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Trustmark jobs in Jackson, MS

- 30 jobs
  • Private Banking Relationship Manager I/II/III

    Trustmark 4.6company rating

    Trustmark job in Jackson, MS

    Provide a concierge delivery of financial services through a superior level of hands-on contact for the best customers of the bank. These clients are high-income earners or high-net-worth clients. This is accomplished through customized credit, deposit, investment, insurance, and fiduciary solutions in a team dynamic. This position may be filled as a Private Banking Relationship Manager I, II, or III. Additional responsibilities and qualifications apply. Responsibilities Coordinates entire credit approval process, including loan approval within lending authority for consumer and commercial relationships, including partnering with mortgage expert. Seek advice and guidance on complex credit requests Services a loan portfolio, including credit and collateral exceptions and past dues Work with partners to provide deposit solutions and other retail services to meet the needs of our clients Work with team to provide non-bank solutions to meet the clients needs: Planning, investments, insurance, and fiduciary services Coordinate the development of new private banking business and call on potential or existing customers to develop new business and promote company services and solutions. Maintain professional community relations, including leadership roles, to increase the bank's visibility and new business opportunities, and to further professional development. Provide financial and banking advice and counseling through a team approach to Trustmark's “BEST” clients. Perform additional duties as assigned. Additional Responsibilities for Level II: Cross-train, lead and develop team of associates to promote maximum productivity, engagement, succession planning and overall contribution to strategic organizational goals. Additional Responsibilities for Level III: Cross-train, lead and develop team of associates to promote maximum productivity, engagement, succession planning and overall contribution to strategic organizational goals. Coordinates entire credit approval process, including loan approval within lending authority for consumer and commercial relationships, including partnering with mortgage expert. Provide advice and guidance to subordinate officers on complex credit decisions. Qualifications Four-year college education or equivalent work experience. 5 years banking experience or related work experience to include previous lending experience Knowledgeable of Private Banking and the bank financial products and services Knowledge of deposit and loan products, as well as bank policy Knowledge of document preparation and new accounts systems Knowledge of negotiable instruments Complete understanding of the requirements of properly securing a loan Familiar with state and federal regulations and bank policies relating to credit Knowledge of sales principles Knowledge of Basic investment strategies implemented by High net worth clients Knowledge of Basic estate planning strategies implemented by High net worth clients Knowledge of Basic insurance strategies implemented by High net worth clients Superior judgment in making loan decisions Experience dealing with sophisticated clientele Experience in recognizing and handling troubled loans and problem customers Thorough knowledge and understanding of loan and deposit debits and credits Strong analytical ability Advanced interpersonal skills Must possess effective verbal and written communication skills Proven ability to build relationships Customer contact and sales and service skills Ability to work with others Ability to lead the work of others Prefer degree in Finance, Accounting, Insurance, Business, related field, or equivalent experience Bank branch work preferred Previous investment experience with 7, 63 or 66, and insurance licensure preferred Additional Qualfications for Level II: 7 years banking experience or related work experience to include previous lending experience Additional Qualifications for Level III: Minimum 10 years' experience managing a Private Banking loan portfolio with a proven track record in sales ability/aptitude and business development Required 7, 63 or 66, and insurance licensure. Previous investment or trust experience while not required is considered beneficial. 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.
    $54k-87k yearly est. Auto-Apply 1d ago
  • Executive Sales Consultant

    Trustmark 4.6company rating

    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 4.6company rating

    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 21d ago
  • myTeller Specialist

