This Position is for a Private Banking Relationship Manager Associate with a work location in Jackson, MS.

Overview

Entry-level position into Private Banking. The purpose of this job is to assist the Private Banking Department managing the "BEST" clients of the Bank, while developing the skills necessary to progress in this area.  Other purposes are to assist in client development, portfolio management, and to conduct special projects as required. 

Responsibilities

Work with Private Banking personnel on a day-to-day basis in order to learn the fundamentals of Private Banking, i.e. portfolio management, credit analysis & solutions, deposit services, and all non-bank solutions.

Begin process of obtaining business development (sales) skills through structured calling program and team dynamic to enhance the client experience.

Begin participation in community, professional, and trade organizations

Perform additional duties as assigned.

Qualifications

Minimum of two (2) years banking experience in Management Development Program, credit analysis, retail or private banking

Basic knowledge of the financial services industry

Knowledge of sales principles

Knowledge of Lending practices

General knowledge of banking products and services

Knowledge of credit analysis process

Understand basic investment strategies implemented by High net worth clients

Understand basic estate planning strategies implemented by High net worth clients

Understand basic insurance strategies implemented by High net worth clients

Effective oral and written communication skills

General working knowledge of PC operations to include word processing and spreadsheet applications

Excellent interpersonal skills

Ability to use credit analysis skills in analyzing customer financial statements

Decision making, problem solving, and persuasion skills

Able to practice time management principals in order to prioritize workload

Customer contact and sales and service skills

Ability to manage multiple customer accounts simultaneously and to shift priorities of customers quickly

Ability to work independently as a self-starter as well as within a team framework.

Four-year college degree preferred

Knowledge of Private Banking preferred

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.

Equal Opportunity Employer/Females/Minorities/Individuals with Disabilities/Protected Veterans

EOE/M/F/V/D