Relationship Banker II - Floater

Trustmark National Bank; Houston (TX); On-site; USD 42,000 - 70,000; Full time

Job summary

Retail Administration - 13062 in Houston, TX seeks a Relationship Banker II - Floaters to identify customer needs, cross-sell deposits/loans and provide exceptional service across multiple locations.

The role requires strong cash handling, sales ability, and knowledge of banking products with potential supervisory responsibilities and loan-processing exposure. Travel among assigned locations is expected.

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.
• Able to learn Trustmark consumer and/or mortgage lending guidelines and process loans within 2 years.
• Must register with the NMLS.
• Able to perform routine transactions and balance a cash drawer.
• Strong customer service and product knowledge of Trustmark offerings.
• Pass appropriate assessment 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.
• Time management and attention to detail.
• Professional appearance and demeanor for daily public interaction.
• Prior supervisory experience or mortgage loan processing experience preferred.
• 2 years of banking industry knowledge related to Relationship Banker role preferred.

Responsibilities

• Identify customer needs and make referrals through proactive sales and service.
• Service, sell, and cross-sell deposit accounts, loans, insurance, and related services.
• Safeguard assets and process transactions accurately (deposits, withdrawals, wires, checks).
• Maintain and balance a cash drawer with abundant cash handling.
• Open, close, and maintain accounts.
• Meet sales and referral goals quarterly while delivering excellent customer service.
• Make outreach calls to customers and prospects.
• Greet the public professionally to reinforce Trustmark standards.
• Follow bank policies and guidelines; training other associates as needed.
• Possibly supervise/train other bankers and tellers; assist with scheduling and performance reviews.
• Oversee and review transactions (night drops, ATM deposits, money orders, etc.).
• Assist with cash shipments and vault management as needed.
• Possibly assist with loan origination responsibilities.

Skills

Customer service

Sales

Cross-selling

Cash handling

Communication

Time management

Detail-oriented

Professional presentation

Education

High school diploma or GED

Tools

NMLS registration system

Banking software systems

Job description

Relationship Banker II - Floater

Location: US-TX-Houston

Job ID: 2026-19932 | Category: Branch Banking | Type: Regular Full-Time | Job Grade: 7 | FLSA Status: Non-Exempt | Working Hours: M-F 8-5 | Company: Retail Administration - 13062

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 - Floaters will travel between assigned locations

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.
• 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, and loan payments)
• Maintain and balance a cash drawer. Abundant cash handling is expected
• Open, close, and maintenance accounts
• Must 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
• Meet and greet public in a professional manner that reinforces Trustmark's service standards
• All work must be performed within the bank's guidelines, policies, procedures, and standards of performance
• Potentially manage, coach, and provide training for other Relationship Bankers and/or Tellers; manage scheduling and overtime, conduct required meetings, jointly complete performance appraisals, and delegate additional duties as required
• Processing oversight and responsibility to review/approve various transactions, such as night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers
• Potential for cash shipment and vault management
• Potential for loan origination responsibilities and administration thereof
• Perform additional duties as assigned.
• Travel among assigned locations

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.