Personal Banker

About the role

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.

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

Requirements

• 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 acts 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