Relationship Banker I - Float
Trustmark
FloatersRelationship 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.ResponsibilitiesIdentify customer needs and make the appropriate referrals through proactive sales/service effortsService, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.Deliver an exceptional customer experience that follows Trustmark's service standardsContinually 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 executedAchieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into salesMaking outreach calls to customers and/or prospectsComply with the bank's guidelines, policies, procedures, and standards of performanceTravel between branch locationsPerform additional duties as assignedQualificationsHigh school diploma or GEDOne 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 drawerExceptional customer service skills with the ability to learn and communicate Trustmark productsPass appropriate assessment tests related to customer service and math skillsAble to meet sales goals in a retail environmentBasic computer skills and the ability to learn internal technology systems to perform work tasksStrong interpersonal and communication skills both verbal and writtenTime management skillsDetail-oriented with a focus on quality and accuracyDemonstrate professional appearance and mannerisms as this position works with the public on a daily basisExperience in maintaining and balancing a cash drawer preferredPhysical 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. Trustmark
- ...Relationship Banker I - Float Location US-MS-Greater Jackson Area Job ID 2026-19899 Category Branch Banking Type Regular Full-Time Job Grade 5 FLSA Status Non-Exempt Working Hours 35-40 hours...SuggestedPermanent employmentFull timeMonday to Friday
- ...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...SuggestedContract workBank staffWork at officeLocal areaImmediate startFlexible hoursNight shift
- ...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/...SuggestedNight shift
- ...Personal Banker Personal Bankers are intentional about delivering a consistent best in class customer experience. A Personal Banker... ...sales and service performance by developing new and existing relationships utilizing the customer engagement model Create a daily...SuggestedLocal area
- ...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...SuggestedContract workBank staffWork at officeLocal areaImmediate startFlexible hoursNight shift
- ...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 officeLocal areaAfternoon shift
$97k - $192k
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 The Marsh Region of Modern Woodmen is actively...For contractorsWork at officeLocal areaWork from homeFlexible hours$1,000 per month
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- 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
- ...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...Work at officeLocal areaVisa sponsorshipFlexible hours
$58.44k
Personal Financial Counselor; Jackson, MS This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families...Contract workTemporary workWork at office- ...benefit business, is currently seeking a financial professional to join our team in the greater Jackson area to work plan sponsor relationships. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education...
- Facilities Management And Security Services A description of the business units can be found at: Position(s) are to be filled in following area(s): ~ FMSS - Finance Review the additional information below for further details US Government Jobs
- ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong... ...to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select...Immediate startAfternoon shift
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- ...Portfolio Managers, Wealth Advisors, Client Executives, Private Bankers, and Investment Analysts. Topics may include, but are not... ...as it relates to challenging or conflicting family dynamics, relationships, and needs. ~ Outstanding financial analysis and decision-making...
$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- ...passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base. At WealthBridge, we pride ourselves on our commitment to integrity,...
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- 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
- ...Universal Banker Job ID 2026-15402 Job Locations US-MS-Jackson Overview The Universal Banker operates in... ...execution of the bank's customer engagement model by deepening relationships, educating customers on the bank's products and services, offering...Contract work
- ...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
- ...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
- Position: Community Banker Location: Collinsville Reporting To: Regional President About the Position A proactive relationship builder that assistsbank clients and provides excellent support throughout the process of underwriting, structuring and closing of loans and developing...For contractorsWork at officeLocal 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
- ...’ll be challenged to deliver five-star service while building relationships with our members. We’re a family here, so outstanding teamwork... ...financial sales or retail? Great! Have you worked ina relationship banker or personal banker role? Even better! Customer service,...Monday to FridayFlexible hours
- ...WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear...
$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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$101.23k - $172.36k
...communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level...Remote work
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