Relationship Banker II: Grow Loans & Elevate Service

Trustmark Bank; Sugar Land (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

A regional financial institution in Sugar Land, Texas is looking for a Relationship Banker. The role involves identifying customer needs, processing various transactions, and achieving sales goals. Candidates should possess a high school diploma and have 2 years of customer service or retail experience. Exceptional customer service skills and the ability to manage cash are critical for success in this position.

Qualifications

• 2 years of face‑to‑face customer service experience or retail sales experience.
• Able to meet sales goals in a retail environment.
• Prior experience processing consumer or mortgage loans preferred.

Responsibilities

• Coach and serve as a mentor to Relationship Bankers and Tellers.
• Identify customer needs and make the appropriate referrals.
• Achieve sales and referral goals quarterly while providing excellent customer service.

Skills

Exceptional customer service skills

Strong interpersonal and communication skills

Time management skills

Basic computer skills

Education

High school diploma or GED

Job description

A regional financial institution in Sugar Land, Texas is looking for a Relationship Banker. The role involves identifying customer needs, processing various transactions, and achieving sales goals. Candidates should possess a high school diploma and have 2 years of customer service or retail experience. Exceptional customer service skills and the ability to manage cash are critical for success in this position.