Relationship Banker I

1 semana atrás

Santo André, São Paulo, Brasil Trustmark Bank Tempo inteiro

Join to apply for the Relationship Banker I role at Trustmark Bank

4 days ago Be among the first 25 applicants

Join to apply for the Relationship Banker I role at Trustmark Bank

Get AI-powered advice on this job and more exclusive features.

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.

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.
  • 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
  • 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
Preferred
  • Experience in maintaining and balancing a cash drawer
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 Seniority level
  • Seniority level Not Applicable
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales
  • Industries Banking

Referrals increase your chances of interviewing at Trustmark Bank by 2x

Sign in to set job alerts for "Relationship Banker" roles. Republican Political Representative (Full-Time & Part-Time) Remote Mortgage Customer Service Representative Work at Home Customer Service Agent (Full-Time & Part-Time) (AL)

Alabama, United States $21.00-$22.00 49 minutes ago

Remote Insurance Customer Service Representative (Unlicensed) Entry-Level Political Call Center Representative (Republican) Absence Customer Experience Specialist - Alabama On-Demand and Contingent Bilingual Spanish

Alabama, United States $14.00-$15.00 1 month ago

Remote Call CenterCustomer Service Representative Member Services Agent (Call Center/ Contact Center) Customer Service Representative, Full or Part Time Customer Service Representative, Full or Part Time

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

  • Relationship Banker I

    Há 3 dias

    Santo André, São Paulo, Brasil Trustmark Bank Tempo inteiro

    Join to apply for the Relationship Banker I role at Trustmark

  • Relationship Banker I

    3 semanas atrás

    Santo André, São Paulo, Brasil Trustmark Bank Tempo inteiro

    Join to apply for the Relationship Banker I role at Trustmark Bank4 days ago Be among the first 25 applicantsJoin to apply for the Relationship Banker I role at Trustmark BankGet AI-powered advice on this job and more exclusive features.OverviewRelationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank...

  • Clinical Trial Site Relationship Specialist

    1 dia atrás

    Santo Amaro, Bahia, Brasil beBeeClinical Tempo inteiro US$70.000 - US$95.000

    Job Summary:A Site Relationship Management specialist is accountable for sustainable trial start-up at sites. This role ensures timely site selections and study-specific start-up activities and deliverables of assigned sites for Phase I-IV GDD trials within the country, adhering to monitoring procedures and processes in accordance with ICH/GCP, local...

  • Clinical Research Associate I

    1 semana atrás

    Santo Amaro, Brasil Novartis Tempo inteiro

    **Summary**: Site relationship management role to ensure sustainable trial execution at Site. Performs on-site and remote monitoring activities related to initiation, conduct and timely completion of Phase I-IV GDD trials within the country in adherence with monitoring procedures and processes in accordance with ICH/GCP, local regulations and SOPs. Proactive...

  • Credit Risk Associate

    Há 5 dias

    Buenos Aires, Espírito Santo, Brazil JPMorganChase Tempo inteiro

    Credit Risk Associate - Asset Based Lending GroupJoin to apply for the Credit Risk Associate - Asset Based Lending Group role at JPMorganChaseCredit Risk Associate - Asset Based Lending Group1 day ago Be among the first 25 applicantsJoin to apply for the Credit Risk Associate - Asset Based Lending Group role at JPMorganChaseJob DescriptionAs part of Risk...

  • Account Executive I

    3 semanas atrás

    Buenos Aires, Espírito Santo, Brazil Xometry Tempo inteiro

    Xometry (NASDAQ: XMTR) powers the industries of today and tomorrow by connecting the people with big ideas to the manufacturers who can bring them to life. Xometry's digital marketplace gives manufacturers the critical resources they need to grow their business while also making it easy for buyers at Fortune 1000 companies to tap into global manufacturing...

  • Clinical Research Associate Ii

    Há 4 dias

    Santo Amaro, Bahia, Brasil Novartis Tempo inteiro

    **Summary**:Site relationship management role to ensure sustainable trial execution at Site. Performs on-site and remote monitoring activities related to initiation, conduct and timely completion of Phase I-IV GDD trials within the country in adherence with monitoring procedures and processes in accordance with ICH/GCP, local regulations and SOPs. Proactive...

  • Technical Account Manager

    4 semanas atrás

    Buenos Aires, Espírito Santo, Brazil dLocal Tempo inteiro

    Technical Account Manager - LATAM (Remote)Join to apply for the Technical Account Manager - LATAM (Remote) role at dLocalTechnical Account Manager - LATAM (Remote)1 week ago Be among the first 25 applicantsJoin to apply for the Technical Account Manager - LATAM (Remote) role at dLocalGet AI-powered advice on this job and more exclusive features.Why should...

  • Platform Engineer I- Buenos Aires

    3 semanas atrás

    Buenos Aires, Espírito Santo, Brazil Syneos Health Tempo inteiro

    Updated: June 27, 2025Location: Buenos AiresJob ID:25003973Syneos Health is a leading fully integrated biopharmaceutical solutions organization built to accelerate customer success. We translate unique clinical, medical affairs and commercial insights into outcomes to address modern market realities.Every day we perform better because of how we work...

  • Patient Services Lead South Cone Cluster

    3 semanas atrás

    Buenos Aires, Espírito Santo, Brazil Takeda Digital Ventures Tempo inteiro

    Patient Services Lead South Cone ClusterJoin to apply for the Patient Services Lead South Cone Cluster role at Takeda Digital Ventures6 days ago Be among the first 25 applicantsJoin to apply for the Patient Services Lead South Cone Cluster role at Takeda Digital VenturesJob Type: Full TimeJob Level: SeniorTravel: Minimal (if any)Takeda has been translating...

  • Study Start-up Clinical Research Associate

    Há 2 dias

    Santo Amaro, Bahia, Brasil Novartis Tempo inteiro

    **Summary**:Site relationship management role to ensure sustainable trial start-up at Site.The Study Start-Up CRA is accountable for site selections as well as study-specific start-up activities and deliverables of assigned sites for Phase I-IV GDD trials within the country in adherence with monitoring procedures and processes in accordance with ICH/GCP,...

  • Study Start-up Clinical Research Associate

    Há 3 dias

    Santo Amaro, Brasil Novartis Tempo inteiro

    **Summary**: Site relationship management role to ensure sustainable trial start-up at Site. The Study Start-Up CRA is accountable for site selections as well as study-specific start-up activities and deliverables of assigned sites for Phase I-IV GDD trials within the country in adherence with monitoring procedures and processes in accordance with ICH/GCP,...