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

Relationship Banker I

Trustmark

Relationship Banker I Location: US-FL-Panama City Beach Job Location: Company Panama City Thomas Drive - 17206 Category: Branch Banking Type: Regular Full-Time Working Hours: 40 weekly / M- F 8am-5pm 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. 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 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 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. 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. #J-18808-Ljbffr

Vacancy posted 2 hours ago
Similar jobs that could be interesting for youBased on the Relationship Banker I in Panama City Beach, FL vacancy
  •  ...Trustmark National Bank in Panama City Beach, FL, seeks an entry‑level Relationship Banker I to greet customers, identify financial needs, and cross‑sell deposits, loans, and services. You’ll help ensure accurate transactions and a positive, professional client experience... 
    Suggested
    Monday to Friday

    Trustmark

    Panama City Beach, FL
    4 days ago
  •  ...Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define... 
    Suggested
    Full time
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Panama City Beach, FL
    1 day 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... 
    Suggested

    Trustmark

    Panama City, FL
    3 days 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... 
    Suggested

    Trustmark

    Panama City, FL
    3 days ago
  •  ...selling opportunities. Seek to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of...  ...multiple banking centers. Serve as both a Teller and Personal Banker that floats between banking centers to support customer and... 
    Suggested
    Work experience placement
    Work at office
    Remote work
    Flexible hours

    Ameris Bank

    Panama City Beach, FL
    3 days ago
  • $50k - $125k

     ...unique branch‑team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit centre. As an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to... 
    Full time
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Panama City, FL
    13 hours ago
  •  ...community through local charities, Chambers of Commerce, and nonprofit board involvement, and we take pride in building strong relationships both inside and outside the office. For our team, we offer group health and life insurance, a 401(k), PTO, comp time, and a strong... 
    Work at office
    Local area
    Flexible hours

    Mark Kinkade - State Farm Agent

    Panama City Beach, FL
    1 day ago
  • 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 behaviors...
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command

    Panama City, FL
    8 days ago
  • Florida Cancer Affiliates in Panama City, FL is hiring a full-time Patient Benefit Rep. This role educates patients on insurance coverage and financial options, assesses ability to pay, and guides completion of forms. You’ll work with clinical and billing teams to ensure...
    Full time
    Work at office

    US Oncology Network-wide Career Opportunities

    Panama City, FL
    5 days ago
  •  ...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 office
    Local area
    Afternoon shift

    Hancock Whitney

    Panama City, FL
    3 days ago
  • $32.15k - $45.19k

     ...Overview United Community is looking for a Universal Banker I to deliver exceptional customer experiences while supporting financial...  .... You’ll combine service and sales expertise to strengthen relationships, educate customers on banking tools and technology, and ensure... 
    Full time
    Local area
    Remote work

    United Community Banks

    Inlet Beach, FL
    4 days ago
  • $34.1k - $49.38k

     ...Overview United Community is seeking a highly skilled Universal Banker II .As a Universal Banker, you will have the opportunity to...  ...services Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing... 
    Full time
    Local area
    Remote work

    United Community Bank

    Inlet Beach, FL
    1 day ago
  •  ...Tyndall Federal Credit Union is seeking a Relationship Advisor to serve as a friendly face for members and help them reach their financial goals. You’ll listen, ask thoughtful questions, and connect members with suitable products and services, from opening accounts to... 

    Pcbeach

    Panama City, FL
    13 hours ago
  •  ...selling opportunities. Seek to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of...  ...multiple banking centers. Serve as both a Teller and Personal Banker that floats between banking centers to support customer and... 
    Work experience placement
    Work at office
    Remote work
    Flexible hours

    Ameris Bank

    Panama City, FL
    4 days ago

Do you want to receive more vacancies?

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