Relationship Banking Specialist

HealthFitness; Panama City Beach (FL); On-site; USD 32,000 - 52,000; Full time

Job summary

Trustmark Bank is seeking a Relationship Banker to identify customer needs and match them with bank products to increase satisfaction and loyalty. The role emphasizes proactive sales/service, with referrals to grow relationships and process a variety of cash and non-cash transactions.

Responsibilities include balancing cash drawers, meeting sales goals, outreach to customers, and adhering to policies and service standards. Strong communication and math skills required for daily operations.

Qualifications

• High school diploma or GED required.
• 1 year of sales or customer service experience, or a Bachelor’s degree in lieu of experience.
• Able to perform routine transactions and balance cash drawer.
• Exceptional customer service and knowledge of Trustmark products.
• Pass assessment tests related to customer service and math skills.

Responsibilities

• Identify customer needs and make referrals.
• Service, sell, and cross-sell deposit accounts and loan products.
• Deliver exceptional customer experience following Trustmark standards.
• Safeguard assets and process transactions accurately.
• Balance cash drawer daily and ensure proper documentation.
• Achieve sales and referral goals quarterly.
• Make outreach calls to customers and prospects.
• Comply with bank policies and standards.

Skills

Customer service

Sales

Communication

Time management

Detail-oriented

Education

High school diploma or GED

Bachelor’s degree acceptable in lieu of experience

Job description

Trustmark Bank is seeking a Relationship Banker to identify customer needs and match them with bank products to increase satisfaction and loyalty. The role emphasizes proactive sales/service, with referrals to grow relationships and process a variety of cash and non-cash transactions.

Responsibilities include balancing cash drawers, meeting sales goals, outreach to customers, and adhering to policies and service standards. Strong communication and math skills required for daily operations.