Relationship Banker II: Elevate Service & Cross-Sell

HealthFitness; Madison (MS); On-site; USD 32,000 - 52,000; Full time

Job summary

Trustmark Bank is seeking a Relationship Banker to identify customer needs, cross-sell bank products, and deliver exceptional service. You will process a variety of transactions, balance cash drawers, and meet sales goals while mentoring team members and ensuring security of assets.

The role emphasizes customer-focused service, product knowledge, and adherence to bank guidelines. Prior supervisory and loan experience are preferred, with NMLS registration required.

Qualifications

• High school diploma or GED.
• 2 years of face-to-face customer service or retail sales experience with a track record of meeting goals.
• Ability to learn lending guidelines and process loans within 2 years of employment.
• Must register with the National Mortgage Licensing System and Registry (NMLS).
• Able to perform routine transactions and balance cash drawer.
• Excellent customer service skills with knowledge of Trustmark products.
• Pass tests related to customer service and math skills.
• Able to meet sales goals in a retail environment.
• Basic computer skills and ability to learn internal technology systems.
• Strong interpersonal and written communication skills.
• Good time management and detail orientation; professional appearance.
• Supervisory experience in a retail or bank environment preferred.
• Experience processing consumer or mortgage loans preferred.
• 2 years of banking industry knowledge for Relationship Banker preferred.

Responsibilities

• Identify customer needs and refer to appropriate bank products and services.
• Service, sell, and cross-sell deposit accounts, loans, insurance, and cash management.
• Deliver exceptional customer experience following service standards.
• Safeguard assets and process transactions accurately (deposits, withdrawals, wires, checks).
• Balance cash drawer daily and ensure proper documentation.
• Meet 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 transactions (night drops, ATM deposits, money orders, etc.).
• Handle cash shipment and vault management.
• Assist with origination of consumer loans.
• Perform additional duties as assigned.

Skills

Customer service

Sales

Cross-selling

Communication

Time management

Detail-oriented

Cash handling

Problem solving

Relationship building

Education

High school diploma or GED

Job description

Trustmark Bank is seeking a Relationship Banker to identify customer needs, cross-sell bank products, and deliver exceptional service. You will process a variety of transactions, balance cash drawers, and meet sales goals while mentoring team members and ensuring security of assets.

The role emphasizes customer-focused service, product knowledge, and adherence to bank guidelines. Prior supervisory and loan experience are preferred, with NMLS registration required.