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Private Banking Relationship Manager Associate
Location:
Jackson, MS
Type: Regular Full-Time
Job ID: 2025-18123
Category: Private Banking
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
Working with Us

Teamwork and the individual contributions of our associates are recognized as the drivers of our success.  At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment.  We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations.  Come onboard and join our team!

 


Equal Opportunities for All

Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. 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, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment.

 

If you need assistance with any part of the application process, please send an email to careers@trustmark.com or call 866.213.1418.

 


Our Hiring Process

Upon accepting a position with Trustmark, the following pre-employment screenings must be completed:

  • Verification of employment, education and other data provided by you on your employment application
  • Verification of eligibility to work in the US
  • Criminal background check
  • Credit check (required for certain positions)
  • Fingerprinting (required for certain positions)
  • Drug screen

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