Relationship Banker II - Floater

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

Job summary

Trustmark National Bank invites applications for a Relationship Banker II - Floater in Mobile, AL. This role travels among assigned locations to identify customer needs, promote bank products, and deepen relationships while processing cash and non-cash transactions.

The position requires a high school diploma or GED, 2 years of customer service or retail sales experience, and the ability to learn lending guidelines and NMLS registration. Strong math, communication, and sales skills are essential.

Qualifications

• 2 years of face-to-face customer service or retail sales experience with a proven track record of exceeding goals.
• Able to learn Trustmark consumer and/or mortgage lending guidelines and process loans within 2 years of employment.
• Be able to register with the National Mortgage Licensing System and Registry (NMLS).
• Able to handle routine transactions and balance a cash drawer; strong math skills.
• Exceptional customer service with ability to learn and explain Trustmark products.
• Pass tests related to customer service and math skills.
• Able to meet sales goals in a retail environment.
• Strong computer skills and ability to learn internal systems.
• Excellent verbal and written communication; good time management and professionalism.
• Prior supervisory experience and loan processing experience preferred.

Responsibilities

• Identify customer needs and make referrals through proactive sales/service efforts.
• Service, sell, and cross-sell deposits, loans, insurance, and cash management products.
• Safeguard assets while accurately processing deposits, withdrawals, transfers, and payments.
• Maintain and balance a cash drawer; perform abundant cash handling.
• Open, close, and maintain accounts.
• Meet sales and referral goals quarterly with customer service excellence.
• Make outreach calls to customers and prospects.
• Greet the public professionally to uphold Trustmark standards.
• Possibly train/co-mentor other bankers and tellers; assist scheduling and meetings.
• Review/approve transactions and handle cash drawer oversight.

Skills

Customer service

Sales

Communication

Time management

Detail-oriented

Math skills

Education

High school diploma or GED

Job description

Relationship Banker II - Floater

Location

US-AL-Mobile

Job Details

• Job ID: 2026-19940
• Category: Branch Banking
• Type: Regular Full-Time
• Job Grade: 7
• FLSA Status: Non-Exempt
• Working Hours: M-F 8-5
• Job Location: Company: Gulf Coast Consumer Admin - 13590

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.

***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.

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