Relationship Banker I
Trustmark
US-MS-Ridgeland Job ID
2026-19634 Category
Branch Banking Type
Regular Full-Time Job Grade
5 FLSA Status
Non-Exempt Working Hours
35-40 hours weekly |Monday - Friday 8 AM - 5 PM /with a Saturday 9 AM - 12 PM rotation Job Location: Company Lake Harbour - 10239 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.
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.
- 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, and loan payments)
- Maintain and balance a cash drawer. Abundant cash handling is expected
- Open, close, and maintenance accounts
- Must 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
- Meet and greet public in a professional manner that reinforces Trustmark's service standards
- All work must be performed within the bank's guidelines, policies, procedures, and standards of performance
- Perform additional duties as assigned.
- 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
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
Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
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