The Customer Contact Representative I is responsible for professionally responding to inquiries regarding personal account information, related products, services provided in an inbound contact center. Focuses on driving high quality service experience by effectively listening, understanding, and satisfying customers' needs.
Responsibilities
Handle incoming call, email, and chat inquiries regarding various aspects of personal accounts, loans, related products, and services
Provide explanation of account information regarding transactional outcomes such as balances, pending or settled charges, and applicable fees.
Fulfill requests regarding transactions and operational tasks, including check orders, load stop payment, money transfer and research as needed.
Increase customer awareness of existing self-service features and benefits in the best interest of the account holder to enhance overall banking experience
Escalate complex or unresolved customer situations as needed
Guide customers through basic troubleshooting procedures to remove any obstacles affecting ability to properly access a product, service, or important information
Meet monthly performance standards based on defined benchmarks for quality assurance, productivity, schedule adherence and customer satisfaction
Maintain current knowledge of Trustmark products, policies and services while remaining knowledgeable of standards and minimizing risks
Perform additional duties as assigned.
Qualifications
Must have a high school diploma or equivalent
At least 2 years of customer service or contact center experience
Bilingual English-Spanish speaking a plus
Possess positive attitude and enjoys helping others
Strong attention to detail and problem-solving ability
Excellent written and verbal communication skills
Proficient PC skills including Microsoft Office suite
Ability to remain calm in highly stressful situations
Four-year college degree strongly preferred
Banking or other financial institution experience preferred
Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use 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.
The position is responsible for bank-wide management of multiple, complex Treasury Management products or product lines for the purpose of generating and increasing product and service revenues for the Company. Responsibilities include performing market research, defining and communicating product strategy, performing product business planning - product pricing, profitability and positioning products to facilitate Treasury Management product and service sales across the Trustmark enterprise.
Responsibilities
Corporate Treasury Services Product Manager II
Performs market and product research evaluating market conditions and market problems in order to define, recommend and develop product opportunities and product development and distribution strategies. Research includes a full understanding of our products offered, the technology supporting the products, the competition (including other banks and other vendor solutions) along with regularly soliciting and assessing feedback from customers, Treasury Management Sales Representatives, and other sales channels (Retail Branch, Corporate Banking, Wealth Management, Insurance other partners like Operations/Technology etc.).
Actively works internally with Treasury Management and Channel Sales partners (Retail Branch, Corporate Banking, Wealth Management, Insurance, other partners like Operations/Technology etc.) evaluating market and customer need, defining ideas and opportunities for the development of new products, new product packaging or new services recommending pricing, distribution and marketing strategies. Works with Sales Channel Partners to plan and develop sales plans by product, market segment and specific customer that will result in increased opportunities for Treasury Management product and service sales.
As product evangelist, actively communicates and articulates the products value proposition providing continuous training as needed across the enterprise.
Conducts financial analysis as required on existing and new products and services offered to determine attainable market share and ongoing revenue potential/delivery costs. Using this data, manages each product and product line as an operating business determining and assessing product profitability and ultimately defining/refining sales, marketing and delivery strategies
Manages vendor and technology partner relationships as required. Attends technology and user conferences to maintain knowledge of existing applications and new technology solutions offered by our vendor partners.
Perform additional duties as assigned.
Corporate Treasury Services Product Manager III
Goal of position is to eventually assume responsibility for the Product Management Manager role within the Corporate Treasury Management area.
Oversees product and technology upgrades across the product portfolio. Works with 3rd party vendors as required to obtain documentation, APIs and requirements specifications. Facilitate the preparation of features and functionality documentation in support of the product upgrade.
Coordinates new product roll-outs across CTS Sales and Support, IT, and Operations groups. Facilitates all testing and training beforehand. Clarify requirements and use cases to ensure a common understanding of project scope. Acts as key liaison and manages expectations of key sponsors and vendor partners related to timing, functionality and back-office requirements needed to support a successful go live.
Front line point of contact for Issue Escalation and Resolution across product portfolio. Manages the dialogue and case tracking between FI and vendor to properly triage and revolve issues and ensure proper documentation is captured.
Serves as back up for remaining products within the Corporate Treasury Services product suite.
Qualifications
Corporate Treasury Services Product Manager II
Bachelor's degree plus 5 -8 years product management experience in a commercial banking organization
Thorough knowledge of Treasury Management Products, Deposit Products, Lending Products, Internet Banking Products and Solutions - looking for someone with previous Treasury Management Product Commercialization experience in a bank size equivalent to Trustmark
Possess financial analysis capability to create product business case, justification, revenue assessment and ability to manage product suite as a business line - understanding and implementing product profitability methodology
Strong analytical, assessment and planning skills
Creativity and ability to manage a product portfolio from solution concept to sales and support ready
Strong communication skills - written and verbal to support product design, development of sales and marketing plans, sales training, ability to articulate sales strategy
Spreadsheet, Word and PowerPoint expertise
Proven leadership skills
Corporate Treasury Services Product Manager III
Bachelor's degree plus 8+ years product management experience in a commercial banking organization
CTP designation
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.
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.
$75k-103k yearly est. Auto-Apply 26d ago
Executive Sales Consultant
Trustmark 4.6
Trustmark job in Jackson, MS
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**Overview of Role**
Responsible for selling self-funded health products via Broker partners for groups under 200 lives then transitions account to an account manager for ongoing maintenance and service. Develops new accounts and/or generates new business from existing accounts. Pursues sales leads within assigned territory, defined by geographic area. Responds to customer inquiries and offers guidance on appropriate products. Executes sales strategy, identifies new opportunities/leads, and generates sales reports.
