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

Relationship Banker II

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. Coach and serve as a mentor to Relationship Bankers and Tellers. Provide oversight and responsibility to review/approve various transactions to include night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers. Handle the cash shipment and vault management for a branch. Ability to handle the origination of consumer loans . Perform additional duties as assigned. Qualifications High school diploma or GED 2 years of face-to-face customer service experience, retail sales experience or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding the individual performance goals. Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment Be able to register with the National Mortgage Licensing System and Registry (NMLS) 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 Prior supervisory experience in a retail or bank environment preferred Prior experience processing consumer or mortgage loans preferred 2 years of banking industry knowledge specifically of the Relationship Banker position 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! 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. 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 Credit check (required for certain positions) Fingerprinting (required for certain positions) #J-18808-Ljbffr

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker II in Huntsville, AL vacancy
  •  ...Relationship Banker 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... 
    Suggested
    Night shift

    Trustmark

    Huntsville, AL
    4 days ago
  •  ...Trustmark Corporation is seeking a Relationship Banker in Huntsville, AL. You will identify customer needs, refer appropriate bank products, and deepen customer relationships while processing a range of cash and non-cash transactions. You will service, sell, and cross-... 
    Suggested

    Trustmark

    Huntsville, AL
    18 hours ago
  •  ...Trustmark is seeking a Relationship Banker in Huntsville, AL. You will identify customer needs, cross-sell deposit and loan products, and deliver outstanding service while safeguarding assets and processing a variety of transactions. You will meet sales goals, conduct... 
    Suggested

    Trustmark

    Huntsville, AL
    3 days ago
  •  ...Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program...  ...sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based... 
    Suggested
    Work experience placement
    Work at office

    Fifth Third Bank, N.A.

    Huntsville, AL
    2 hours ago
  • JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve an affluent client group and a broader customer base within a Chase branch. You will manage complete banking relationships, using proactive, education-based guidance to help clients make... 
    Suggested

    JPMorgan Chase & Co.

    Huntsville, AL
    3 days ago
  • Summary The Relationship Banker serves as a trusted financial guide and a dynamic customer champion. This dual professional not only deepens customer relationships through exceptional service and personalized financial guidance but also plays a pivotal role in supporting... 
    Flexible hours

    FirstBank

    Huntsville, AL
    3 days ago
  •  ...A reputable banking institution is seeking a Retail Personal Banker I in Huntsville, Alabama. The role involves utilizing a consultative...  ...sales process to meet customer financial needs and deepening relationships. Applicants should have a college degree or relevant... 

    Fifth Third Bank, N.A.

    Huntsville, AL
    1 day ago
  •  ...Fifth Third Bank, N.A. in Huntsville, AL, seeks a Retail Personal Banker I candidate. The role begins with a 4–8 week onboarding and...  ...financial needs, acquire new households, and deepen customer relationships. Travel for training may be required, with responsibilities across... 

    Fifth Third Bank, N.A.

    Huntsville, AL
    1 day ago
  • ## Personal Banker Associate I - Valley Bend (Huntsville, AL)Applylocations: Huntsville, ALtime type: Full timeposted on: Posted Todaytime...  ...acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to... 
    Work experience placement
    Work at office

    Fifth Third

    Huntsville, AL
    1 day ago
  •  ...Duties & Responsibilities Strategic Impact & Member Experience As a Personal Banker, you will be a trusted partner to our Members, guiding their financial journey, strengthening relationships, and helping them grow through: Member-Centered Service – Deliver personalized... 

    CommunityAmerica Credit Union

    Madison, AL
    3 days ago
  •  ...Renasant Bank is seeking a Personal Banker in Madison, AL who delivers a best-in-class customer experience while proactively identifying financial needs and opportunities. You will build relationships, execute service standards, and collaborate with branch leadership... 

    Renasant

    Madison, AL
    2 days ago
  •  ...Personal Banker Job ID: 2026-15601. Job Locations: US-AL-Madison Overview Personal Bankers are intentional about delivering a consistent...  ...sales and service performance by developing new and existing relationships utilizing the customer engagement model Create a daily... 
    Contract work
    Local area

    Renasant

    Madison, AL
    3 days ago
  •  ...residential loans. Also performs duties related to the Universal Banker role, which includes services such as opening new accounts,...  ...assisting customers. Responsible for the development of new business relationships, maintaining existing relationships, and recognizing selling... 
    Work experience placement
    Work at office
    Night shift

    CB&S Bank

    Madison, AL
    3 days ago
  •  ...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... 

