Relationship Banker II: Drive Growth & Customer Trust

Trustmark Bank; Memphis (TN); On-site; USD 40,000 - 60,000; Full time

Job summary

Trustmark is seeking a Relationship Banker to identify customer needs and match them with bank products, while delivering an exceptional customer experience. You will handle deposits, loans, and related services, and actively seek referrals to deepen client relationships.

The role requires strong customer service, sales ability, and knowledge of banking products, with emphasis on accuracy and compliance in daily transactions and service standards.

Qualifications

• 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.
• Be able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment
• 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

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.
• Safeguard the bank's assets and security while processing transactions accurately (deposits and withdrawals, wires, checks, loan payments, account maintenance).
• Balance cash drawer daily and ensure documents are complete.
• Achieve sales and referral goals quarterly while providing excellent customer service.
• Make outreach calls to customers and/or prospects.
• Coach and mentor Relationship Bankers and Tellers.
• Review/approve various transactions including night drop, ATM deposits, money orders, official checks, and cash drawers.
• Handle the cash shipment and vault management for a branch.
• Ability to originate consumer loans.
• Perform additional duties as assigned.

Skills

Customer service

Cross-selling

Interpersonal skills

Time management

Detail-oriented

Math skills

Computer skills

Sales ability

Communication skills

Education

High school diploma or GED

Job description

Trustmark is seeking a Relationship Banker to identify customer needs and match them with bank products, while delivering an exceptional customer experience. You will handle deposits, loans, and related services, and actively seek referrals to deepen client relationships.

The role requires strong customer service, sales ability, and knowledge of banking products, with emphasis on accuracy and compliance in daily transactions and service standards.