Personal Banker

Responsibilities

• Drive a best in class branch experience in 3 primary areas: Service execution, sales execution, and operational excellence.
• 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.
• Ability to travel for training, other development opportunities, and between branches, as needed.

For All Senior Personal Bankers

• Minimum of 2 years of successful personal sales experience.
• Ability to handle complex transactions with limited supervision.
• Operational strength with limited exceptions.
• Proficient in all aspects of bank products and solutions, including IRA’s and complex business accounts.

For All Licensed Personal Bankers

• Current State insurance license.
• Maintain current knowledge of some non-FDIC insured solutions, including annuities and life insurance.

Physical Demands

• Frequent standing or sitting.
• Kneeling, stooping, or squatting.
• Using hands or fingers to handle or feel objects, tools or controls.
• Reaching with hands and arms.
• Talking or hearing.
• Frequent lifting and/or moving up to 25 pounds.

Work Environment

• Communicate effectively, both verbally and in writing.
• Demonstrate strong interpersonal skills when working closely with internal business partners and external clients.
• Uphold confidentiality at all times.
• Exposed to high risk situations (i.e. robbery).
• Follow detailed instructions and procedures to safeguard the Bank’s employees, customers, and assets.