Personal Banker/Teller- Floating
Posted 2025-04-21About the position
As a Personal Banker at Renasant Bank, you will play a crucial role in delivering a best-in-class customer experience. This position is centered around customer service and proactive sales, where you will engage with both existing and prospective customers to assess and meet their financial needs. Your deep understanding of the Renasant Bank customer engagement model will guide you in executing and role modeling the responsibilities of a financial advisor. You will be expected to be self-motivated, consistently achieving balanced performance in customer experience, deposits, account acquisition and retention, as well as partner referrals to drive income for the branch. The Personal Banker is responsible for driving a superior branch experience through three primary areas: service execution, sales execution, and operational excellence. You will develop new and existing relationships by utilizing the customer engagement model, creating a daily plan focused on deepening customer relationships, and ensuring consistent execution of service standards. Collaboration with the Branch Manager is essential to achieve personal service, sales, and operational goals. You will also be expected to resolve customer issues by acting as a liaison between the customer and the bank, maintaining effective partnerships with other lines of business, and participating in community activities as a representative of Renasant Bank. In addition to these responsibilities, you will serve as a back-up Teller or Head Teller when needed, ensure proper documentation is obtained and completed for all solutions, and stay updated on all regulations, policies, and procedures related to Personal Banker and branch operations. This role requires a commitment to excellence in customer service and sales, with a focus on achieving optimal results on a weekly, monthly, and yearly basis.
Responsibilities
? Achieve consistent and balanced personal sales and service performance by developing new and existing relationships utilizing the customer engagement model.
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? Create a daily individual plan focused on deepening customer relationships and consistent execution of service standards, customer retention, etc.
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? Partner with Branch Manager to ensure personal achievement of service, sales and operational goals are achieved.
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? Execute and role model the Renasant service standards in every customer and teammate interaction.
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? Resolve customer issues and concerns by owning the problem and acting as a liaison between the customer and bank.
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? Remain self-motivated to achieve optimal sales and service results weekly, monthly and yearly.
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? Use all customer interactions, in person or phone, to identify additional needs and make appropriate recommendations.
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? Maintain effective partnerships with other lines of businesses to help drive more effective and profitable customer relationships.
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? Participate in community activities as a representative of Renasant Bank; Serve as a back-up Teller or Head Teller, if needed.
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? Ensure that proper documentation is obtained and properly completed for all solutions to minimize documentation exceptions.
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? Properly complete all account maintenance activities.
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? Stay up-to-date and focused on all regulations, policies and procedures related to Personal Banker and other branch operations.
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? Perform other related duties as assigned.
Requirements
? High school diploma or equivalent required, college education preferred.
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? Minimum of 1 year related customer experience and sales experience required.
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? Strong dedication and motivation to achieving sales, service, and operational results and exceeding expectations.
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? Ability to produce individual and team sales and customer experience results.
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? Ability to remain focused on customer financial needs and act with the customers' priorities in mind.
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? Knowledgeable of the financial services industry and local community to better serve the customer.
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? Effective written and verbal communication skills.
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? Attention to detail with strong record of accuracy in handling of transactions.
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? Comfortable using a variety of technology software products to process transactions.
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? Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes.
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? Aptitude to read, understand and apply all regulations, policies and procedures related to Personal Banker responsibilities and other branch operations.
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? Ability to travel for training, other development opportunities, and between branches, as needed.
Nice-to-haves
? Minimum of 2 years of successful personal sales experience for Senior Personal Bankers.
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? Ability to handle complex transactions with limited supervision for Senior Personal Bankers.
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? Operational strength with limited exceptions for Senior Personal Bankers.
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? Proficient in all aspects of bank products and solutions, including IRA's and complex business accounts for Senior Personal Bankers.
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? Current State insurance license for Licensed Personal Bankers.
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? Ability to meet licensing requirements as established by the Bank's broker/dealer, if applicable.
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? Maintain current knowledge of some non-FDIC insured solutions, including annuities and life insurance for Licensed Personal Bankers.
Benefits
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