**Key Accountabilities**
+ Career-level position highly skilled at sales techniques and demonstrates strong understanding of company products and industry.
+ Utilizes knowledge of industry/clients to recommend updates to product offerings.
+ Sales completed with little to no supervision.
+ Maintains an established network of contacts.
+ Demonstrates strong ability to identify and cultivate sales from new and/or existing clients.
+ Completes complex sales.
+ Utilizes developing knowledge of product and industry to evaluate and recommend best solutions for customer.
+ Typically has established base of accounts and stable revenue responsibility.
**Minimum Requirements**
+ Bachelor's Degree with 4- 6 years of relevant sales experience OR High School Diploma or GED with 6 - 8 years relevant sales experience.
+ Active life and health license preferred or mustcomplete within 90 days of hire with company support required.
+ Must be able to model consultative sales skills to less experienced staff.
+ Capable of presenting to executive audience; appropriately assertive.
+ Knowledgeable in self-funded benefit plan designs for small - mid size businesses.
+ Demonstrated history of sales success
Brand: Trustmark
We offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
**For the fourth consecutive year we were selected as a Top Workplace by the Chicago Tribune.** The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization.
All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$99k-127k yearly est. 60d+ ago
Business Intelligence Analyst
Trustmark 4.6
Trustmark job in Jackson, MS
The Business Intelligence Analyst within Business Intelligence and Enterprise Performance Management provides reporting and analytics support through enterprise-wide business intelligence and analytic software solutions. This position will be responsible for the synthesis of information from multiple data sources into sophisticated BI solutions. Analyst may often lead cross functional projects with multiple stakeholders to achieve the desired BI solution.
Analyst should be proficient in requirements gathering, data modelling, data mining, and BI solution development in support of highly visible, complex, multi-workstream operational processes. Customers are often Line of Business senior and executive management. Analyst must be able to work in a team and individual setting managing multiple priorities with very little management oversight. Technical proficiency is required in Excel, SQL, OBIEE, Cognos, Power BI or similar with exposure to other data governance and data management tools. Analyst must also have a willingness to learn additional reporting and business intelligence software.
This position may be filled as a Level I or II. Additional responsibilities and qualifications apply.
Responsibilities
Analyze data, build models, test hypotheses, find root causes, develop prototypes, forecast performance, create reports, write SQL queries, conduct A/B tests, generate insights, present findings, make specific and actionable recommendations, and influence business decisions
Proactively identify and surface opportunities to increase efficiency and improve our business processes, conversion rates, revenue generation, and efficiency across Trustmark and your assigned business function
Work with Data Analysts, Business Analysts, Report Developers, Business Intelligence Analysts, Team Leads, and other leaders across the broader Analytics Center of Excellence to empower data-backed decision-making at all levels of the company
Interface with executive stakeholders to prioritize and present work and to meet expectations for timelines, accuracy, quality, and overall business impact
Level II Additional Responsibilities
Responsible for providing support to enterprise-wide end users as it relates to troubleshooting and resolving various technical and system issues/questions with Hyperion Planning and Budgeting, Hyperion Profitability and Cost Management, Workforce Planning, CapEx, OBIEE, PeopleSoft 9.2 Financial and Supply Chain Management products (General Ledger, Accounts Payable, Asset Management, Project Costing, Supplier Contract Management).
Responsible for support and troubleshooting of automated ETL processes, procedures that stage data sets used for analytics and BI solutions and creating/modeling new data sets.
Qualifications
Bachelor's degree required
2 to 4 years of corporate analysis experience, with strong excel spreadsheet skills required
Must pass Intermediate level Excel test
Build and maintain strong relationships with stakeholders throughout organization
Possess strong analytical and quantitative skills that fuel your passion for identifying and investigating patterns and trends
Working knowledge of probability and statistics, experience with process improvement is a plus
Resourceful. You should be a self-starter who thrives on the freedom and accountability that comes with managing your own time and work
Adaptable. Comfortable managing changing priorities and learning new skills
Ownership. You are a dependable team member who takes responsibility for your success as well as the success of the entire team
Quality. You take pride in everything you deliver as a reflection of yourself
Ability to meet deadlines
High level of interpersonal skills to handle sensitive, confidential situations and information
1-3 years Banking experience preferred.
Project and Operations Management experience preferred.
Knowledge of Hyperion Essbase and reporting tools or similar software preferred.
Knowledge of PeopleSoft Rel 9.2 suite of products including General Ledger, Accounts Payable, Asset Management, Project Costing, Supplier Contract Management, eProcurement, Purchasing, and Travel and Expenses or similar ERP software preferred.
Knowledge of OBIEE, Power BI, Cognos, or other business intelligence dashboard tools preferred.
Knowledge of SQL, R, Python, HTML, XML, CSS, or similar skills preferred.
Knowledge of data warehouse and data governance preferred.
Knowledge of Oracle Data Integrator or other ETL tools and processes related to staging data sets preferred.
Data Analytics or similar certification preferred.
Level II Qualifications:
Bachelor's degree required
5 to 8 years of corporate analysis experience, with strong excel spreadsheet skills required
Must pass Advanced level Excel test
Build and maintain strong relationships with stakeholders throughout organization
Possess strong analytical and quantitative skills that fuel your passion for identifying and investigating patterns and trends
Working knowledge of probability and statistics, experience with process improvement is a plus.
