About This Role
Personal Bankers are dedicated to providing a consistently excellent customer experience. This role focuses on customer service and proactive sales, engaging with existing and prospective customers to identify and fulfill their financial needs. You will serve as a financial advisor, executing and role-modeling the company's customer engagement model.
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
- Comfortable using a variety of technology software products to process transactions
