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Client Relationship Specialist

2 months ago

Olive Branch, Mississippi, United States Renasant Full time

Personal Banker

Overview

The role of a Personal Banker is pivotal in ensuring a premier customer experience. This position focuses on delivering exceptional service while actively engaging with both current and potential clients to address their financial requirements. By embodying the Renasant Bank customer engagement philosophy, Personal Bankers act as trusted financial advisors, dedicated to fostering strong relationships. They are driven to consistently achieve balanced performance in customer satisfaction, account acquisition, retention, and referrals, ultimately contributing to the branch's success.

Renasant Bank is an Equal Opportunity Employer



Responsibilities

A successful Personal Banker excels in three core areas: service delivery, sales performance, and operational efficiency.

  • Maintain a consistent personal sales and service record by cultivating new and existing client relationships through the customer engagement model.
  • Develop a daily strategy aimed at enhancing customer connections and ensuring adherence to service standards.
  • Collaborate with the Branch Manager to meet personal service, sales, and operational objectives.
  • Demonstrate and uphold Renasant's service standards in every interaction with customers and colleagues.
  • Address customer inquiries and concerns by taking ownership of issues and facilitating solutions.
  • Stay motivated to achieve optimal sales and service outcomes on a weekly, monthly, and annual basis.
  • Utilize all customer interactions, whether in-person or via phone, to identify additional needs and provide tailored recommendations.
  • Build effective partnerships with other business lines to enhance customer relationships.
  • Engage in community initiatives as a representative of Renasant Bank.
  • Serve as a backup Teller or Head Teller when necessary.
  • Ensure all required documentation is accurately completed to minimize exceptions.
  • Carry out all account maintenance tasks efficiently.
  • Remain informed about all regulations, policies, and procedures relevant to Personal Banker duties and branch operations.
  • Perform additional related tasks as assigned.


Qualifications

  • High school diploma or equivalent is required; a college degree is preferred.
  • A minimum of one year of relevant customer service and sales experience is required.
  • Strong commitment to achieving sales, service, and operational goals while exceeding expectations.
  • Ability to deliver individual and team sales and customer experience results.
  • Focus on customer financial needs, prioritizing their interests.
  • Knowledge of the financial services sector and local community to better assist clients.
  • Effective communication skills, both written and verbal.
  • Attention to detail with a proven track record of accuracy in transaction handling.
  • Comfortable utilizing various technology software for transaction processing.
  • Strong time management and organizational skills, with the ability to manage multiple priorities effectively.
  • Aptitude for understanding and applying all regulations, policies, and procedures related to Personal Banker responsibilities and branch operations.
  • Willingness to travel for training and development opportunities as needed.

Physical Demands

The physical requirements described are representative of those that must be met by an employee to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform these 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 communicate verbally. The employee may occasionally need to walk and must be able to lift and/or move up to 25 pounds. Specific vision abilities required for this role include close vision, peripheral vision, depth perception, and the ability to focus.

Work Environment

The professional environment at the Bank necessitates effective communication skills, both verbal and written. Employees must exhibit strong interpersonal skills when collaborating with internal partners and external clients. Given the potential exposure to confidential information, maintaining confidentiality is crucial. Employees are required to adhere to detailed instructions and procedures to ensure the safety of the Bank's employees, customers, and assets.

The above description is intended to outline the general content and requirements for this position. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities listed are essential job functions.