You should be a self-starter who thrives on the freedom and accountability that comes with managing your own time and work.
Comfortable managing changing priorities and learning new skills.
You are a dependable team member who takes responsibility for your success as well as the success of the entire team.
You take pride in everything you deliver as a reflection of yourself.
Ability to meet deadlines
High level of interpersonal skills to handle sensitive, confidential situations and information
5+ years of Banking experience preferred.
Intermediate Project and Operations Management experience preferred.
Intermediate Knowledge of Hyperion Essbase and reporting tools or similar software preferred.
Knowledge of PeopleSoft Rel 9.2 suite of products including General Ledger, Accounts Payable, Asset Management, Project Costing, Supplier Contract Management, eProcurement, Purchasing, and Travel and Expenses or similar ERP software preferred.
Intermediate Knowledge of OBIEE, Power BI, Cognos, or other business intelligence dashboard tools preferred.
Intermediate Knowledge of SQL, R, Python, HTML, XML, CSS, or similar skills preferred.
Intermediate Knowledge of data warehouse and data governance preferred.
Intermediate Knowledge of Oracle Data Integrator or other ETL tools and processes related to staging data sets preferred.
Data Analytics or similar certification preferred.
Physical Requirements/Working Conditions: Must be able to sit for extended periods of time and use computer keyboard and/or mouse, while viewing computer screens.
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.
$58k-81k yearly est. Auto-Apply 40d ago
Case Underwriter II
Trustmark 4.6
Trustmark job in Jackson, MS
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
Trustmark is looking for a Case Underwriter to join the organization.
Responsible for providing timely and accurate underwriting offers, while adhering to pricing and profit objectives. Develops partnership with Sales to maximize ability to sell new/maintain existing business. Stays current with our Administrative, Enrollment, Broker, and Enrollment Company capabilities and processes.
**Key Accountabilities**
+ Processes, reviews, analyzes and makes informed underwriting decisions for assigned territory. All cases are reviewed with manager or higher level underwriter until proficiency is achieved. At full proficiency, underwriting authority is a maximum of 5,000 life case or $500,000 of annualized premium.
+ Reviews enrollment and participation trends in assigned territory and makes recommendations to optimize opportunity for sales while minimizing risk.
+ Provides monthly updates on sold case successes and failures as it relates to access and participation for Guarantee Issue cases.
+ Continually asks questions to grow and better understand our products and procedures. Develops and grows relationship with Implementation Managers to gain their confidence in decisions.
+ Understands non-standard broker arrangements and enrollment company strengths and weaknesses.
+ Identifies elements of a successful enrollment and makes recommendations that will create value.
+ Works with reinsurer on cases that require facultative review.
**Minimum Requirements**
+ Bachelor's Degree and/or 2 - 4 years of related experience OR High School Diploma or GED with 4-6 years of related experience.
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$61,412.00 - $88,706.00 per year
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$28k-39k yearly est. 60d+ ago
Client Success Manager
U.S. Bank 4.6
Jackson, MS job
Spokane, Washington residents: If a street address is not available, enter N/A when completing a job application. At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
This exciting role will be a fit for a person who naturally has a desire to help and assist others in being successful, the role will be focused on managing a portfolio of new clients in their first 6 months as a customer of the bank. You goal will be to grow spend volume and revenue above existing benchmark to maximize the return we see from each new customer. Responsibilities include training new customers on products and technology platforms, monitoring customer spends and behaviors for ongoing management and intervention to improve performance, working with various departments to source solutions to client assistance issues, work closely with sales team to strategies on non-responsive programs.
**Responsibilities Summary:**
+ Providing consultative advice to customers, growing portfolios through various program optimization activities, and making appropriate decisions on how to boost client performance
+ Build strong partnerships and alignment with internal stakeholders
+ Develops strategic client plans
+ Maintain organized pipeline within client management platform
+ Be able to learn technology platforms and be competent in training others in using it
+ Have a comfort in being able to meet a performance/ revenue goal
**Basic qualifications**
+ Bachelor's degree, or equivalent work experience
+ Seven to ten years of client support, Relationship management or sales experience
**Preferred Skills/Experience**
+ Are currently in sales or have a desire and skill set suited for a sales role
+ Providing consultative advice to customers, growing portfolios through various program optimization activities, and making appropriate referrals
+ Strong sales, relationship management and business development abilities
+ Knowledge of Credit Card or Commercial card products and services
+ Broad knowledge of bank products and services that result in successfully capitalizing on all opportunities to expand relationships and sales of bank's products
+ Strong analytical and problem-solving skills Ability to work effectively with individuals, groups, and vendors across the company to manage customer relationship.
+ Well-developed written communication and verbal presentation skills is a must.
**_The role is posted as remote; however, candidates who are located near any one of our locations would be required to work on site at least three days per week_**
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $86,360.00 - $101,600.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
$86.4k-101.6k yearly 12d ago
Payment Processing/New Loan Specialist
Trustmark 4.6
Trustmark job in Pearl, MS
The Payment Processing/New Loan Specialist will be responsible for setting up loan information on the Mortgage System and on correspondent loans, posting and balancing mortgage payments.
Responsibilities
Responsible for inputting new loan data into the mortgage loan servicing system, posting fees and ensuring that the information boarded and interfaced is accurate and loan fees balanced. In addition, responsible for ordering welcome packages for delivery to customers, as well as, balancing daily financial batches and working with other areas to resolve new loan issues.