    Trustmark 4.6company rating

    Trustmark job in Jackson, MS

    Trustmark's my Teller Center Tellers act as the Bank's personal representative with its customers by building strong relationships between the customer and the Bank. They enhance the customer's experience by providing exceptional, professional, and consistent service using the my Teller system. Tellers in the my Teller Center support and demonstrate our customer service standards, and are always professional and friendly. The tellers are also willing to work flexible work shifts to accommodate the extended operating hours and business needs of the my Teller Center. The position will also promote Trustmark's products and services, while exercising good judgment and discretion in a professional manner. Responsibilities * Accurately process my Teller Machine routine transactions including but not limited to cashing checks, taking cash and check deposits, and processing payments through the Bank's on-line systems. Works independently and utilizes effective problem-solving skills to resolve issues; effectively uses position authority and knowledge of operating and security procedures in order to make on-the-spot decisions including exceptions, adjustments and overrides * Continually safeguard the bank's assets and accurately balance an individual cash box on a daily basis. Work with a high degree of accuracy. Investigate and resolve all outages. Exercise good judgment and discretion while performing within the bank's guidelines, policies, procedures and performance standards. * Serves the customer in a professional, courteous, efficient manner through prompt handling of all teller functions and demonstrates the Bank's customer service standards with both internal and external customers. Answers questions from prospects or customers and maintains good customer relations. Directs customers to proper personnel or other lines of business for more complex problems or services. * Identify customer needs for bank products and services, matching products and services to those needs, and responding persuasively to customer questions and objections. Provide banking solutions through superior sales and service. Consistently meet and exceed sales referral goals set by management. * Contribute to meeting my Teller Center and company goals and objectives. * Perform additional duties as assigned. Qualifications * High School diploma required * Must have one of the following: * Twelve (12) months face to face customer service experience and Six (6) months cash balancing responsibilities -OR- College degree completed or currently being pursued and enrolled. * Basic knowledge of math concepts and principles to solve problems. * Basic computer knowledge to enter, access, or retrieve data. * Knowledge of Trustmark's Teller and Branch Policy and Procedures * Ability to effectively communicate information and ideas both verbally and in writing. * Uses logic and reasoning to identify the alternative solutions, conclusions or approaches to problems. * Ability to work a schedule that may include some holidays and Saturdays. * Provides outstanding customer service and information that meets the customer's needs, follows quality standards and meets company guidelines * Demonstrates a strong attention to detail, accuracy, and organization. * Displays selling skills and understands customer needs and wants. * Ability to multi-task by operating several computer programs at one time. * Ability to navigate through basic computer systems (Windows environment, email, etc.) * Ability to stand as needed. * Complete and successfully pass required skills test. * Ability to display a professional appearance which includes but is not limited to dress, communication practices, and current fads * Some college 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.
    $29k-32k yearly est. Auto-Apply 17d ago
  • Senior Auditor I/II- Compliance

    Trustmark 4.6company rating

    Trustmark job in Jackson, MS

    Trustmark's Compliance Audit team is a key part of the Internal Audit team which functions as the third line of defense. The Compliance Audit team is responsible for providing independent and objective perspective on Trustmark's processes and risks through assessment and testing of the adequacy and effectiveness of risk management policies and practices, and adherence to applicable laws and regulations. The Compliance team performs audits of business processes shared across the organization with a primary focus on consumer compliance topics as they relate to both deposit and lending products. The Senior Auditor of Compliance is responsible for assisting audit management with the execution of compliance audits. The Senior Auditor Compliance is responsible for completion of high-quality walkthrough and testing throughout Trustmark, identifying, and understanding risks and controls associated with various business functions, executing testing to determine the design and effectiveness of controls in place, and drafting findings and reporting deliverables. Responsibilities * Demonstrations of strong audit skills with a solid understanding of audit concepts within planning, fieldwork, and reporting. * Performing regulatory research to understand the relevant compliance risks associated with the audit. * Participating in risk intelligence activities to identify emerging risks, trends, regulatory changes, and other items of potential impact with respect to the annual audit plan. * Independently demonstrates ability to prioritize; identifies obstacles within the scope of assignments; proactively suggests appropriate solutions; * Strong business and audit writing skills; can cohesively present and organize information; effectively articulates key points; emerging ability to adapt message to audience within the scope of assignments. * Formally documents findings for management; creates audit reports with management oversight. * Demonstrates ability to deliver thoughtful and organized message to the line of business in both written and verbal communication. * Demonstrates ability to tailor message for audience within the scope of assignments. * Demonstrates ability to build relationships within scope of assignments. * Demonstrates influence/challenge skills within the team, clients, and manager (e.g., appropriate challenging risks, scope, and providing thoughtful suggestions). * Demonstrates the ability to work in a productive, collaborative, and cooperative way with a variety of people. * Support the design and execution of an engagement's audit approach and procedures in accordance with relevant regulatory guidance, banking industry accounting literature and applicable internal guidance and the International * Standards for the Professional Practice of Internal Auditing. * Knowledge of, or desire to learn, consumer compliance regulatory requirements. * Independent ability to multi-task and prioritize projects to consistently meet deadlines. * Ability to build relationships with clients and teammates. * Ability to listen to feedback with an open mind. * Emerging ability to assist with development of newer staff Qualifications Required: * 3-4 years of audit experience. In lieu of audit experience, prior work history in compliance risk for a bank will also be considered. * Knowledge across bank business and functions. * Knowledge of bank products skills and understanding of business, industry, and regulatory concepts. * Ability to leverage business acumen to advise and consult with leaders within area of expertise. * Developing ability to draw insight from risk intelligence and make valuable recommendations. * Strong oral and written communications skills. * Strong analytic skills LEVEL II ADDITIONAL QUALIFICATIONS: * Five or more years of banking/financial services audit experience * Strong oral, written and interpersonal communication skills * Comfortable communicating with Management * Strong level knowledge of S. Generally Accepted Accounting Principles (GAAP) and accounting procedures * Strong level understanding of internal controls * Possess strong analytical and project management skills Preferred: * Prior bank Internal Audit experience preferred. * Bachelors or master's degree preferred. * Relevant certification, such as: * Certified Regulatory Compliance Manager (CRCM) * Certified Public Accountant (CPA) * Certified Internal Auditor (CIA) 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-66k yearly est. Auto-Apply 22d ago
  • Corporate Treasury Services Product Manager II/III

