Relationship Banker I
Trustmark
Relationship BankerRelationship 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 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 basisPreferred:Experience in maintaining and balancing a cash drawerPhysical 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
- ...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...SuggestedNight shift
$39.6k
...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- ...Trustmark Bank in Huntsville, AL seeks a Relationship Banker to identify customer needs and match them with bank products, while deepening relationships through proactive sales and service. You’ll handle deposits, loans, and related transactions and contribute to customer...Suggested
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- ...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
- ...LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships...Temporary workWork experience placementImmediate start
- ...residential loans. Also preforms duties related to the Universal Banker role, which includes services such as opening new accounts,... ...customers. Responsible for the development of new business relationships, maintaining existing relationships, and recognizing selling and...Work experience placementWork at officeNight shift
- ## Personal Banker Associate I - Clift Farm (Madison, AL)Applylocations: Madison, ALtime type: Full timeposted on: Posted Todaytime... ...on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...Work experience placementWork at office
- ...Personal Banker Job ID 2026-15601 Job Locations US-AL-Madison Overview Personal Bankers are intentional... ...sales and service performance by developing new and existing relationships utilizing the customer engagement model Create a daily individual...Contract workLocal area
$52k
...Senior Consumer Relationship Banker At Regions, the Senior Consumer 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 appropriate...Full timeWork at officeFlexible hours- ...leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business...Temporary workWork at officeNight shiftWeekend work
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- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Immediate startAfternoon shift
- ...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...
- ...involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success * Follow established policies in accordance with the...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...Fifth Third Bank is seeking a Personal Banker Associate I for their Hays Farm location in Huntsville, AL. This role involves using... ...assess and meet customer financial needs and deepen customer relationships. Candidates should possess strong sales and customer service skills...
- ...Fifth Third Bank in Huntsville, AL seeks a Personal Banker Associate II with a strong selling mindset to support deposits, loans, and fee-based services. The role emphasizes relationship building and consultative service through its on-boarding program and rotations in...
- ...Fifth Third in Huntsville, Alabama, seeks a Personal Banker Associate I to engage customers through a consultative sales approach.... ...and meeting clients' financial needs while fostering long-term relationships. The ideal candidate will have strong sales and customer service...Full time
- ...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...
- ...Private Client Banker 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 and inclusion...Immediate startAfternoon shift
- ...Personal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all...Full timeTemporary workPart timeWork experience placementWork at office
- ...Fifth Third Bank Personal Banker Associate I Make banking a Fifth Third better We connect great people to great opportunities.... ...on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...Work experience placementWork at office
$116k - $229.1k
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- ...information. Responsibilitie sProvide financial planning support to client sSupport investment professionals to cultivate client relationship sPrepare financial plans and check their accurac yQualificatio ns Bachelor's degree in Finance or related fi eld5+ years' of...
- Schedule Monday, Tuesday, Wednesday: 8:00 AM to 4:30 PM Schedule Monday, Tuesday, Wednesday: 8:00 AM to 4:30 PM About Company We’re officially a Great Place To Work® ! We’ve always believed that supporting our team is just as important as supporting our patients. Now, we...Part time
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