Responsible for assisting in the payment processing area with posting payments and balancing the work in addition to cross training to assist with other duties.
Responsible for assisting with customer calls, questions and inquiries.
Prepping new loan files for data input.
Data Input of new loan information and balancing.
Open and sort route mail for payment posting.
Posting mortgage payments.
Daily financial batch balancing.
Ensure adherence to regulatory requirements with regard to payment processing and new loan set up.
Provide excellent customer service and support including verbal and written communication in a professional manner.
Perform additional duties as assigned.
Qualifications
High School education
At least one (1) year Balancing or Data Entry Experience (Teller/Relationship Banker I, accounting clerk, data entry clerk or similar role may be acceptable)
Ability to work independently, successfully prioritize multiple functions and meet deadlines
Possess good written and verbal communication skills
Strong customer service skills and the ability to multi-task
Positive attitude and a customer first focus
Organizational skills
Detail oriented with emphasis on accuracy
2 years of college preferred
Knowledge of mortgage documents/processes preferred
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.
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.
$37k-72k yearly est. Auto-Apply 29d ago
EDI Specialist II
Trustmark 4.6
Trustmark job in Jackson, MS
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
Responsible for analyzing client requirements for the electronic exchange of information and ensures that client and internal systems are compatible and connected. Gathers specifications and implements per requirements within agreed project timeframes and provides status updates to all stakeholders. Collaborates effectively and builds solid working relationships with internal users and management. Proactively monitors and analyzes production EDI activity for quality, accuracy, mapping issues and adherence to regulatory compliance requirements.
Executes standard or custom queries or reports to retrieve data.Works with data providers to facilitate effective data management workflow. Resolves common issues found.Configures appropriate pre-defined EDI solutions per business requirements.Responds to inquiries relating to EDI from external trading partners and internal departments.Performs EDI file audits and quality control measures.
**Minimum Requirements:**
Bachelor's Degree and/or 2 - 4 years of related experience OR High School Diploma or GED with 4-6 years of related experience.
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$26.70 - $38.57 per hour
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$26.7-38.6 hourly 8d ago
Wire Transfer Analyst I/II/III
Trustmark 4.6
Trustmark job in Jackson, MS
The Wire Transfer Analyst I, is an integral part of Trustmark's electronic banking platforms. This position requires direct support with associates and customers across all markets with creating, verifying and/or releasing wires while adhering to strict time restraints.
The Wire Transfer Analyst II is an integral part of Trustmark's electronic banking platforms. This position provides direct support for Wire Transfer Brower wires from Trustmark departments and branches. Analyzing browser questions, access, and processing issues. Investigate possible wire errors, confirm authentication, and verify wires. Manage contract customer database and document telephone-initiated wires with external customers.
The Wire Transfer Analyst III is an integral part of Trustmark's electronic banking platforms. The purpose of this job is to properly maintain the current customer database within our software (PayplusUSA) by systematically processing contracts, preparing correspondence, creating coding, and organizing identification clearance.
This position may be filled at Level I, II, or III. Additional responsibilities and qualifications apply.
Responsibilities
Enforce the dual-step authentication while processing online banking outgoing wire transactions ensuring accuracy.
Handles client outgoing wire requests with prompt, professional, and courteous attention.
Assist Trustmark associates across all markets with timely resolutions for wire transfer inquiries; domestic and international.
Understand and comply with bank policies, Federal laws, and regulations (OFAC, BSA/AML, Dodd-Frank, CRT, SAR etc.).
Prepare and manage wire transfer correspondence, reports, and documents.
Perform additional duties as assigned.
Additional Responsibilities for Level II:
Process online banking outgoing wire transactions ensuring accuracy.
Enforce CFPB regulations on consumer international wires.
Analyze and respond to client outgoing wire requests with prompt, professional, and courteous attention.
Administer verification process with authorized reps using confidential identification procedure.
Handle phone inquiries, research and provide error resolutions.
Process verifications by analyzing wire versions to confirm that only the required information was altered.
Additional Responsibilities for Level III:
Set up new Funds Transfer Agreement customers and maintain existing customer database in Payplus USA. This includes the issuance of customer PINs, tagging customer profiles as contract customers and online banking customers if applicable, and balance check.
Answer customer calls, analyze problems and provide real-time solutions regarding browser access, wire retrievals and amendments.
Assist Relation Managers or others with wire transfer processing questions.
Handles client outgoing wire requests with prompt, professional, and courteous attention.
Qualifications
High School diploma or the equivalent.
One year of recent customer service, data entry, clerical, or retail banking experience.
Proficient with Microsoft Office suite (Teams, Outlook, Word, Excel) and general office equipment.
Proficient with Adobe Acrobat Pro.
Must demonstrate accuracy, multi-tasking capabilities, and can focus on repetitive tasks.
Aptitude for operating other operating systems and software.
Demonstrates a high degree of professionalism in communication, attitude, and teamwork.
Strong reasoning and problem-solving skills.
Basic knowledge of bank's M&I system preferred
1-3 years of banking experience in operations or accounting preferred
General knowledge of the banking industry preferred
Additional Qualifications for Level II:
Two years recent experience in bank operations, digital banking, digital payment services, and/or retail banking, which includes working knowledge and proficiency in electronic funds transfer, and regulatory compliance in a financial services industry.
