Renasant Bank
1 day ago Be among the first 25 applicants
Personal Bankers are intentional about delivering a consistent best in class customer experience. A Personal Banker is a customer service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep understanding of Renasant Bank customer engagement model, you spend time executing and role modeling by serving as our customer’s financial advisor of choice. Personal Bankers should be self‑motivated to achieve consistent and balanced performance in customer experience, deposits, acquisition and retention of accounts, and partner referrals to drive income for the branch.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Achieve consistent and balanced personal sales and service performance by developing new and existing relationships utilizing the customer engagement model
Create a daily individual plan focused on deepening customer relationships and consistent execution of service standards, customer retention, etc.
Partner with Branch Manager to ensure personal achievement of service, sales and operational goals are achieved
Execute and role model the Renasant service standards in every customer and teammate interaction
Resolve customer issues and concerns by owning the problem and acting as a liaison between the customer and bank
Remain self‑motivated to achieve optimal sales and service results weekly, monthly and yearly
Use all customer interactions, in person or phone, to identify additional needs and make appropriate recommendations
Maintain effective partnerships with other lines of businesses to help drive more effective and profitable customer relationships
Participate in community activities as a representative of Renasant Bank
Serve as a back‑up Teller or Head Teller, if needed
Ensure that proper documentation is obtained and properly completed for all solutions to minimize documentation exceptions
Properly complete all account maintenance activities
Stay up‑to‑date and focused on all regulations, policies and procedures related to Personal Banker and other branch operations
Perform other related duties as assigned
Qualifications
High school diploma or equivalent required, college education preferred
Minimum of 1 year related customer experience and sales experience required
Strong dedication and motivation to achieving sales, service, and operational results and exceeding expectations
Ability to produce individual and team sales and customer experience results
Ability to remain focused on customer financial needs and act with the customers priorities in mind
Knowledgeable of the financial services industry and local community to better serve the customer
Effective written and verbal communication skills
Attention to detail with strong record of accuracy in handling of transactions
Comfortable using a variety of technology software products to process transactions
Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes
Aptitude to read, understand and apply all regulations, policies and procedures related to Personal Banker responsibilities and other branch operations
Ability to travel for training, other development opportunities, and between branches, as needed
Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment The Bank’s professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and proprietary information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high‑risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank’s employees, customers, and assets.
Job Details
Seniority level: Not Applicable
Employment type: Other
Job function: Finance and Sales
Industries: Banking
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Personal Bankers are intentional about delivering a consistent best in class customer experience. A Personal Banker is a customer service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep understanding of Renasant Bank customer engagement model, you spend time executing and role modeling by serving as our customer’s financial advisor of choice. Personal Bankers should be self‑motivated to achieve consistent and balanced performance in customer experience, deposits, acquisition and retention of accounts, and partner referrals to drive income for the branch.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Achieve consistent and balanced personal sales and service performance by developing new and existing relationships utilizing the customer engagement model
Create a daily individual plan focused on deepening customer relationships and consistent execution of service standards, customer retention, etc.
Partner with Branch Manager to ensure personal achievement of service, sales and operational goals are achieved
Execute and role model the Renasant service standards in every customer and teammate interaction
Resolve customer issues and concerns by owning the problem and acting as a liaison between the customer and bank
Remain self‑motivated to achieve optimal sales and service results weekly, monthly and yearly
Use all customer interactions, in person or phone, to identify additional needs and make appropriate recommendations
Maintain effective partnerships with other lines of businesses to help drive more effective and profitable customer relationships
Participate in community activities as a representative of Renasant Bank
Serve as a back‑up Teller or Head Teller, if needed
Ensure that proper documentation is obtained and properly completed for all solutions to minimize documentation exceptions
Properly complete all account maintenance activities
Stay up‑to‑date and focused on all regulations, policies and procedures related to Personal Banker and other branch operations
Perform other related duties as assigned
Qualifications
High school diploma or equivalent required, college education preferred
Minimum of 1 year related customer experience and sales experience required
Strong dedication and motivation to achieving sales, service, and operational results and exceeding expectations
Ability to produce individual and team sales and customer experience results
Ability to remain focused on customer financial needs and act with the customers priorities in mind
Knowledgeable of the financial services industry and local community to better serve the customer
Effective written and verbal communication skills
Attention to detail with strong record of accuracy in handling of transactions
Comfortable using a variety of technology software products to process transactions
Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes
Aptitude to read, understand and apply all regulations, policies and procedures related to Personal Banker responsibilities and other branch operations
Ability to travel for training, other development opportunities, and between branches, as needed
Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment The Bank’s professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and proprietary information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high‑risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank’s employees, customers, and assets.
Job Details
Seniority level: Not Applicable
Employment type: Other
Job function: Finance and Sales
Industries: Banking
#J-18808-Ljbffr