Relationship Banker I
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. 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, short-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 Corporation
$37.62k - $44.54k
...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...SuggestedFull timeFlexible hours- ...Relationship Banker II - Floaters 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...SuggestedNight shift
$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...SuggestedFull timeFlexible hours- ...opportunity to contribute to the company’s success. As Personal Banker within PNC's Retail Banking organization, you will be based in... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- Overview Position: Personal Banker, PNC Retail Banking - Mobile, Alabama. As a Personal Banker within PNC's Retail Banking organization... ...and Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through...SuggestedFull timeTemporary workWork experience placementWork at office
$46.79k
...update your information by visiting and logging into the careers section of the system. Job Description 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...Full timeLocal areaFlexible hours- ...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 timeWork at officeMonday to Friday
- Job Details Pre-Employment Requirements: ~ We are a drug free facility. Passing a pre-employment drug screening is required. Education Requirements: High school diploma or equivalent required. Associate's degree in healthcare administration or equivalent...Work experience placement
$50k
...helping them achieve their long-term financial goals as you make a difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions...Work at officeWork from homeHome officeFlexible hours- ...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-...Full timeWork at officeNight shift
- ...social, educational and volunteer activities that enrich members’ lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We’re proud of the impact fraternalism makes. It’s what allows Modern...Full timeLocal area
- ...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...
- Financial Advisor LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at First Horizon Bank in Mobile, AL would allow you to join the Investment Program at First Horizon Bank as a Financial Advisor...Local area
- ...upskill and face unique challenges in national security. Candidates will plan investigations into federal law violations and build relationships with law enforcement. A bachelor’s degree in a relevant field is required, along with eligibility for a Top Secret clearance....Work at office
- ...Maintain a comprehensive understanding of retail banking products and services Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers' needs, while considering their unique perspectives...
$32.15k - $45.19k
...Universal Banker IUnited Community is looking for a Universal Banker I to deliver exceptional customer experiences while supporting... ...customer. You'll combine service and sales expertise to strengthen relationships, educate customers on banking tools and technology, and ensure...Full timeLocal areaRemote work- ...Job TitleBuild, 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 goals. Proactively educate clients...Work at officeLocal areaAfternoon shift
$37.44k - $49.38k
...Overview United Community is seeking a highly skilled Universal Banker II .As a Universal Banker, you will have the opportunity to... ...services Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing...Full timeLocal areaRemote work- ...Universal Banker I This position is the Customer Ambassador for the bank with the overall purpose of providing quality and efficiency... ...product and service recommendations in order to solidify the relationship with the customer. Prepares and compiles new customer...
$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- ...Business Banker (LO) In Consumer Banking And Lending Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending... ...will be responsible for building, maintaining, and growing relationships with business banking clients in the branches. Individuals have...Work experience placementWork at officeImmediate start
- ...review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. Key Responsibilities Include: Evaluates...Full time
$15 - $18 per hour
...support multiple branches as needed. In this role, you'll step in where you're most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you're a flexible problem-solver, a trusted...Hourly payFull timeWork at officeLocal areaFlexible hoursWeekend workAfternoon shift- Brief Description RB&T Mission Statement: As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals. Position Summary While the primary role of the Financial Associate is to accurately complete...Work at officeNight shift
- ...review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. Key Responsibilities Include: Evaluates...Part timeImmediate start
- Job Title Analyzes and communicates with customers to obtain required information for various types of accounts; informs and counsels customers of all payment options; coordinates and arranges settlement of accounts for balances due. Minimum Qualifications: ...
- ...Teller Retail Banker Take the next step toward your new career today! Become a part of the diverse and inclusive team within our... ...Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities...Full timeLocal area
- ...loan covenant compliance, and facilitating financial collections within assigned portfolios. The role involves partnering with Relationship Managers to grow a high-quality, profitable loan book. Key Responsibilities Include Evaluating information to determine risk ratings...
- ...This is achieved not only through the bank's commitment to support your success, but also through your community involvement and relationships paired with your professional financial experience. Essential Duties And Responsibilities Reasonable accommodations may be made...Work at office
- ...circumstances they may encounter. Promote customized ways for clients to achieve their long-term financial goals. Cultivate relationships and help every family member or individual pursue financial security. Ability to build an insurance and financial practice...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker I. Be the first to apply!