Additional Qualifications Level III:
Three years recent experience in bank operations, digital banking, digital payment services, and/or retail banking, which includes working knowledge and proficiency in electronic funds transfer, and regulatory compliance in a financial services industry.
Ability to resolve out-of-balance situation.
Two years college education preferred
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.
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.
$38k-59k yearly est. Auto-Apply 27d ago
Relationship Banker II
Trustmark 4.6
Trustmark job in Jackson, MS
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.
Coach and serve as a mentor to Relationship Bankers and Tellers.
Provide oversight and responsibility to review/approve various transactions to include night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers.
Handle the cash shipment and vault management for a branch.
Ability to handle the origination of consumer loans.
Perform additional duties as assigned.
Qualifications
High school diploma or GED
2 years of face-to-face customer service experience, retail sales experience or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding the individual performance goals.
Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment
Be able to register with the National Mortgage Licensing System and Registry (NMLS)
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
Preferred:
Prior supervisory experience in a retail or bank environment
Prior experience processing consumer or mortgage loans
2 years of banking industry knowledge specifically of the Relationship Banker position
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.
$28k-32k yearly est. Auto-Apply 22d ago
Implementation Manager
Trustmark 4.6
Trustmark job in Jackson, MS
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
Trustmark is seeking a dedicated **Implementation Manager** to join our team.
Orchestrates and oversees the entire implementation process for new cases and re-enrollments.
Key Accountabilities
+ Develops and manages case implementation project plans for each new and re-enrolled case. Coordinates with external and internal partners including enrollment firms and Payroll Deduction Specialists to ensure all necessary steps are completed in a timely and accurate fashion.
+ Conducts product and technology platform enrollment training for key agencies, brokers, and producers. Participates in VIP and Finalist Meetings.
+ Demonstrates a solid knowledge of Trustmark's products, services and technology platforms. Displays a base understanding of interdependencies/relationships with other internal partners.
+ Establishes self to producers, clients and enrollment partners as Trustmark's single point of contact for all case set-up and enrollment activities.
Minimum Requirements
+ Minimum of three year's insurance industry knowledge and/or experience in operations or account management.
+ Four year degree or equivalent.
+ Ability to travel up to 40% within assigned territory.
+ Strong project management skills.
+ Presenting and training experience.
+ Possesses excellent interpersonal and communications skills both verbal and written, good presence, strong team player, encouraging, diplomatic and flexible with the ability to listen well, be persistent and patient in endeavouring to fully understand customer needs.
+ Ability to work independently and make good decisions consistent with divisional objectives and handle conflict with minimal oversight.
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$69,776.00 - $100,788.00 per year
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$69.8k-100.8k yearly 30d ago
Network Infrastructure Technician
Trustmark 4.6
Trustmark job in Ridgeland, MS
Responsibilities of this role are to maintain cable systems, by installing, programming, and upgrading cable infrastructure, perform major and minor preventive maintenance and repairs by fixing cabling system issues. Identify, track and remove abandoned cable. Test every newly installed or relocated cable in accordance with established procedures. Keep cable neatly tied and bundled while maintaining safety standard. Develop in-depth knowledge of National Building Codes and standards. Technicians must install closet hardware, including connecting blocks, fiber enclosures, racks, backboards, and patch panels. They should be able to work on all aspects of telecommunication industry when required, such as wiring practices, color code and terminations, the ability to understand signal flow and signal path, and DSL and Ethernet connections.
Responsibilities
Maintain cable systems by installing, repairing, programming, and upgrading cable infrastructure
Liaison between building facilities and commercial contractors, approving cabling for remodels and new construction
Perform major and minor preventive maintenance and repairs by solving cabling system issues. Keep cable tied and bundled while maintaining safety standard. Identify, track and remove abandoned cable
Test every newly installed or relocated cable in accordance with established procedures
Develop in-depth knowledge of National Building Codes and standards
They should have experience bending and running conduit, with digital multi-meters
Perform additional duties as assigned.
Qualifications
High school diploma or GED
1+ years of experience in cabling systems, and/or other related fields such as, Twisted Pair Copper dmarc extensions, DS3 Coax with BNC dmarc extensions, Installation of Cat 5e/6 Structured Cabling Systems according to industry standards such as EIA/TIA, BICSI, NEC
Knowledge of using diagnostic tools, service aids, and product schematics, to assess and resolve equipment and system failures
Identification of various types of voice and data circuits
Installation of voice switches
Installation of data network hardware
Wireless Access Points, Power over Ethernet (Installation)
Understand, adhere to, and promote environmental, health & safety policies
Familiar with industry tools and equipment
Develop in-depth knowledge of National Building Codes and standards
Fundamental computer, network and electronics skills and knowledge
Strong troubleshooting and critical thinking skills
Ability to install, configure, troubleshoot, program, and replacing parts as need
Ability to maintain and complete accurate record keeping and processing of paperwork
Must work well independently, as well as follow directions
Ability to handle more than one responsibility at a time
Ability to work under deadline pressures
Strong communication skills, organizational skills, and time management
Ability to build rapport with clients
Positive and professional demeanor
Operate hand tools, power tools, ladders, and test equipment
Able to lift 50+ pounds
Working at heights and small confined spaces
Willing to work weekends when required
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.
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.
