Personal Banker - Floating

Overview

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 the bank's customer engagement model, you will serve as the customer’s financial advisor of choice, aiming to achieve balanced performance in customer experience, deposits, acquisition and retention of accounts, and partner referrals to drive branch income.

Renasant Bank is an equal opportunity employer.

• Drive a best in class branch experience across 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 plan focused on deepening customer relationships and consistent execution of service standards and customer retention
• Partner with Branch Manager to ensure personal achievement of service, sales and operational goals
• Model and execute Renasant service standards in every customer and teammate interaction
• Resolve customer issues by owning the problem and acting as a liaison between the customer and bank
• Be self-motivated to achieve optimal sales and service results weekly, monthly and yearly
• Use all customer interactions, in person or on the phone, to identify additional needs and make appropriate recommendations
• Maintain effective partnerships with other lines of business to 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 proper documentation is obtained and completed for all solutions to minimize documentation exceptions
• Complete account maintenance activities accurately
• Stay up-to-date on regulations, policies and procedures related to Personal Banker and branch operations
• Perform other related duties as assigned

• 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 achieve sales, service, and operational results
• Ability to produce individual and team sales and customer experience results
• Ability to focus on customer financial needs and prioritize accordingly
• Knowledge of the financial services industry and local community
• Effective written and verbal communication skills
• Attention to detail with strong accuracy in handling transactions
• Comfortable using technology software to process transactions
• Proven time management and organizational skills with ability to handle multiple priorities
• Aptitude to read, understand and apply regulations, policies and procedures
• Ability to travel for training and between branches as needed

• 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 IRAs and complex business accounts

• Current state insurance license
• Ability to meet licensing requirements as established by the bank’s broker/dealer, if applicable
• Maintain current knowledge of some non-FDIC insured solutions, including annuities and life insurance

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. 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 include close vision, peripheral vision, depth perception and the ability to focus.

The bank’s professional working environment requires effective communication, both verbally and in writing. Employees may be exposed to confidential information and must uphold confidentiality. Due to the possibility of high-risk situations (e.g., robbery), detailed instructions and procedures must be followed to safeguard employees, customers and assets.

This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.