Relationship Banker I - Float
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. 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 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 skillsAble 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 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. 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
- ...Relationship Banker I – Float Location: US‑TN‑Memphis 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...SuggestedPermanent employment
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- ...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...SuggestedNight shift
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- ...process cash transactions accurately and discuss financial priorities to connect clients with suitable solutions. You will build relationships, follow bank policies, and collaborate with experts in small business, lending, and investments. The role requires weekend/...Weekend work
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$43.81k
...Job Description 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, and guidance to achieve...Full timeFlexible hours- ...Location: On site at location listed in job posting. Schedule: Monday-Thursday 9:00am - 5:15pm, Friday 9:00am - 6:15pm SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and...Temporary workWork at office
- ...cash transactions. The ideal candidate should be passionate about helping clients improve their financial lives and possess strong relationship-building skills. Ideal for someone with a high school diploma and a strong work ethic. This full-time position offers...Full time
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$63.26k - $70.28k
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$55k - $75k
...Ideal candidates will hold required licenses and have proven experience in business development. The role involves building client relationships and providing investment consultations, with a total cash compensation of $55,000-$75,000 plus bonuses. This position offers a...- ...You will guide clients through products that protect their future, build wealth, and manage risk with a consultative approach and relationship-building focus. Role emphasizes prospecting, cross-selling within existing clients, and maintaining regulatory compliance while...
- ...accordance with local, state and federal statutes, as well as company policies. Initiative: Establish and maintain positive working relationships with multiple finance and insurance sources, including manufacturers, to provide a wide range of competitive options for our...Local area
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$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$1,000 per month
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