$48k-59k yearly est. Auto-Apply 23d ago
Collection Specialist II - Mortgage
Trustmark 4.6
Trustmark job in Brandon, MS
The purpose of this job is to maintain an effective collections effort on an assigned group of mortgage loans resulting in fewer delinquent loans, minimizing losses following investor guidelines and departmental procedures. This position may be a front end or back end mortgage loan collector depending on business needs.
Responsibilities
Activities and duties may vary depending upon functional area assigned, mainly responsible for simple to moderately complex mortgage loans. This position requires moderate supervision
Conducting inbound or outbound collection calls utilizing a predictive dialer, preview or other technology, and accurately documenting collection on system of record
Negotiating payment terms for delinquent accounts and accurately notating the loans following departmental procedures
Assisting with difficult collection problems such as: payment disputes, alternative payment arrangements, loss mitigation options,
Recognizing problem accounts/loans, alerting management and providing input on a suitable course of action
Skip tracing and other specialty queues as assigned
Qualifications
High School and/or some college education with 3 or more years of related external collection experience, (2 years internal) working similar consumer mortgage or commercial products. Job related experience will be considered.
Upper level knowledge and understanding of collection industry standards of practice including a working knowledge of privacy and fair debt collection regulations, bankruptcy, foreclosure and other consumer credit laws affecting collection of debt
General knowledge of the lending process from point of application to note documentation
General knowledge of credit bureau information and other sources of consumer reporting
Good communication and interpersonal skills
Strong organizational and analytical skills
Good judgment
Strong negotiating and decision-making skills
Strong PC skills
Team player and supporter
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.
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.
$34k-40k yearly est. Auto-Apply 14d ago
Community Relations Manager
Trustmark 4.6
Trustmark job in Jackson, MS
This position manages the company's philanthropic efforts through corporate contributions, sponsorships, community relations and volunteer engagement to include managing the associated policies, contribution systems, procedures and processes.
Responsibilities
Manage corporate giving programs within the company's footprint, including managing the contribution/sponsorship process for corporate giving, and the development, implementation, maintenance, and enhancements for the on-line request system
Manage corporate volunteer initiatives and promote associate volunteerism and engagement within Trustmark's communities
Build relationships with community organizations and maintain connections with community partners
Communicate giving and/or volunteer support decisions to requesting organizations/individuals
Develop and present budget recommendations
Conduct presentations, host tours, and develop volunteer orientations and training as needed
Serve as Trustmark representative at community events
Work with lines of business managers and associates to ensure optimal representation at various Trustmark-sponsored company and community events
Develop and lead Trustmark community relations and volunteer initiatives and events, such as Trustmark Park events, new location Grand Openings, tradeshows, etc.
Assure that the corporate brand is preserved and representative of corporate image and philosophy, both internally and externally
Collaborate with the Communications team to promote awareness of Trustmark's community engagement and volunteer activities and spotlight stories, images, and testimonials from corporate and community partners
Conduct research on individuals, organizations and foundations for potential community partnerships and monitor industry trends, competitor initiatives and best practices across the industry
Analyze, prepare and present reports on contributions/sponsorships/volunteerism/community engagement, as needed, to various committees and stakeholders
May supervise Community Relations Coordinator(s): cross train, lead and develop community relations associates to promote maximum efficiency, engagement, succession planning and overall contribution to strategic organizational goals
Perform additional duties as assigned
Qualifications
10 years of work experience in a community relations role or related PR or marketing role
5 years' experience being responsible for contribution processes, policies and systems
Excellent ability to develop strong professional working relationships and interact effectively with all levels of internal and external stakeholders
Strong comprehension of issues relative to corporate and community partnerships, with a focus in the financial industry preferred
Mastery of project management and prioritization skills
Advanced oral and written communication skills
Excellent track record of negotiation and decision-making skills
Excellent ability to work well under pressure and manage sensitive topics
Self-motivated, flexible and able to work well both independently and as part of a team
Advanced at using Microsoft Word, Excel, PowerPoint and Outlook
Strong analytical skills
Must be able to travel on an as needed basis
Four-year college degree in marketing, communications or business related preferred
Knowledge of Trustmark's markets preferred
Knowledge of community relations initiatives preferred
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. Must be able to travel on an as needed basis.
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.
$58k-78k yearly est. Auto-Apply 51d ago
Tax Information Analyst
Trustmark 4.6
Trustmark job in Jackson, MS
This job has responsibility to support the Tax Information Manager as assigned or requested in the maintenance, control, accuracy and completeness of income taxation related information on accounts, assets and relationship records and data, and internal and external processes that report and distribute tax information to the Internal Revenue Service, state agencies, clients or parties designated by clients to receive tax information. This includes quarterly tax payments to the Federal or state governments as required and escheatment of assets or funds under state law to the respective states.
Responsibilities
* As assigned or requested, support in the control and collaboration of external tax service providers to assure timely, accurate and complete assimilation, sharing and reporting of required tax information.
* As assigned or requested, support in the control and maintenance of the quality, accuracy, and completeness of all tax related client, relationship and asset records and data on the operating platform and executing corrective measures when requested by the manager.
* As assigned or requested, support in the control and maintenance of processes that assure the timeliness, quality, accuracy, and completeness of all taxation related transactions, payments or escheatment as required by respective state laws.
* As assigned or requested, support in the control and maintenance of processes that assure the timeliness, quality, accuracy, and completeness of all IRA contributions and required minimum distribution calculations and proper communication to clients.
* Support the Tax Information Manager and the Wealth Management Firm Operations Manager as requested for unit projects, or operational events.
* Perform additional duties as assigned.
