Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Banker I

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. Perform additional duties as assigned. Qualifications 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 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 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. 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. #J-18808-Ljbffr Trustmark Corporation

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker I in Montgomery, AL vacancy
  •  ...Location Onsite at the location listed in the job posting. Weekly Scheduled Hours M-Th 8-5, Fri 8-6, Sat 8:30-1:30 SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and... 
    Suggested
    Temporary work
    Work at office

    First Horizon

    Montgomery, AL
    21 hours ago
  • $20.53 - $34.23 per hour

     ...the kind of trust that can fuel every goal. We are the leading relationship bank built for growth--with over $60 billion in assets, 3,800...  ...clients--that includes all our associates as well. The Relationship Banker is responsible for driving branch growth by deepening existing... 
    Suggested
    Full time
    Part time

    RadNet

    Montgomery, AL
    10 hours ago
  •  ...Relationship Banker I Location US-AL-Montgomery Job ID 2026-19645 Category Branch Banking Type Regular Full-Time Job Grade 5 FLSA Status Non-Exempt Working Hours Mon - Thurs 8am - 4:30pm... 
    Suggested
    Full time

    Trustmark

    Montgomery, AL
    2 days ago
  • $37.62k

     ..., 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... 
    Suggested
    Full time
    Flexible hours

    Regions Bank

    Montgomery, AL
    1 day ago
  • Location Onsite at the location listed in the job posting. Weekly Scheduled Hours M-Th 8-5, Fri 8-6, Sat 8:30-1:30 SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and... 
    Suggested
    Temporary work
    Work at office

    First Horizon

    Montgomery, AL
    1 day ago
  •  ...appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Montgomery, AL
    2 days ago
  • Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Knowledge of all Bank products and services...

    Valley Bank

    Montgomery, AL
    21 hours ago
  •  ...As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards. Provides... 
    Work at office

    Valley Bank

    Montgomery, AL
    4 days ago
  • Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Knowledge of all Bank products and services...

    Valley National Bancorp

    Montgomery, AL
    1 day ago
  •  ...Job Title Personal Banker Job Description Acquires and deepens the branch customer base through a variety of proactive sales...  ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Montgomery, AL
    21 hours ago
  • 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... 

    Trustmark

    Prattville, AL
    2 days ago
  •  ...making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Montgomery, AL
    1 day ago
  •  ...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... 
    Local area

    Modern Woodmen

    Montgomery, AL
    2 days ago
  •  ...passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base. At WealthBridge, we pride ourselves on our commitment to integrity,... 

    Wealthbridge-Financial-Group

    Montgomery, AL
    4 days ago
  • Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Montgomery, AL
    3 days ago
  • $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 office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Montgomery, AL
    4 days ago
  • $70k - $100k

     ...including variable compensation, based on qualifications, skills, and performance. Primary Job Functions Manage existing client relationships to WEG’s planning-based standard of identity Facilitate the financial planning process Discover a prospect or client’s values, goals... 
    Full time
    Temporary work
    Flexible hours

    Wealth Enhancement Group

    Montgomery, AL
    4 days ago
  • Location 309 Maxwell Boulevard,Montgomery, AL, 36104,United States Employee Type FT RB&T Mission Statement: As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals. Position Summary While...
    Work at office
    Night shift

    Kids For The Future

    Montgomery, AL
    1 day ago
  • A leading AI company in the United States is seeking a Wealth Manager to assist in training AI assistants for finance. This role allows for flexible remote work, as you will review AI responses concerning financial principles and provide structured feedback on their accuracy...
    Contract work
    Remote work
    Flexible hours

    DataAnnotation

    Montgomery, AL
    3 days ago
  •  ...executing opportunities and making referrals to internal business partners as appropriate. Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Montgomery, AL
    3 days ago
  •  ...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 start
    Afternoon shift

    JPMorgan Chase & Co.

    Montgomery, AL
    1 day ago
  • Description Whether you're passionate about finance, technology or helping others - a career at First National Bank offers a world of opportunity to grow and succeed. Work collaboratively with a team while having fun and providing product and technical support knowledge...
    Full time
    Monday to Friday

    First Bancorp

    Montgomery, AL
    3 days ago
  •  ...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
    Remote work

    City National Bank

    Montgomery, AL
    4 days ago
  • $18.68 - $31.14 per hour

     ...used to decision loan applications.Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs.Follow the Bank’s sales process and provide... 
    Hourly pay
    Local area

    M&T Bank

    Montgomery, AL
    4 days ago
  •  ...their team. This role involves conducting virtual consultations, assessing clients' financial needs, and cultivating strong client relationships. The position offers the flexibility of working from home, industry-leading tools, and a qualified lead program. Ideal... 
    Remote work
    Work from home

    AO Garcia Agency

    Montgomery, AL
    21 hours ago
  • Maverick Trading in Millbrook, Alabama, seeks disciplined traders to manage firm capital in equities and options. You’ll be expected to trade within defined risk parameters, follow risk management practices, and demonstrate consistency in performance. The role offers a ...
    Remote work

    Maverick Trading

    Millbrook, AL
    3 days ago
  •  ...Montgomery, Alabama. The role involves client interaction, where you will present and explain insurance products and cultivate client relationships. The position provides comprehensive training and weekly pay, with opportunities for rapid career growth. Ideal candidates... 
    Weekly pay
    Part time
    Remote work
    Work from home

    AO Garcia Agency

    Montgomery, AL
    21 hours ago
  •  ...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 time
    Local area

    Woodforest National Bank

    Montgomery, AL
    9 hours ago
  • $101.23k - $172.36k

     ...communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level... 
    Remote work

    City National Bank

    Montgomery, AL
    3 days ago
  • GENERAL FUNCTION: This position is the Customer Ambassador for the bank with the overall purpose of providing quality and efficiency to customers who prefer face-to-face interaction with the bank. This position will have a thorough understanding of the customer's transaction...
    Work experience placement
    Work at office
    Night shift

    CB&S Bank

    Pike Road, AL
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker I. Be the first to apply!