Branch Personal Banker & Financial Advisor

Renasant Bank; Georgia; On-site; USD 32,000 - 46,000; Full time

Job summary

Renasant Bank in Georgia is seeking a Personal Banker who delivers a best-in-class customer experience by actively listening to client needs, explaining banking solutions, and building trusted relationships. You will engage existing and prospective customers to determine financial needs and present suitable products.

This role focuses on service, sales, and operations within a busy branch, requiring accuracy, teamwork, and compliance with bank policies while helping customers meet their

Qualifications

• 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.

Responsibilities

• Drive a best in class branch experience in service, sales and operational excellence.
• Create a daily plan focused on deepening customer relationships and service standards.
• Partner with Branch Manager to achieve service, sales and operational goals.
• Execute and role model the bank's service standards in every interaction.
• Resolve customer issues by owning the problem and liaising between customer and bank.
• Identify additional needs during interactions and make appropriate recommendations.
• Maintain partnerships with other lines of business to drive profitable relationships.
• Serve as a back-up Teller or Head Teller as needed.
• Ensure proper documentation for solutions to minimize exceptions.
• Stay up-to-date on regulations, policies and procedures.

Skills

Customer service

Sales

Communication

Time management

Organizational skills

Regulatory awareness

Education

High school diploma or equivalent

College education preferred

Job description

Renasant Bank in Georgia is seeking a Personal Banker who delivers a best-in-class customer experience by actively listening to client needs, explaining banking solutions, and building trusted relationships. You will engage existing and prospective customers to determine financial needs and present suitable products.

This role focuses on service, sales, and operations within a busy branch, requiring accuracy, teamwork, and compliance with bank policies while helping customers meet their