Qualifications
Degree:
* Bachelor's Degree in business related field with 4 years of experience in a financial or accounting firm related to tax information or filing
Qualification(s) Required:
* General knowledge of trust assets, products, client activity, and trust accounting practices.
* Time management principles to prioritize workload
* Propensity to achieve high client service levels
* Interpersonal skills
* Communication skills (data input accuracy, grammar, spelling and punctuation)
* PC, PC application, and data reporting skills
* E-mail and Internet skills
* Research and analytical skills
* Sound judgment and ability to make decisions
* Must complete and comprehend SEI PLATO training assigned for role
* Must pass basic Microsoft Word and Excel tests
* Expectation of proficiency in spreadsheet and word applications
Preferred Certificate(s):
* Prior Attainment of a FINRA Series 6, 7, 24, etc.
* Certified Securities Operations Professional ("CSOP")
* Certified Public Accountant ("CPA")
* Certified Fiduciary and Investment Risk Specialist ("CFIRS")
* Certified Trust and Financial Advisor ("CTFA")
* Graduate from Cannon Financial Schools, Southern Trust School or Northern Trust School
* DTCC Learning Certifications
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.
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.
$61k-82k yearly est. Auto-Apply 38d ago
Financial Analyst II
Trustmark 4.6
Trustmark job in Jackson, MS
Position is responsible for conducting in-depth financial analysis including forecasting, budgeting, data analysis, and metric development.
Responsibilities
Build and manage financial models to support forecasting, budgeting, report creation to support long-term planning
Prepare monthly business review materials with actionable commentary
Automate and improve financial processes and reporting using tools such as Excel, Power BI, OBIE, or financial planning software
Monitor and forecast key performance indicators (KPIs), develop dashboards, and deliver performance analyses that influence decisions within the organization
Develop new and existing materials for senior management presentations, discussions, and reviews
Active role in the development of the annual budget and multi-year strategy plans
Perform additional duties as assigned
Qualifications
Bachelor's degree in Finance or Accounting or related field of study
2+ years of experience in Financial Planning and Analysis (FP&A) or corporate finance role
Prior experience with building complex financial models
Strong financial acumen with the ability to analyze financial data, budget, and translate into actional financial activities
Strong analytical skills with the ability to interpret data and make recommendations
Strong experience with Microsoft applications, primarily Excel, Teams, PowerPoint, Outlook, Access, SharePoint, Word, VBA and other database analysis and reporting tools
Demonstrated strong written and oral communication skills, including the ability to communicate and present findings in understandable terms for appropriate management interactions
Demonstrated ability to interact with professionalism and demonstrate confidence in presentations
Demonstrated ability to manage multiple projects and exercise appropriate organization and time management skills
Demonstrated ability to develop and maintain strong relationships with key stakeholders
Master's degree in Accounting, Finance, or Business Administration preferred
2+ years working in the financial department at a financial institution preferred
Strong knowledge of OBIEE, Power BI, Cognos, or other business intelligence dashboard tools preferred
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.
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.
$53k-81k yearly est. Auto-Apply 60d+ ago
Business Development Officer (Financial Institution Payments)
U.S. Bank 4.6
Jackson, MS job
Spokane, Washington residents: If a street address is not available, enter N/A when completing a job application. At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at-all from Day One.
As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other.
**Job Description**
Ready to turn market insight into enduring partnerships? In this senior, consultative business development role, you'll drive profitable relationships with financial institutions, spotting high‑value opportunities, delivering compelling presentations, and activating a trusted referral network that fuels growth. Your market feedback will shape our strategic roadmap while your community presence strengthens our brand and impact. If you're a persuasive storyteller with deep product knowledge and a passion for helping business customers succeed, this is where your expertise moves the needle.
The **Business Development Officer** is responsible for driving profitable new financial institutions relationships by identifying partnership opportunities based on knowledge of clients, markets, products and services. This role is responsible for conducting sales presentations to prospective financial institution partners informing them of benefits of using the organization's products and services to meet their business customer's needs. They will implement and maintain an effective referral network and call program to promote sales, by participating in the development and execution of the organization's strategic road map, including prospecting, direct calling, sales presentations and providing feedback on the market to the business unit for planning and strategy purposes. Additionally, this role will establish and maintain internal relationships and maintain reputable public relationships to contribute to our organization's commitment to serve our communities and develop new business.
**This position is available to telecommute in all states except Alaska and Vermont.**
Basic Qualifications:
+ Bachelor's degree, or equivalent work experience
+ Nine or more years of product sales experience
+ Ability to travel
Preferred Skills/Experience:
+ History of working within financial services industry
+ Extremely proficient in Microsoft Office suite
+ Expert knowledge of product marketing, client service issues, and organization operations
+ Excellent marketing and business development/sales skills
+ Strong negotiation and decision-making skills
+ Ability to creatively resolve complex problems with general guidance
+ Ability to manage multiple tasks/projects and deadlines simultaneously
+ Excellent interpersonal, presentation, verbal and written communication skills
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
$98.2k-115.5k yearly 33d ago
Security Engineer II
Trustmark 4.6
Trustmark job in Jackson, MS
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
We are seeking a highly skilled Cyber Security Engineer to join our team and play a pivotal role in safeguarding our organization's digital assets. The ideal candidate will possess a deep understanding of cybersecurity principles, a strong technical background, and a passion for protecting sensitive information.
