Relationship Banker II

Apply for the Relationship Banker II role at Trustmark Bank
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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. By using proactive sales and service efforts and recognizing referral opportunities, Relationship Bankers deepen customer relationships while processing a variety of cash and non‑cash transactions.

• 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.
• Safeguard the bank’s assets and ensure security of the working environment while processing transactions accurately (deposits, withdrawals, wire transfers, loan payments, and the opening/closing of customer accounts).
• Balance cash drawer daily and ensure appropriate documents have been executed.
• Achieve sales and referral goals quarterly while providing excellent customer service and leveraging opportunities to transform service into sales.
• Make outreach calls to customers and/or prospects.
• Comply with the bank’s guidelines, policies, procedures, and performance standards.
• Coach and mentor Relationship Bankers and Tellers.
• Review and approve various transactions, including night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers.
• Handle the cash shipment and vault management for a branch.
• Originate consumer loans.
• Perform additional duties as assigned.

• High school diploma or GED.
• 2 years face‑to‑face customer service experience, retail sales experience, or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding individual performance goals.
• Ability to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment.
• Ability to register with the National Mortgage Licensing System and Registry (NMLS).
• Proficiency in basic math concepts and routine transaction handling, including cash drawer closing.
• Exceptional customer service skills and ability to learn and communicate Trustmark products.
• Pass appropriate assessment tests related to customer service and math skills.
• Capability to meet sales goals in a retail environment.
• Basic computer skills and the ability to learn internal technology systems.
• Strong interpersonal and communication skills (verbal and written).
• Time‑management skills.
• Detail‑oriented with a focus on quality and accuracy.
• Professional appearance and mannerisms suitable for daily interactions with the public.

• Prior supervisory experience in a retail or bank environment.
• Prior experience processing consumer or mortgage loans.
• 2 years of banking industry knowledge specifically of the Relationship Banker position.

Must be able to sit or stand for long periods, use a computer keyboard and/or mouse, and view computer screens. Must be able to lift at least 20 pounds to process boxed or bagged coins.

Not Applicable

Full‑time

Finance and Sales

Banking