Personal Banker - Floating

Renasant Bank•Woodstock, NY

12d•Onsite

About The Position

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.

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
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

Nice To Haves

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
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

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