Fiduciary Solutions Specialist

About the role

The Fiduciary Solutions Specialist is responsible for marketing trust and fiduciary services internally to Renasant Private Client Bankers, Renasant Commercial Bankers, Park Place Capital, and RFS Financial Advisors. This role oversees activities to assist Private Client Bankers and Financial Advisors in becoming knowledgeable and obtaining internal accreditation about trust and fiduciary services.

Responsibilities

• Lead and manage sales and marketing activities for trust and fiduciary services to Renasant Private Client Bankers, Renasant Commercial Bankers, Park Place Capital, and RFS Financial Advisors.
• Oversee and participate in activities to assist Private Client Bankers and Financial Advisors in becoming knowledgeable and obtaining an internal accreditation about trust and fiduciary services.
• Serve as an internal expert on trust and fiduciary services for Private Client Bankers, Financial Advisors, external prospects, and customers.
• Design and implement strategies to increase customer referrals, gross revenues, and assets-under-management through internal marketing and product education.
• Provide support for the external marketing of specialized trust and fiduciary services to Registered Advisory Firm prospects within the Renasant geographic banking footprint.
• Oversee the first line of defense related to compliance, operational risk, and enterprise risk management.
• Create a culture of operational excellence compliant with corporate objectives.
• Maintain the Bank’s culture with defined values and behaviors, ensuring a unified approach as one team and one bank.
• Perform other related duties as assigned.

Requirements

• Bachelor’s degree required; Accounting, Finance, Legal, or Business-related degree preferred.
• Minimum of 5 years of trust and fiduciary experience.
• Extensive knowledge of trust and fiduciary products, services, policies, procedures, operations, and compliance regulations.
• Results-oriented with a strong ability to deliver aggressive financial and business growth targets and strategic initiatives.
• Excellent communication skills, both verbal and written.
• Strong knowledge of all banking functions, related operations, bank policies, procedures, and applicable Federal and State Banking regulations.
• Ability to effectively lead, motivate, and coach others.
• Ability to deal effectively and tactfully with a variety of business contacts, bank personnel, customers, and prospective customers.
• Ability to use sound judgment, problem-solving, and make key complex decisions independently with clear thinking and logic.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the public.
• Ability to travel, including overnight stays.

Physical Demands

The physical demands described are representative of those required to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

• 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.
• Occasionally required to walk.
• Must occasionally lift and/or move up to 25 pounds.
• Specific vision abilities required 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, and demonstrate strong interpersonal skills when working closely with internal business partners and external clients.

• May be exposed to confidential and proprietary information; must uphold confidentiality at all times.
• Due to the possibility of exposure to high-risk situations (e.g., robbery), detailed instructions and procedures must be followed to safeguard employees, customers, and assets.