Relationship Banker I
Trustmark
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- Location
- Athens, AL
- Work style
- On-site
- Job type
- Full time
- Posted
- Oct 15
- 4 days ago
Career path
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About the company
Trustmark
Banking · 1,001 to 5,000 employees
What you'll do
- Identify customer needs and refer or sell appropriate bank products and services while delivering customer service.
- Process cash and non-cash transactions, balance the cash drawer, make outreach calls, and meet sales and referral goals.
What you need
- 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
- Experience in maintaining and balancing a cash drawer preferred
- Education: a high school diploma or a bachelor's degree
Key skills
Customer service skillsBasic math conceptsBasic computer skillsInterpersonal and communication skillsTime management skillsDetail-orientedBalancing a cash drawer
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Read the full posting here
Relationship Banker I
Location
US-AL-Athens
Posted Date
2 hours ago
(10/15/2026 9:27 AM)
Job ID
2026-20007
Category
Branch Banking
Type
Regular Full-Time
Job Grade
5
FLSA Status
Non-Exempt
Job Location: Company
Market Street - 13702
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
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.
Trustmark does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark 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. 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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Trustmark is proud to be an equal opportunity employer. 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 or disability status, and any other status protected by law. Upon request, reasonable accommodations will be made for all qualified individuals with disabilities. If you need accommodation for any part of the application process because of a medical condition or disability please send an email to careers@trustmark.com or call 866-213-1418 to let us know the nature of your request.
Equal Opportunity Employer/Individuals with Disabilities/Protected Veterans
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