Job Overview
Employment Type
Full-time
Compensation
Type:
Salary
Rate:
Range $44,000.00 - $91,900.00
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Professional Development
Employee Discounts
Flexible Schedule
Job Description
Trustmark National Bank is a well-established financial institution recognized for its commitment to providing comprehensive banking solutions and outstanding customer service. The bank operates primarily in retail banking, offering an array of financial products and services tailored to personal and business clients. It has built a reputation for cultivating strong, lasting relationships with a diverse clientele, including high-income and high-net-worth individuals. Trustmark is known for its innovative approach and dedication to delivering personalized financial strategies through knowledgeable professionals and a collaborative team environment. With a presence in multiple communities, Trustmark continuously invests in professional development, community relations, and advanced banking... Show More
Job Requirements
- Four-year college education or equivalent work experience
- Five years banking experience or related work experience including lending experience
- Knowledgeable of private banking and bank financial products and services
- Knowledge of deposit and loan products and bank policy
- Knowledge of document preparation and new accounts systems
- Knowledge of negotiable instruments
- Complete understanding of loan security requirements
- Familiarity with state and federal regulations and bank policies relating to credit
- Knowledge of sales principles
- Basic knowledge of investment strategies for high net worth clients
- Basic knowledge of estate planning strategies for high net worth clients
- Basic knowledge of insurance strategies for high net worth clients
- Superior judgment in making loan decisions
- Experience dealing with sophisticated clientele
- Experience in recognizing and handling troubled loans and problem customers
- Thorough knowledge of loan and deposit debits and credits
- Strong analytical ability
- Advanced interpersonal skills
- Effective verbal and written communication skills
- Proven ability to build relationships
- Customer contact and sales and service skills
- Ability to work with others
- Ability to lead the work of others
- Prefer degree in finance accounting insurance business or related field or equivalent experience
- Bank branch work preferred
- Previous investment experience with 7 63 or 66 and insurance licensure preferred
- Seven years banking experience or related work experience including lending experience
- Minimum ten years’ experience managing a private banking loan portfolio with proven track record in sales business development
- Required 7 63 or 66 and insurance licensure
- Previous investment or trust experience beneficial
Job Qualifications
- Four-year college education or equivalent work experience
- Five years banking experience or related work experience including lending experience
- Knowledgeable of private banking and bank financial products and services
- Knowledge of deposit and loan products and bank policy
- Knowledge of document preparation and new accounts systems
- Knowledge of negotiable instruments
- Complete understanding of loan security requirements
- Familiarity with state and federal regulations and bank policies relating to credit
- Knowledge of sales principles
- Basic knowledge of investment strategies for high net worth clients
- Basic knowledge of estate planning strategies for high net worth clients
- Basic knowledge of insurance strategies for high net worth clients
- Superior judgment in making loan decisions
- Experience dealing with sophisticated clientele
- Experience in recognizing and handling troubled loans and problem customers
- Thorough knowledge of loan and deposit debits and credits
- Strong analytical ability
- Advanced interpersonal skills
- Effective verbal and written communication skills
- Proven ability to build relationships
- Customer contact and sales and service skills
- Ability to work with others
- Ability to lead the work of others
- Preferred degree in finance accounting insurance business or related field or equivalent experience
- Bank branch work preferred
- Previous investment experience with 7 63 or 66 and insurance licensure preferred
- Seven years banking experience or related work experience including lending experience
- Minimum ten years’ experience managing a private banking loan portfolio with proven track record in sales business development
- Required 7 63 or 66 and insurance licensure
- Previous investment or trust experience beneficial
Job Duties
- Coordinates entire credit approval process including loan approval within lending authority for consumer and commercial relationships including partnering with mortgage expert
- Services a loan portfolio including credit and collateral exceptions and past dues
- Work with partners to provide deposit solutions and other retail services to meet client needs
- Work with team to provide non-bank solutions such as planning investments insurance and fiduciary services
- Coordinate development of new private banking business and call on potential or existing customers to develop new business and promote company services and solutions
- Maintain professional community relations including leadership roles to increase the bank’s visibility and new business opportunities
- Provide financial and banking advice and counseling through a team approach to Trustmark’s “BEST” clients
- Perform additional duties as assigned
- Cross-train lead and develop team of associates to promote maximum productivity engagement succession planning and overall contribution to strategic organizational goals
- Provide advice and guidance to subordinate officers on complex credit decisions
Job Qualifications
Experience
Expert Level (7+ years)
Job Location
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