Personal Banker

Personal Banker - Floating Job ID 2025-14803 Job Locations US-TN-Nashville 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 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. RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities An effective Personal Banker is capable of driving a best in class branch experience in 3 primary areas of responsibility: 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 modelCreate 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 achievedExecute and role model the Renasant service standards in every customer and teammate interactionResolve customer issues and concerns by owning the problem and acting as a liaison between the customer and bankRemain self-motivated to achieve optimal sales and service results weekly, monthly and yearlyUse all customer interactions, in person or phone, to identify additional needs and make appropriate recommendationsMaintain effective partnerships with other lines of businesses to help drive more effective and profitable customer relationshipsParticipate in community activities as a representative of Renasant Bank;Serve as a back-up Teller or Head Teller, if neededEnsure that proper documentation is obtained and properly completed for all solutions to minimize documentation exceptionsProperly complete all account maintenance activitiesStay up-to-date and focused on all regulations, policies and procedures related to Personal Banker and other branch operationsPerform other related duties as assigned Qualifications High school diploma or equivalent required, college education preferred Minimum of 1 year related customer experience and sales experience requiredStrong dedication and motivation to achieving sales, service, and operational results and exceeding expectationsAbility to produce individual and team sales and customer experience resultsAbility to remain focused on customer financial needs and acts with the customers priorities in mindKnowledgeable of the financial services industry and local community to better serve the customerEffective written and verbal communication skillsAttention to detail with strong record of accuracy in handling of transactionsComfortable using a variety of technology software products to process transactionsProven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changesAptitude to read, understand and apply all regulations, policies and procedures related to Personal Banker responsibilities and other branch operationsAbility to travel for training, other development opportunities, and between branches, as neededFor all Senior Personal Bankers: Minimum of 2 years of successful personal sales experienceAbility to handle complex transactions with limited supervisionOperational strength with limited exceptionsProficient in all aspects of bank products and solutions, including IRA's and complex business accountsFor all Licensed Personal Bankers:Current State insurance licenseAbility to meet licensing requirements as established by the Bank's broker/dealer, if applicableMaintain current knowledge of some non-FDIC insured solutions, including annuities and life insurance Physical Demands 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. While performing the duties of this job, 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 by this job include close vision, peripheral vision, depth perception and the ability to focus. Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May". This job description is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.