Relationship Banker I
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. 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: 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! What You Gain at Trustmark (Compensation & Benefits) Comprehensive benefits including medical, dental, vision, long-term disability, and life insurance 401k (with up to 6% company match) Tuition Reimbursement (must meet eligibility requirements) 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 Fingerprinting (required for certain positions) #J-18808-Ljbffr 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...Suggested
- ...leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business...SuggestedFull timePart timeWork at officeNight shiftWeekend work
- Trustmark is seeking a Relationship Banker to identify customer needs and match them with bank products. You will drive proactive sales and service, deepen customer relationships, and process a variety of cash and non-cash transactions. The role emphasizes balancing cash...Suggested
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- ...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...
$43.81k
...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,...Full timeFlexible hours$37.62k
...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- ...Responsible for providing an industry leading client service experience through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business...Temporary workWork at officeNight shiftWeekend work
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- Trustmark is seeking a Relationship Banker in Memphis to identify customer needs and match them with bank products. You will proactively sell and refer deposits, loans, insurance, and cash management services while delivering exceptional service and safeguarding assets....
- Regions Bank is seeking a Relationship Banker I in Olive Branch, MS. The role focuses on delivering an exceptional customer experience on the cash line and by phone, while helping customers improve their financial wellness. It offers growth opportunities in a supportive...
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$49.4k
...information by visiting and logging into the careers section of the system. Job Description: At Regions, the Senior Small Business Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs,...Full timeWork at officeFlexible hours- Regions Bank is seeking a Relationship Banker I in Cordova, Tennessee to deliver an exceptional customer experience at the cash line and on the phone. The role centers on creating meaningful personal connections, processing transactions, and identifying opportunities to...
- Regions Bank is seeking a Relationship Banker I in Memphis to deliver exceptional customer experiences on the cash line and via phone, while helping customers with their banking needs. The role focuses on building meaningful connections, processing transactions, and identifying...
- Huntington is seeking a Preferred Banker in Memphis East to manage a high-value client portfolio across branches. You will drive deposits, loans and investments while building relationships and referring clients to partners. The role emphasizes sales, service and knowledge...Work at officeWork from homeFlexible hours
$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...Full timeFlexible hours- Regions is seeking a Relationship Banker II in Collierville, TN to meet with customers in person or by phone, assess financial needs, and offer suitable Regions products and guidance. The role emphasizes growth, development, and upward mobility within a results-driven team...
- 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...Night shift
- ...employees, 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 startAfternoon shift
$43.81k
...or update your information by visiting and logging into the careers section of the system. Job Description: 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...Full timeFlexible hours- Trustmark is seeking a Relationship Banker to identify customer needs and match them with bank products, while delivering an exceptional customer experience. You will handle deposits, loans, and related services, and actively seek referrals to deepen client relationships...
- Regions Bank in Memphis, TN is seeking a Relationship Banker II to meet with customers and prospects, identify financial needs, and offer Regions’ products and guidance to help achieve their goals. The role requires a driven, competitive individual who works well in a team...
- Hours: Monday - Friday 8:30AM - 5:15PM | Rotating Saturdays 8:30am - 1:15PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs...Full timeTemporary workMonday to Friday
- Trustmark National Bank in Germantown, TN seeks a Relationship Banker I to identify customer needs, referrals, and match them with bank products and services. You will deepen customer relationships while processing cash and non-cash transactions, in a role that emphasizes...Weekday work
- ...our customers through each financial life stage and understand they desire and deserve choices on how they wish to bank. As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing client relationships while providing an...Night shift
- Regions Bank in Memphis, TN is hiring a Relationship Banker I to deliver exceptional customer service on the cash line and by phone, while guiding customers toward Regions’ digital banking solutions. The role emphasizes building personal connections, processing transactions...
- ...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...Flexible hoursShift workWeekend workDay shift
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