Relationship Banker I - Float
Trustmark
US-MS-Meridian Job ID
2026-19607 Category
Branch Banking Type
Regular Full-Time Job Grade
5 FLSA Status
Non-Exempt Working Hours
35-40 hours weekly |Monday - Thursday 8:15a-4:00p; Friday: 8:15a - 5:00p Job Location: Company Southeast MS Team Admin- 18779 Overview
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.
Floaters will travel between assigned branch locations and are encouraged to apply for open positions for permanent placement.
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 an 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 document has 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
- Travel between branch locations
- Perform additional duties as assigned
- High school diploma or GED
- One 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 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
- Experience in maintaining and balancing a cash drawer preferred
Physical 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.
Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
- ...Relationship Banker 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...SuggestedPermanent employment
- ...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 and the bank, adhering...SuggestedShift workWeekend workDay shift
- What you’ll do: As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances, building...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- First Command is seeking a Financial Advisor in Meridian, Mississippi, to support military families with their financial planning. You will guide clients on managing their finances, while engaging with local military organizations to build your clientele. The role includes...SuggestedFor contractorsLocal areaFlexible 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...SuggestedWork at officeWork from homeHome officeFlexible hours$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$19.25 per hour
...This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building relationships and expanding EVERWISE CREDIT UNION’s wallet share. Primary Responsibilities and Duties Maintains a high level of member service...Remote work- ...Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities... ...the largest employee-owned banks in the country! Our Retail Bankers are the face of our organization and are critical in caring for...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!


