Relationship Banker II
Trustmark
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
- Truist Financial Corporation seeks a customer-focused associate to deliver top-tier client service in a branch setting. You will handle routine maintenance, sales opportunities, and referrals to specialists while supporting teller duties when needed. The role emphasizes...Suggested
- ...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...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...satisfaction and loyalty. Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to... ...degree (GED) 2 – 5 years of experience as a Universal Banker or Teller COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office...SuggestedTemporary workWork at office
- JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and others in the branch. You will manage the full banking relationship with a proactive, education-focused approach and solicit referrals to grow the client...SuggestedWeekend workAfternoon shift
- JPMorganChase in Florida is seeking a Relationship Banker to represent our brand with hospitality, acquiring, managing, and retaining client relationships using financial knowledge to offer thoughtful solutions. The role involves guiding clients through banking solutions...Suggested
- JPMorganChase is seeking a Relationship Banker to join a Chase Branch in the United States. You will play a lead role in acquiring, managing, and retaining client relationships while delivering thoughtful financial solutions using the latest banking technology. You will...
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Banker Business Specialist within PNC's Retail Bank organization, you will be based in Doral, Florida. Bilingual Spanish Preferred....Temporary workWork experience placementWork at office
- ...routines, and handling complex and diverse client engagements. Responsibilities: Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs Responds to customer...Full timeWork at officeFlexible hoursShift workWeekend workDay shift
- ...opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Banking organization, you will be based in... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...to contribute to the company’s success. As a Senior Personal Banker within PNC's Retail Bank organization, this position may be located... ...community Centers of Influence to acquire, expand and retain relationships. Leads by example in driving customer loyalty and grows...Full timeTemporary workPart timeWork experience placementBank staffWork at office
$15.61 - $24.97 per hour
...form in a courteous and professional manner [Required]* Ability to use product knowledge and sales techniques to build customer relationships and meet goals [Required]* Knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) Compliance and other regulations and...Full timeWork experience placementLocal areaShift work- ServisFirst Bank is seeking a Commercial Banking Officer in Tallahassee, FL to originate and close commercial loans, manage an existing portfolio, and grow the bank's local market share. The role emphasizes client needs assessment, cross-selling of banking products, and...Local area
$95.6k - $188.4k
...verbal communication skillsMeticulous attention to detail and quality of work productAbility to build and sustain professional relationships Ability to lead projects or workstreamsAbility to manage and prioritize multiple tasks in a fast-paced and dynamic environmentStrong...Local area- ...tasks and meet aggressive deadlines related to the finance, accounting, forecasting and reporting processesBuild strong working relationships across the organization to ensure the proper accounting, consolidation and reporting of assigned functional areasSupport internal...Rotational programFull timeFor contractorsLocal areaRelocation
- ...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
- Major Responsibilities: The Financial Aid Advisor provides guidance to financial aid applicants and their families throughout the application process. Determines eligibility within the parameters of institutional, state and federal requirements. Specific Duties and Responsibilities...Full timeLocal areaMonday to Friday
$61k - $119k
...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$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$41.38k
Job Description Indian River State College is seeking a student-centered Financial Aid Advisor who is passionate about helping learners navigate the path to achieving their educational goals. In this role, you will guide students and their families through the financial...Work experience placementWork at officeLocal 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...Work at officeWork from homeHome officeFlexible hours- **Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power ...Work experience placementLocal areaRemote workFlexible 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 area- Position Summary The Admissions and Financial Aid Counselor is a student-facing professional responsible for guiding prospective and admitted students through both the admissions process and the financial aid process. This position supports the enrollment goals for the ...Work at officeLocal areaRemote workFlexible hoursAfternoon shift
- ...understanding clients' unique financial goals and provides value through a variety of financial services. We strive to develop long-term relationships with our clients and work with them every step of the way towards achieving their goals. The Financial Advisor role is full-time...Full timeWork at officeRemote work
$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...Work at office- ...and wealth-building strategies to individuals, families, and business clients. This role involves building strong, trust-based relationships by understanding clients' financial goals, offering personalized solutions, and ensuring exceptional service delivery. The Financial...Night shiftWeekend work
- 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 Are you someone who thrives on competition, teamwork, and achieving...Work from homeFlexible hours
- ...Experience: 10+ years of bank or credit union experience Knowledge/Skills/Aptitudes: A track record of professional success Relationship-building skills and commitment to establishing long-term clients Strong desire for performance driven compensation and...Work at office
- ...This role is for a client in Boise. Position Overview and Purpose The advisor will be responsible for managing existing client relationships, either working with a more experienced advisor or on their own. The position may be responsible for formulating and implementing...Interim role
- ...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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker II. Be the first to apply!



