Relationship Banker II — Client Advisor & Growth Partner

Trustmark

Brookhaven (MS)

On-site

USD 36,000 - 47,000

Full time

6 hours ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
401k with company match

Job summary

Trustmark is seeking a Relationship Banker in Mississippi to identify customer needs and connect them with banking products and services. You will drive sales through proactive service while maintaining strong customer relationships and processing a variety of cash and non-cash transactions.

Responsibilities include helping customers with deposits, loans, insurance, and cash management; balancing cash, meeting quarterly sales goals, and mentoring junior team members.

Qualifications

  • High school diploma or GED required.
  • 2 years of face‑to‑face customer service experience or prior Trustmark Relationship Banker experience.
  • Able to learn Trustmark lending guidelines and process loans within 2 years.

Responsibilities

  • Identify customer needs and refer through proactive sales/service efforts.
  • Service, sell, and cross-sell deposit accounts, loan products, insurance products, etc.
  • Deliver exceptional customer experience following Trustmark’s service standards.
  • Safeguard bank assets and process transactions accurately.
  • Balance cash drawer daily and ensure documents are complete.
  • Achieve sales and referral goals quarterly while providing excellent service.
  • Make outreach calls to customers and prospects.
  • Comply with bank policies and performance standards.
  • Coach and mentor Relationship Bankers and Tellers.
  • Review/approve various transactions including night drop logs and cash drawings.
  • Handle cash shipment and vault management for a branch.
  • Oversee consumer loan origination as needed.
  • Perform additional duties as assigned.

Skills

Customer service
Sales
Interpersonal communication
Detail-oriented

Education

High school diploma or GED

Job description

Trustmark is seeking a Relationship Banker in Mississippi to identify customer needs and connect them with banking products and services. You will drive sales through proactive service while maintaining strong customer relationships and processing a variety of cash and non-cash transactions.

Responsibilities include helping customers with deposits, loans, insurance, and cash management; balancing cash, meeting quarterly sales goals, and mentoring junior team members.

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