Relationship Banker II
3 weeks ago
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.ResponsibilitiesIdentify 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.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.Coach and serve as a mentor to Relationship Bankers and Tellers.Provide oversight and responsibility to review/approve various transactions to include 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.Ability to handle the origination of consumer loans.Perform additional duties as assigned.QualificationsHigh school diploma or GED2 years of face-to-face customer service experience, retail sales experience or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding the individual performance goals.Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employmentBe able to register with the National Mortgage Licensing System and Registry (NMLS)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:Prior supervisory experience in a retail or bank environmentPrior experience processing consumer or mortgage loans2 years of banking industry knowledge specifically of the Relationship Banker positionPhysical 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.
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Relationship Banker II
5 days ago
Panama City Beach, FL, United States Trustmark Full timeRelationship Banker IILocation US-FL-Panama City BeachJob ID 2025-19133Category Branch BankingType Regular Full-TimeJob Grade 7FLSA Status Non-ExemptWorking Hours M-F 8-5Job Location: CompanyPanama City Thomas Drive - 17206OverviewRelationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products...
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Relationship Banker II
1 week ago
Panama City Beach, FL, United States Trustmark Full timeRelationship Banker IILocation US-FL-Panama City BeachJob ID 2025-19133Category Branch BankingType Regular Full-TimeJob Grade 7FLSA Status Non-ExemptWorking Hours M-F 8-5Job Location: CompanyPanama City Thomas Drive - 17206OverviewRelationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products...
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Relationship Banker II
7 days ago
Panama City Beach, FL, United States Trustmark Full timeRelationship Banker IILocation US-FL-Panama City BeachJob ID 2025-19133Category Branch BankingType Regular Full-TimeJob Grade 7FLSA Status Non-ExemptWorking Hours M-F 8-5Job Location: CompanyPanama City Thomas Drive - 17206OverviewRelationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products...
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Relationship Banker II
1 day ago
Panama City Beach, FL, United States Trustmark Full timeRelationship Banker IILocation US-FL-Panama City BeachJob ID 2025-19133Category Branch BankingType Regular Full-TimeJob Grade 7FLSA Status Non-ExemptWorking Hours M-F 8-5Job Location: CompanyPanama City Thomas Drive - 17206OverviewRelationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products...
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Relationship Banker II
2 weeks ago
Panama City Beach, United States Trustmark National Bank Full timeOverview 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...
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Relationship Banker II
1 week ago
Panama City, United States Trustmark National Bank Full timeOverview 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...
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Relationship Banker II
2 days ago
Panama City Beach, United States Regions Financial Full timeRelationship Banker IIAt Regions, the Relationship Banker II 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 products, services, and guidance to achieve their financial goals. This role offers an exciting opportunity for...
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Relationship Banker I
2 weeks ago
Panama City, FL, United States Trustmark Full timeRelationship Banker ILocation US-FL-Panama CityJob ID 2025-19113Category Branch BankingType Regular Full-TimeJob Grade 5FLSA Status Non-ExemptWorking Hours Mon-Fri 8-5Job Location: CompanyPanama City Jenks- 17107OverviewRelationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services...
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Relationship Banker
3 hours ago
Panama City Beach, Florida, United States Regions Bank Full time $44,327 - $55,395Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...
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Relationship Banker II
2 days ago
Panama City Beach, United States Regions Bank Full timeDescription :At Regions, the Relationship Banker II 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 products, services, and guidance to achieve their financial goals. This role offers an exciting opportunity for candidates...
