Relationship Banker I - Float
Trustmark
FloatersRelationship 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.Floaters will travel between assigned branch locations and are encouraged to apply for open positions for permanent placement.ResponsibilitiesIdentify customer needs and make the appropriate referrals through proactive sales/service effortsService, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.Deliver an exceptional customer experience that follows Trustmark's service standardsContinually 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 document has been executedAchieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into salesMaking outreach calls to customers and/or prospectsComply with the bank's guidelines, policies, procedures, and standards of performanceTravel between branch locationsPerform additional duties as assignedQualificationsHigh school diploma or GEDOne year of sales or customer service experience (in lieu of experience, Bachelor's degree is acceptable).Able to use basic math concepts and can handle routine transactions and close out the cash drawerExceptional customer service skills with the ability to learn and communicate Trustmark productsPass appropriate assessment tests related to customer service and math skillsAble to meet sales goals in a retail environmentBasic computer skills and the ability to learn internal technology systems to perform work tasksStrong interpersonal and communication skills both verbal and writtenTime management skillsDetail-oriented with a focus on quality and accuracyDemonstrate professional appearance and mannerisms as this position works with the public on a daily basisExperience in maintaining and balancing a cash drawer preferredPhysical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use 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.
- ...Relationship Banker I - Float Location US-MS-Greater Jackson Area Job ID 2026-19899 Category Branch Banking Type Regular Full-Time Job Grade 5 FLSA Status Non-Exempt Working Hours 35-40 hours...SuggestedPermanent employmentFull timeMonday to Friday
$35.64k - $42.19k
...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...SuggestedFull timeFlexible hours$41.51k
...Relationship Banker II 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, and meeting those needs by proactively offering appropriate products, services,...SuggestedFull timeFlexible hours- ...Relationship Banker II Location US-MS-Madison Job ID 2026-19925 Category Retail Banking Type Regular Full-Time Job Grade 7 FLSA Status Non-Exempt Working Hours 35-40 hours | M-Th 8-4:30, F...SuggestedFull timeNight shift
- ...new accounts and researching and resolving problems in a manner which promotes and maintains positive customer experiences and relationships; and promotes the Bank's culture, including the support of our Brand promise and Core Values. Duties and Responsibilities include...SuggestedContract workBank staffWork at officeLocal areaImmediate startFlexible hoursNight shift
- ...Personal Banker Personal Bankers are intentional about delivering a consistent best in class customer experience. A Personal Banker... ...sales and service performance by developing new and existing relationships utilizing the customer engagement model Create a daily...Local area
- ...Regions Bank in Brandon, Mississippi, is seeking a Relationship Banker II to meet with customers, assess financial needs, and propose Regions products to help achieve goals. The role emphasizes strong communication, cash handling, and a customer-focused approach. The position...
- ...new accounts and researching and resolving problems in a manner which promotes and maintains positive customer experiences and relationships; and promotes the Bank's culture, including the support of our Brand promise and Core Values.Duties and Responsibilities include...Contract workBank staffWork at officeLocal areaImmediate startFlexible hours
$35.64k
...Relationship Banker I 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 improving the financial wellness of our customers. The purpose of this role is to...Full timeFlexible hours$44.91k
...Relationship Banker Team Lead At Regions, the Relationship Banker Team Lead is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products...Full timeLocal areaFlexible hours- ...information by visiting and logging into your account. ESSENTIAL DUTIES & RESPONSIBILITIES: Build, manage, and retain client relationships by conducting proactive outreach, needs assessments, and consultative sales conversations. Serve as a trusted advisor to...Work at officeLocal areaAfternoon shift
$97k - $192k
Benefits: 401(k) 401(k) matching Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance The Marsh Region of Modern Woodmen is actively...For contractorsWork at officeLocal areaWork from homeFlexible hours$50k
...helping them achieve their long-term financial goals as you make a difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions...Work at officeWork from homeHome officeFlexible hours$61k - $119k
...financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Full timeContract workFor contractorsWork at office- ...Portfolio Managers, Wealth Advisors, Client Executives, Private Bankers, and Investment Analysts. Topics may include, but are not... ...as it relates to challenging or conflicting family dynamics, relationships, and needs. ~ Outstanding financial analysis and decision-...Full timeWork at officeNight shift
- Modern Woodmen Fraternal Financial and MWA Financial Services. A Great Place to Work-Certified™ Region. As a fraternal benefit society, we have no stockholders. We’re owned and operated by and for the benefit of our members. We specialize in retirement planning, investments...Full timeWork at officeFlexible hours
- ...WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear...
- ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong... ...to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select...Immediate startAfternoon shift
- ...instrumental in introducing new business development opportunities to the firm. In this critically important role, you will manage client relationships, providing sound financial planning advice and counsel and work closely with all members of the Waverly team to exceed client...Local area
- ...benefit business, is currently seeking a financial professional to join our team in the greater Jackson area to work plan sponsor relationships. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education...
- Personal Financial Counselor Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors...Contract workWork at office
- ...convenience of “banking where you shop” while providing prospecting and sales opportunities that continue growing our business. Retail Bankers conduct general office work, banking transactions, sales, cross sales, account opening, and account management while providing...Work at officeFlexible hours
- ...COMMUNITY LENDING MORTGAGE BANKER WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent... ...activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses...Work at officeRemote work
- ...COMMUNITY LENDING MORTGAGE BANKER WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent... ...activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses...Work at office
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- Major Duties (Job Description) ~ The Senior Advisor for Financial Strategy and Policies reports to the Deputy Chief Financial Officer (DCFO) and serves the DCFO's principal advisor and is recognized as a technical expert in the execution and implementation of financial...Full timeWork at officeImmediate start
- ...Universal Banker The Universal Banker operates in a seamless dual capacity to deliver an exceptional customer experience by seeking... ...of the bank's customer engagement model by deepening relationships, educating customers on the bank's products and services, offering...Contract work
$1,000 per month
Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
- ...social, educational and volunteer activities that enrich members’ lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We’re proud of the impact fraternalism makes. It’s what allows Modern...Full timeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker I - Float. Be the first to apply!