    Trustmark 4.6company rating

    Trustmark job in Jackson, MS

    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 5d ago
  • Customer Information Specialist I

    Trustmark 4.6company rating

    Trustmark job in Jackson, MS

    This position will be responsible for creating and updating records within the Trustmark Customer Information System and/or the Trustmark deposit system. In addition, they will communicate with front line and department associates both directly and indirectly to perfect the data collected and entered into the customer system. This will include citing associates who do not collect and record the required information to meet oversight requirements. The information entered into these systems is used to service customers and assure Trustmark meets regulatory requirements such as BSA, US Patriot Act, Compliance and Bank policy. The Customer Information Specialist I is responsible for the most basic of this information and is an entry level position. Responsibilities Receive and index documents for customer records by preparing documents for scanning, scanning documents, verifying quality of digital images, and manually filing paper documents. Review index work items to identify specific types and classifications of documents to allow accurate retrieval. Determine when work items cannot be processed and reject documents back to originator with appropriate communication. Review new submissions of documents to perform data entry and determine indexing and scrubbing of items. Review and determine document quality by verifying and validating to perfect image; make changes as needed to index reference (i.e. name of documents, merge and separate pages of documents). Image and store images according to organization guidelines. Troubleshoot and adjust software/equipment when necessary. Verify and process address changes for customer records/accounts on an hourly basis as assigned. Enter and remove account status codes. Complete different types of work items in various electronic queues. Determine when necessary to cite exceptions for work items. Manage daily work activities or projects to ensure maximum productivity. Provide support for internal associates related to CIS and deposit account function. Communicate with Branch/Retail Associates and other departments as needed to resolve issues. Cross train in other areas to assist as needed. Perform additional duties as assigned. Qualifications High School diploma or GED equivalent Strong time management and organization skills with the ability to prioritize daily duties/responsibilities Self-motivated with ability to work independently and little supervision but also work in, and contribute to, a team environment Ability to perform repetitive tasks and maintain focus Ability to retain information and maintain a high level of accuracy Good communication skills with the ability to learn quickly, meet strict deadlines People oriented with customer focus Basic computer skills Basic knowledge of banking documents Preferred: Prior background in data entry/operations/customer service Working knowledge of bank or deposit operations processes and functions Experience adhering to policies, procedures, regulatory requirements, and instructions Advanced computer skills and MS Office skills (Word, Excel, Outlook) 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.
    $52k-86k yearly est. Auto-Apply 1d ago
  • Case Underwriter II

    Trustmark 4.6company rating

    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. 42d ago
  • Payment Processing/New Loan Specialist

    Trustmark 4.6company rating

    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 8d ago
  • Sales Assistant

    Trustmark 4.6company rating

    Trustmark job in Ridgeland, MS

    To provide clerical and administrative support to Financial Consultants and serve as the first point of contact to service a high volume of daily client interactions. Responsibilities Open and service investment accounts for individuals and business entities Process money movement and securities transfers Resolve operational exceptions Analyze problems and seek solutions timely with the client in mind Prepare presentation reports for client meetings Maintain calendar and schedule for Financial Consultant Assist Financial Consultant with marketing efforts Maintain a FINRA compliant branch filing system Qualifications College degree in business related field OR 2 years of securities industry or banking experience Financial Services product knowledge Excellent written and oral communication skills Proficient in Microsoft Office Suite Time management skills; ability to multi task and prioritize tasks Teamwork Skills Highly organized self-starter 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.
    $25k-29k yearly est. Auto-Apply 1d ago
  • Community Relations Manager

