Private Banking Relationship Manager 2025-18957

Private Banking Relationship Manager

This is a job for a Private Banking Relationship Manager I / II / III position with a company located in the Jackson, MS area. Working Hours : 8am - 5pm. Job Location : Private Banking - 10007.

Overview : Provide a concierge delivery of financial services through a superior level of hands-on contact for the best customers of the bank. These clients are high-income earners or high-net-worth clients. This is accomplished through customized credit, deposit, investment, insurance, and fiduciary solutions in a team dynamic. This position may be filled as a Private Banking Relationship Manager I, II, or III. Additional responsibilities and qualifications apply.

Responsibilities :

• Coordinates entire credit approval process, including loan approval within lending authority for consumer and commercial relationships, including partnering with mortgage expert.
• Seek advice and guidance on complex credit requests.
• 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 the needs of our clients.
• Work with team to provide non-bank solutions to meet the clients needs : Planning, investments, insurance, and fiduciary services.
• Coordinate the 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, and to further professional development.
• Provide financial and banking advice and counseling through a team approach to Trustmark's "BEST" clients.
• Perform additional duties as assigned.

Additional Responsibilities for Level II :

Additional Responsibilities for Level III :

Qualifications :

Physical Requirements / Working Conditions : Must be able to sit for long periods of time and use computer keyboard and / or mouse, while viewing computer screens.

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. Upon request, reasonable accommodations will be made for all qualified individuals with disabilities. If you need accommodation for any part of the application process because of a medical condition or disability please send an email to careers@trustmark.com or call 866-213-1418 to let us know the nature of your request. Equal Opportunity Employer / Females / Minorities / Individuals with Disabilities / Protected Veterans. EOE / M / F / V / D