Relationship Banker II
Trustmark Corporation
Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions. 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. Deliver exceptional customer experience that follows Trustmark's service standards. Continually safeguard the bank's assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts). Balances cash drawer daily for both the cash totals and to ensure appropriate documents have been executed. 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. Comply with the bank's guidelines, policies, procedures, and standards of performance. Coach and serve as a mentor to Relationship Bankers and Tellers. Provide oversight and responsibility to review/approve various transactions to include night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers. Handle the cash shipment and vault management for a branch. Ability to handle the origination of consumer loans . Perform additional duties as assigned. 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 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 Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use a computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins. Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment Working with Us Teamwork and the individual contributions of our associates are recognized as the drivers of our success. At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment. We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations. Come onboard and join our team! Equal Opportunities for All Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment. Upon accepting a position with Trustmark, the following pre-employment screenings must be completed: Verification of employment, education and other data provided by you on your employment application Verification of eligibility to work in the US Criminal background check Credit check (required for certain positions) Fingerprinting (required for certain positions) #J-18808-Ljbffr Trustmark Corporation
- TD Bank in Jupiter, FL seeks a Retail Banker II Float to deliver TD’s Brand promise with expert financial advice on personal banking... ...You will help customers with suitable TD solutions and grow relationships across multiple store locations. The role requires 2+ years of...Suggested
- TD Wealth Management seeks a Retail Banker II Float to serve as a customer liaison, delivering TD’s brand promise through consultative advice on personal and business banking solutions. The role supports growth by identifying TD solutions that align with customers’ financial...Suggested
- Regions Bank is seeking a Relationship Banker II in Florida, responsible for meeting customer financial needs through proactive guidance and support. This full-time role requires a High School Diploma or GED, and offers competitive compensation, commission incentives,...SuggestedFull time
$48.43k
...or update your information by visiting and logging into the careers section of the system. Job Description At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs,...SuggestedFull timeFlexible hours$24 - $33.5 per hour
...Description This role is a banking professional who works across multiple bank locations playing a vital role in bringing TD's human, relationship driven banking experience to life by cultivating and sustaining client relationships through delivering personalized banking...SuggestedWork at officeLocal areaWork from homeFlexible hours- We believe in the power of relationships. With our clients and team members, we foster genuine connections that fuel success and create... ...a team that’s committed to your success. Position: Personal Banker II Location: Maitland, FL Job Id: 190 # of Openings: 1 Cypress...Work at officeLocal areaRemote workNight shift
- Fifth Third Bank is seeking a Personal Banker Associate II in Winter Garden, FL, to participate in a 4-8 week onboarding with rotations in... ...deposits, loans and service excellence. You will build customer relationships, conduct financial reviews, and collaborate with Mortgage,...
- Trustmark is seeking a Relationship Banker to identify customer needs and match them with bank products, enhancing satisfaction and loyalty. You will proactively sell and reference opportunities while handling cash and non-cash transactions across the branch. You will build...
- Cypress Bank & Trust in Maitland, FL is seeking a Personal Banker II to deliver exceptional client service and support everyday banking needs. You will handle account opening, teller tasks, and online banking support, while learning products and services to tailor financial...
- ...Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program... ...sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based...Work experience placementWork at office
- TD in Jupiter, FL is seeking a customer-focused banking professional to cultivate long-term client relationships and deliver personalized banking solutions across multiple locations. You will identify and pursue opportunities, provide needs-based guidance, and coordinate...
- ## Retail Banker II Float - JupiterPostulerremote type: Sur placelocations: Jupiter, Floridatime type: Temps pleinposted on: Publié... ...help Customers achieve their financial goals and optimize their relationship with TD. This role is accountable for working in multiple...Temporary workWork at officeLocal areaWork from homeFlexible hours
- TD Bank is seeking a Retail Banker II Float in Jupiter, FL to serve customers across multiple locations, delivering TD’s Brand promise... ..., and guide customers through applications while maintaining compliance and strong relationship management. #J-18808-Ljbffr TD BankLocal area
- ...TD Bank is seeking a Premier Banker in Jupiter, Florida to manage a portfolio of mass affluent clients, providing personalized banking services while fostering strong client relations. This role demands proactive client engagement and in-depth financial product knowledge...
$18.25 per hour
...celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities The Relationship Banking Representative serves as a frontline ambassador of the bank and plays a critical role in delivering a consistent,...Bank staffWork at officeLocal areaFlexible hoursNight shift- ...clients, educate on self-service options, and help conduct transactions via mobile, online, or ATM. The role emphasizes building relationships, processing cash, and guiding clients to financial solutions while adhering to laws and bank policies. This position requires...Weekend work
- ...leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business...Full timeTemporary workPart timeWork at officeShift workNight shiftWeekend workDay shift
- ...that meet the financial goals. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients...Work at officeFlexible hoursShift workWeekend workDay shift
- ...service driven professional to provide an industry-leading service experience in person and by phone, developing and expanding client relationships and offering financial solutions. You will be cross-trained to perform teller duties as needed to support branch goals. The role...Weekend work
- JPMorgan Chase & Co. seeks a Relationship Banker in a Chase Branch to represent our brand with hospitality and financial tech. You will acquire, manage, and retain client relationships, using financial knowledge to tailor solutions and simplify clients' lives. You will...
- ...financial transactions as needed). Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. Participate in client/prospect calling activities during special deposit/loan campaigns. Assists in conducting meetings to...Work at office
- TD is seeking a client-focused banking professional in Hollywood, FL, to acquire and deepen relationships by offering personalized financial solutions. The role emphasizes consultative engagement, strong product knowledge, and adherence to risk and regulatory standards....
- Regions Bank is seeking a Relationship Banker I to deliver exceptional customer experience on the cash line and by phone, while helping customers meet their financial needs. The role emphasizes building personal connections, guiding customers through Regions’ digital solutions...
- Regions Bank in Gulfport, Florida is seeking a Senior Consumer Relationship Banker to meet with customers and prospects to assess financial needs and offer appropriate solutions. You will focus on Preferred Banking Households, building deep relationships and guiding with...
- Regions Financial Corporation in Mount Dora, Florida seeks a Senior Consumer Relationship Banker to meet with customers in person and by phone, uncover financial needs, and offer appropriate products and guidance to achieve goals. Focus on Preferred Banking Households with...
- Truist Financial in the United States is seeking a Regular or Temporary teller with strong client service to build relationships and provide financial solutions through consultative conversations. The role includes cross-training to perform teller duties, advising on lending...Temporary workWeekend work
$35.64k
...or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to...Full timeFlexible hours- JPMorgan Chase & Co. in New York seeks a Private Client Banker to manage affluent clients’ banking relationships with an advice-based approach. You will collaborate with Specialists to connect clients with experts for tailored financial solutions and help clients access...Weekend workAfternoon shift
- Ameris Bank in Town of Florida, NY is seeking a customer-focused banking professional to grow the branch through high-value client relationships and proactive service. The role emphasizes educating clients, opening accounts, and achieving sales and service goals. Ideal...
- ...a client service professional to deliver an industry leading experience in person and by phone, developing and expanding client relationships with consultative conversations and referrals to partners for growth. You may be cross trained to perform teller duties as needed...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker II. Be the first to apply!

