivering exceptional customer

Qualifications

• High school diploma or GED completed.
• 2 years of face-to-face customer service or retail sales experience or prior Trustmark Relationship Banker experience with track record of meeting goals.
• Ability to learn lending guidelines and process loans within 2 years.
• Ability to register with NMLS.
• Strong math, interpersonal, and communication skills.

Responsibilities

• Identify customer needs and make referrals through proactive sales/service efforts.
• Service, sell, and cross-sell deposits, loans, and other products.
• Deliver customer experience that meets Trustmark standards.
• Safeguard assets and process transactions accurately.
• Balance cash drawer and achieve quarterly sales/referral goals.
• Make outreach calls to customers/prospects.
• Comply with policies and performance standards.
• Coach and mentor fellow Relationship Bankers and Tellers.
• Review/approve various transactions and manage cash shipments.
• Handle vault and branch operations related duties.
• Assist with consumer loan origination when needed.
• Perform additional duties as assigned.

Skills

Customer service

Retail sales

Relationship Banker experience

Sales goals

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.

Relationship Banker II Location

US-AL-Daphne Job ID 2026-19875 Category Retail Banking Type Regular Full-Time Job Grade 7 FLSA Status Non-Exempt Working Hours M-F 8am-5pm Job Location: Company Malbis - 13528

Overview

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.
• Ach ieve 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
• 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
• 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

Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.