Relationship Banker II: Grow Client Wealth & Service

Trustmark; Madison (MS); On-site; USD 36,000 - 56,000; Full time

Job summary

Trustmark in Madison, MS is seeking a Relationship Banker to identify customer needs and match them with bank products while delivering outstanding service. You will process a variety of deposits and loan-related transactions and work to deepen customer relationships.

The role emphasizes proactive outreach, cross-selling, and adherence to service standards, with a focus on accuracy and security in all transactions. Strong communication and reliability are essential.

Qualifications

• High school diploma or GED required.
• 2 years of face-to-face customer service or retail sales experience preferred.
• Must be able to register with NMLS.
• Strong interpersonal and communication skills.
• Ability to meet sales goals in a retail banking environment.
• Proficiency with basic math and daily transactions.

Responsibilities

• Identify customer needs and refer to suitable products.
• Service, sell, and cross-sell deposits, loans, and related services.
• Deliver exceptional customer experience per Trustmark standards.
• Process transactions accurately and safeguard assets.
• Balance cash drawer daily and review documents.
• Achieve quarterly sales/referral goals and convert service into sales.
• Conduct outreach calls to customers or prospects.
• Adhere to bank policies and training.

Skills

Customer service

Sales goal achievement

Communication

Time management

Interpersonal skills

Education

High school diploma or GED

Tools

NMLS system

Job description

Trustmark in Madison, MS is seeking a Relationship Banker to identify customer needs and match them with bank products while delivering outstanding service. You will process a variety of deposits and loan-related transactions and work to deepen customer relationships.

The role emphasizes proactive outreach, cross-selling, and adherence to service standards, with a focus on accuracy and security in all transactions. Strong communication and reliability are essential.