    WealthBridge Financial Group

    Huntsville, AL
    4 days ago
  •  ...others harness wealth to live with peace and purpose. Requirements Active licenses: SIE, Series 7, Series 66 Manage and deepen relationships with a book of 100–130 households Deliver high-touch client experience Develop and present financial plans Provide investment recommendations... 

    Pearl Recruiter

    Huntsville, AL
    5 days ago
  •  ...executing opportunities and making referrals to internal business partners as appropriate. Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Huntsville, AL
    3 days ago
  •  ...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 start
    Afternoon shift

    JPMorgan Chase & Co.

    Huntsville, AL
    6 days ago
  • Overview First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles...
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    For contractors
    Traineeship
    Internship
    Work at office
    Local area
    Home office

    First Command Financial Services, Inc.

    Huntsville, AL
    2 days ago
  •  ...,000.00-$250,000.00 6 days ago Financial Services - Consulting - Guidewire - Business Analyst - Manager Business Banking Senior Relationship Manager - Huntsville, AL Financial Services - Consulting - Guidewire - Technical Consultant - Manager Tax Services Manager - FSO... 
    Full time
    Local area

    Prudential Financial

    Huntsville, AL
    1 day ago
  •  ...clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications...  ...or related field 5+ years' of industry experience Strong understanding of the investment business #J-18808-Ljbffr Bankers Life

    Bankers Life

    Huntsville, AL
    3 days ago
  • $50k

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

    Edward Jones

    Huntsville, AL
    3 days ago
  •  ...credit worthiness of a potential borrower and recommend either approval or denial of the request. Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. Negotiate credit extensions. Work with clients on the structure... 
    Work at office

    Pinnacle Bank

    Huntsville, AL
    3 days ago
  •  ...Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of...  .... Develop client relationships through internal banker referral partners and external COIs. Surround your clients... 
    Full time
    Work at office

    First Horizon

    Huntsville, AL
    3 days ago
  •  ...Full-time Description Job Summary The Universal Banker plays a key role in delivering a seamless and exceptional customer...  ...banker duties. This position is responsible for building relationships with customers, addressing financial needs, and promoting bank... 
    Full time
    Casual work
    Work at office
    Local area
    Afternoon shift

    Local Bank

    Huntsville, AL
    2 days ago
  •  ...Commercial Banker If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in... 
    Local area
    Flexible hours

    Chase

    Huntsville, AL
    5 days ago
  • Position Summary The Universal Banker delivers FirstBank service excellence through accurate and efficient transaction processing,...  ...and Financial Service Representative duties as needed. Build relationships with community businesses and consumer clients, achieving personal... 

    FirstBank

    Huntsville, AL
    1 day ago
  •  ...flexible career that promotes both growth and personal balance. In this role, you will conduct virtual consultations and cultivate relationships with clients, ensuring their financial well-being. Expect to enjoy benefits like weekly pay, mentorship, and access to industry-... 
    Remote job
    Weekly pay
    Flexible hours

    AO Garcia Agency

    Huntsville, AL
    3 days ago
  •  ...Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities...  ...the largest employee-owned banks in the country! Our Retail Bankers are the face of our organization and are critical in caring for... 
    Full time
    Local area

    Woodforest Bank

    Huntsville, AL
    2 days ago
  •  ...to take real responsibility in your role so that you can take charge of your career progression with us. For us lasting trusted relationships are everything, both with our teams and our clients. The Opportunity In this role you will: Prepare and deliver QRA... 

    LineSight Inc

    Huntsville, AL
    1 day ago
  •  ...analyze complex financial statements, and prepare credit analysis packages. Additionally, they serve as a secondary contact on client relationships, identify cross-sell opportunities, and assist in the loan process. The Portfolio Manager plays a crucial role in maintaining... 
    Full time
    Local area
    Remote work

    United Community Bank

    Huntsville, AL
    4 days ago

Do you want to receive more vacancies?

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