Relationship Banker I

Trustmark Bank • Athens, AL

1d

About The Position

Relationship Bankers identify customer needs and match customers and prospective customers with appropriate bank products and services to support satisfaction, loyalty, and financial well-being. The role combines proactive sales and service, recognizing referral opportunities, building customer relationships, and processing cash and non-cash transactions.

The position includes serving customers, recommending and selling banking products, accurately processing transactions, balancing the cash drawer, and meeting sales and referral goals while following Trustmark’s service standards, policies, procedures, and performance requirements. Additional duties may be assigned or responsibilities modified by management.

Requirements

• High school diploma or GED; a bachelor’s degree is acceptable in lieu of the required experience.
• One year of sales or customer service experience, unless substituting a bachelor’s degree.
• Ability to use basic math concepts, handle routine transactions, and close out a cash drawer.
• Exceptional customer service skills and ability to learn and communicate Trustmark products.
• Pass appropriate customer service and math assessment tests.
• Ability to meet sales goals in a retail environment.
• Basic computer skills and ability to learn internal technology systems.
• Strong verbal and written interpersonal and communication skills.
• Time-management skills.
• Attention to detail and a focus on quality and accuracy.
• Professional appearance and manner, as the role works with the public daily.
• Ability to sit or stand for long periods, use a computer keyboard and/or mouse while viewing screens, and lift at least 20 pounds to process boxed or bagged coins.

Nice To Haves

• Experience maintaining and balancing a cash drawer.

Responsibilities

• Identify customer needs and make appropriate referrals through proactive sales and service efforts.
• Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, and other offerings.
• Deliver an exceptional customer experience consistent with Trustmark’s service standards.
• Safeguard bank assets and the security of the work environment while accurately processing deposits, withdrawals, collection items, wire transfers, credit card transactions, loan payments, and customer-account opening, closing, and maintenance.
• Balance the cash drawer daily, including cash totals and verification that appropriate documents have been executed.
• Achieve quarterly sales and referral goals while providing excellent customer service and converting service opportunities into sales.
• Make outreach calls to customers and prospects.
• Comply with bank guidelines, policies, procedures, and performance standards.
• Perform additional duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED