Relationship Banker I - Float
Trustmark
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. 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 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 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. #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...SuggestedPermanent employment
$35.64k
...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...SuggestedFull timeFlexible hours$35.64k - $42.19k
...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...SuggestedPart timeFlexible hours- ...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 clients, matching financial products and services to meet their...SuggestedWork at officeLocal areaAfternoon shift
- ...Regions Bank in Brandon, Mississippi, is seeking a Relationship Banker II to meet with customers, assess financial needs, and propose Regions products to help achieve goals. The role emphasizes strong communication, cash handling, and a customer-focused approach. The position...Suggested
- ...Relationship Banker II Location: US-MS-Madison Job ID: 2026-19925 Category: Retail Banking Type: Regular Full-Time Job Grade: 7 FLSA Status: Non-Exempt Working Hours: 35-40 hours | M-Th 8-4:30, F 8-5 with a Sat. 9-12 rotation Job Location: Madison – 10110 Overview Relationship...Full timeNight shift
$46.8k
...Senior Small Business Relationship Banker 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, and meeting those needs by proactively offering...Full timeWork at officeFlexible hours- ...new accounts and researching and resolving problems in a manner which promotes and maintains positive customer experiences and relationships; and promotes the Bank's culture, including the support of our Brand promise and Core Values. Duties and Responsibilities include...Contract workBank staffWork at officeLocal areaImmediate startFlexible hoursNight shift
- ...Private Client Banker In Branch Banking You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity...Immediate startAfternoon shift
$52k - $55.68k
...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...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift$44.91k
...Relationship Banker Team Lead At Regions, the Relationship Banker Team Lead 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...Full timeLocal areaFlexible hours- Modern Woodmen Fraternal Financial and MWA Financial Services. A Great Place to Work-Certified™ Region. As a fraternal benefit society, we have no stockholders. We’re owned and operated by and for the benefit of our members. We specialize in retirement planning, investments...Full timeWork at officeFlexible hours
- ...values. These values are rooted in our personal and professional experiences, our team’s commitment to excellence, and the deep relationships we’ve had the opportunity to build with our clients. SERVICE Every client deserves unparalleled service. Our entire team is committed...Work at officeLocal areaVisa sponsorshipFlexible hours
- ...our support) shows your commitment and readiness.Trust and Integrity: Passing a background check is just the start—you'll build relationships based on trust and reliability.Experience and Drive: Your years of experience are invaluable, but your continued ambition and willingness...Extra incomePart timeRemote work
- Overview Personal Bankers are intentional about delivering a consistent best in class customer experience. A Personal Banker is a customer... ...sales and service performance by developing new and existing relationships utilizing the customer engagement model Create a daily...Contract workLocal area
- ...convenience of “banking where you shop” while providing prospecting and sales opportunities that continue growing our business. Retail Bankers conduct general office work, banking transactions, sales, cross sales, account opening, and account management while providing...Work at officeFlexible hours
$43k - $50k
Summary of the job The Financial Planning Advisor assists in carrying out the department’s mission to provide professional knowledge, personalized services and support to students and their families to bridge the gap between family resources and educational expenses. They...Full timeWork at officeLocal area- We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide...
$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...Full timeContract workFor contractorsWork at office- ...Personal Banker As a Personal Banker will work with customers, helping them manage their personal finances and achieve their financial... .... You will be responsible for building and maintaining strong relationships with customers by understanding their needs and recommending...Work at office
- Job Description Job Description Benefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Are you a driven individual with ...Temporary workWork at officeLocal areaWork from homeFlexible hours
- ...instrumental in introducing new business development opportunities to the firm. In this critically important role, you will manage client relationships, providing sound financial planning advice and counsel and work closely with all members of the Waverly team to exceed client...Local area
- ...The Citizens Bank of Philadelphia is currently seeking a full-time Universal Banker for our Collinsville location, as follows: Position: Universal Banker Location: Collinsville, MS Hours: Monday thru Thursday - 8 to 4 Friday - 8 to 5:30 About the Position Provide excellent...Full timeFor contractorsWork at officeRemote work
- ...business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client...Work at officeFlexible hoursShift workWeekend workDay shift
- ...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
- ...individualized financial plans Make recommendations around a variety of financial products and services Network and develop relationships to create a strong client base Seek out opportunities to make presentations, provide education, and sell services Maintain...Flexible 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 areaFlexible hours- Major Duties (Job Description) ~ The Senior Advisor for Financial Strategy and Policies reports to the Deputy Chief Financial Officer (DCFO) and serves the DCFO's principal advisor and is recognized as a technical expert in the execution and implementation of financial...Full timeWork at officeImmediate start
- Overview The Universal Banker operates in a seamless dual capacity to deliver an exceptional customer experience by seeking to understand... ...of the bank’s customer engagement model by deepening relationships, educating customers on the bank’s products and services, offering...Contract work
- ...Citizens Bank of Philadelphia is currently seeking a Community Banker, as follows: Position: Community Banker Location:... ...Reporting To: Regional President About The Position A proactive relationship builder that assists bank clients and provides excellent support...Work at officeLocal area
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