Personal Banker

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
• 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
• Minimum of 2 years of successful personal sales experience for Senior Personal Bankers
• Operational strength with limited exceptions for Senior Personal Bankers
• Proficient in all aspects of bank products and solutions, including IRA’s and complex business accounts for Licensed Personal Bankers
• Current State insurance license for Licensed Personal Bankers
• Maintain current knowledge of some non-FDIC insured solutions, including annuities and life insurance for Licensed Personal Bankers