Traveling Relationship Banker II: Growth & Service Pro

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

Job summary

Trustmark Bank is seeking a Relationship Banker II - Floaters to travel among assigned locations and identify customer needs, referring them to the right bank products while delivering outstanding service. You will handle deposits, loans, and related transactions, maintain accuracy, and support sales goals through proactive outreach and referrals.

This role emphasizes customer-focused service, cross-selling, and adherence to bank guidelines, with opportunities to coach others and grow within the

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

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.
• Maintain and balance a cash drawer.
• 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

Skills

Interpersonal skills

Verbal communication

Written communication

Customer service

Time management

Attention to detail

Education

High school diploma or GED

Job description

Trustmark Bank is seeking a Relationship Banker II - Floaters to travel among assigned locations and identify customer needs, referring them to the right bank products while delivering outstanding service. You will handle deposits, loans, and related transactions, maintain accuracy, and support sales goals through proactive outreach and referrals.

This role emphasizes customer-focused service, cross-selling, and adherence to bank guidelines, with opportunities to coach others and grow within the