You will be responsible for engineering, implementing and monitoring security measures for the protection of Trustmark's computer systems, networks and information. The role helps identify and define system security requirements as well as develop detailed cyber security designs.
**Responsibilities:**
+ Design, implement, and maintain security architectures, systems, and solutions to protect critical infrastructure and data.
+ Conduct vulnerability assessments and penetration testing to identify and mitigate risks.
+ Develop and implement security policies, standards, and procedures.
+ Monitor security systems and respond to incidents promptly and effectively.
+ Stay up-to-date with the latest cybersecurity threats and trends.
+ Collaborate with cross-functional teams to ensure security is integrated into all aspects of the business.
+ Provide technical guidance and support to internal stakeholders.
**Qualifications:**
+ Bachelor's degree in Computer Science, Information Technology, or a related field or
+ 3-5 Years of network engineering or cyber engineering experience
+ Strong understanding of cybersecurity frameworks and standards (e.g., NIST, ISO 27001).
+ Proficiency in network security, systems security, application security, and data security.
+ Hands-on experience with security tools and technologies (e.g., firewalls, intrusion detection systems, encryption, SIEM).
+ Excellent problem-solving and analytical skills.
+ Strong communication and interpersonal skills.
+ Ability to work independently and as part of a team.
**Preferred Qualifications:**
+ Certifications such as CISSP, CISA, or CEH.
+ Experience with cloud security (e.g., AWS, Azure, GCP).
+ Knowledge of scripting and programming languages (e.g., Python, PowerShell).
Brand: Trustmark
Come join a team at Trustmark that will not only utilize your current skills but will enhance them as well. Trustmark benefits include health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums.
**For the fourth consecutive year we were selected as a Top Workplace by the Chicago Tribune.** The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization.
All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$80k-103k yearly est. 60d+ ago
Regional Sales Director Dallas
Trustmark 4.6
Trustmark job in Jackson, MS
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
We are looking for a Regional Sales Director for Dallas, Texas.
Increases new business sales through establishing strong, consultative partnerships with major worksite and voluntary benefit distributors to include brokers, agents, financial planners, consultants, and employees within Trustmark. Customers typically include hospitals, medical centers, manufacturing, public entities, services, warehousing, and wholesale trade who want to offer their stable workforce a comprehensive benefit solution. Activities will include learning and staying informed on health care trends, market intelligence and product information for all product solutions within voluntary benefits; establishing, updating and managing target account lists and pipeline management; following a comprehensive sales process that will include marketing programs, educational seminars, customer needs analysis meetings, presentations to develop new and expand existing accounts; managing both external and internal stakeholders throughout the sales process and contributing to sales planning, forecasting and product development.
**Key Accountabilities**
+ Achieve annual new business sales, net growth & reenrollment objectives as assigned:
+ Demonstrate the value proposition to distribution partners.
+ Direct and manage the acquisition process by establishing priorities with sales support team and serving as a liaison between producers and customers to maximize sales efforts.
+ Proactively develop and maintain an effective relationship with Sales Implementation, Key Account Managers, Case Underwriting & Marketing.
+ Prospecting:
+ Generate new business opportunities by leveraging existing relationships, prospecting new relationships, conducting market analysis and cold calling channel distributors.
+ Partner with marketing and product development in developing programs to educate the network channel on Trustmark value proposition to create demand in the marketplace.
+ Partner with distribution channel to identify new sales opportunities, influence the RFP design, and develop solutions that will secure new business.
+ Reporting & Analytics
+ Monitor and report on competition to evaluate Trustmark's position in the marketplace.
+ Actively utilize Salesforce.com for activity reporting, forecasting, business requests, workflow management, travel bookings and expense reporting.
+ Provide monthly reports of pipeline, forecasts and metrics using Salesforce automation tool.
+ Other duties as needed/assigned.
**Minimum Requirements**
+ 5 years of Voluntary product sales or equivalent work experience
+ Consultative sales experience required.
+ Experience generating and analyzing reports to enhance sales or customer experience.
+ Excellent oral & written communication skills; persistent and patient in endeavoring to fully understand customer/producer needs and offer valuable information and solutions.
+ Ability to work independently, make good decisions consistent with divisional objectives and in a timely manner, and handle conflict with minimal oversight.
+ Exceptional organizational skills, adept at handling multiple tasks simultaneously, committed to follow through and completing assignments in a timely & professional manner.
+ Interpersonal effectiveness with proven ability to establish/maintain mutually respectful relationships with managers, peers, support staff, agents/brokers and customers; handle conflict, resolve complex issues, negotiate, achieve consensus and promote team spirit.
+ Capable of operating the complete MS Office Suite
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$92,359.68 - $133,409.90 per year
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$92.4k-133.4k yearly 9d ago
Relationship Banker II
Trustmark 4.6
Trustmark job in Pelahatchie, MS
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.
Coach and serve as a mentor to Relationship Bankers and Tellers.
Provide oversight and responsibility to review/approve various transactions to include night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers.
Handle the cash shipment and vault management for a branch.
Ability to handle the origination of consumer loans.
Perform additional duties as assigned.
Qualifications
High school diploma or GED
2 years of face-to-face customer service experience, retail sales experience or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding the individual performance goals.
Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment
Be able to register with the National Mortgage Licensing System and Registry (NMLS)
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
Preferred:
Prior supervisory experience in a retail or bank environment
Prior experience processing consumer or mortgage loans
2 years of banking industry knowledge specifically of the Relationship Banker position
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.