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Trustmark National Bank

Relationship Banker I

Career Insights for Personal Banker

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What they do

A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.

$72,358 / year median in Florida

+8% projected growth

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Job Description

Relationship Banker I Trustmark National Bank United States, Florida, Panama City Beach 7522 Front Beach Road (Show on map) Sep 02, 2026 Relationship Banker I

Location US-FL-Panama City Beach Job

ID 2026-19880

Category Branch Banking Type Regular Full-Time Job Grade 5 FLSA Status Non-Exempt Working Hours 40 weekly / M- F 8am-5pm

Job Location:

Company Panama City Thomas Drive - 17206 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 Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank 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 Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.