    Trustmark 4.6company rating

    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 33d ago
  • Network Infrastructure Technician

    Trustmark 4.6company rating

    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 2d ago
  • Wire Transfer Analyst I/II/III

    Trustmark 4.6company rating

    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 6d ago
  • Relationship Banker I

    Trustmark 4.6company rating

    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. Perform additional duties as assigned. Qualifications High school diploma or GED One year of sales or customer service experience (in lieu of experience, Bachelor's degree is acceptable). 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: Experience in maintaining and balancing a cash drawer 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 2d ago
  • Implementation Manager

    Trustmark 4.6company rating

    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 9d ago
  • Collection Specialist II - Mortgage

    Trustmark 4.6company rating

    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 7d ago
  • Tax Information Analyst

    Trustmark 4.6company rating

    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 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 Certificates: * 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 17d ago
  • Credit Analyst Manager

    U.S. Bank 4.6company rating

    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** Manages a staff of professional Credit Analysts who are responsible for determining what information is necessary for performing a credit quality analysis and gathering, analyzing and interpreting that information. May involve analyzing either an existing loan portfolio or a prospective loan in order to maximize credit quality and minimize risk and potential losses. Acts as a consultant in the area of credit quality analysis and develops and communicates a consistent way of evaluating credit quality within the organization. Manages the design, development and implementation of computer systems used for managing credit information and analyzing credit data. Basic Qualifications - Bachelor's degree, or equivalent work experience - Eight to 10 years of relevant experience Preferred Skills/Experience - Thorough knowledge of credit, accounting, credit policy and financial statement analysis - Proficient analytical skills related to reviewing various forms of asset collateral documentation - Well-developed ability to analyze credit decisions, including consumer, commercial, real estate and international finance - Strong management, organizational and leadership skills - Effective interpersonal and verbal and written communication skills - Two to four years of leadership experience 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 8d ago
  • Payments Solutions Engineer - Embedded Sales

    U.S. Bank 4.6company rating

    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** U.S. Bank is currently seeking Embedded Payment Consultants to join the Embedded Team. This is a customer facing sales/relationship role that leverages all works with existing channels within USBank to achieve sales and revenue goals. By leveraging sales teams and account representatives, the ideal candidate will work with and _through_ these channels to sell the represented products and services. The position is expected to meet directly with internal teams as well as have direct customer facing responsibilities. He/she will be responsible for displaying a comprehensive understanding of the technical aspects of our company's products and services and how they integrate into the customer's operations, consistent with a bundled or solution-oriented approach to obtaining new business. Additional responsibilities include: + Comfortable working through preestablished sales channels to bring and sell solutions to end customers. + Demonstrated ability to build customer confidence in the Banks technical solutions, addressing technical objections/concerns from the customers perspective throughout the sales cycle. + Conducts pre-proposal discussions with potential customers either in person or via video conference call. + Develops and delivers customized client proposals, demonstrations, and presentations. + Consults in technical sales strategy for customers. + Consults to internal Bank channels to help identify and uncover opportunities. + Willing to and enjoying selling as part of a team. + Assists in proposal preparation, pricing recommendations, and implementation support; and Trains sales team(s) with product technical details. Basic Qualifications - Bachelor's degree, or equivalent work experience - Ten or more years of related experience, preferably in selling multiple, complex integrated solutions to a variety of customers - Ability to think outside the box - He/she must be comfortable being an integral part of a high performing team and working in a high growth environment Preferred Skills/Experience + Demonstrated consultative, solutions-based selling background and experience + Proficient technical and analytical acumen + Specialized knowledge of products and solutions in primary area of responsibility, as well as related products and solutions offered by other Bank lines of business. + Expert proficiency demonstrating complex/software-based solutions + Proficient in working effectively with a variety of function groups to assemble customer solutions + Excellent presentation, training, and verbal and written communication skills + Ability to travel up to 25% If you enjoy working autonomously while being part of a team, is customer focused and enjoy working in a dynamic fast-paced environment; want a role where you can _really make an impact_ - please apply. 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: $133,365.00 - $156,900.00 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.**
    $133.4k-156.9k yearly 60d+ ago
  • Financial Analyst II

    Trustmark 4.6company rating

    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

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