Teams at Trustmark Bank

Supports wealth firm back-office operations, including trade settlement, cash movement, reconciliations, transaction monitoring, account maintenance, data validation, reporting, and operational issue resolution. The role rotates across operational sub-units, maintains accurate client and account records, coordinates with custodians and counterparties, and provides coverage during absences or peak workloads.

Manages commercial loan and deposit portfolios, including credit analysis, underwriting, risk assessment, loan presentation, renewals, collateral analysis, and customer relationship management. Develops business through prospecting, client calls, community involvement, cross-selling, and market strategies. Level II responsibilities include loan committee recommendations, managing medium-to-large business portfolios, coordinating product partners, and mentoring junior relationship managers.

Leads a team of 5–7 associates and manages approximately 800 private wealth accounts. Oversees client fund administration, transactions, account onboarding and closures, documentation, fees, asset movements, policy compliance, risk escalation, and approvals. Coordinates with wealth advisors, operations, risk management, clients, and third parties. Drives staff development, committee participation, process improvement, and special operational projects while ensuring accurate and timely account administration.