Personal Banker & Trusted Financial Advisor

Renasant Bank; Northern (KY); Hybrid; USD 38,000 - 48,000; Full time

Job summary

Renasant Bank is seeking a Personal Banker to deliver a best-in-class customer experience and act as the customer's financial advisor of choice. You will engage existing and prospective clients to meet their financial needs, drive deposits, and collaborate with the branch team to achieve sales and service goals.

The role emphasizes proactive relationship building, regulatory awareness, and a commitment to accuracy in processing transactions.

Qualifications

• High school diploma or equivalent required; college education preferred.
• Minimum 1 year related customer experience and sales experience.
• Strong dedication to achieving sales, service, and operational results.
• Ability to produce individual and team sales and customer experience results.
• Knowledge of financial services industry and local community.

Responsibilities

• Drive a best in class branch experience across service, sales, and operations.
• Develop daily plans to deepen customer relationships and uphold service standards.
• Partner with Branch Manager to meet service, sales and operational goals.
• Model Renasant service standards in every customer interaction.
• Resolve customer issues and act as liaison between customer and bank.
• Identify additional needs through customer interactions and make recommendations.
• Maintain partnerships with other lines of business for profitable relationships.
• Participate in community activities representing Renasant Bank.
• May back-up Teller or Head Teller when needed.
• Ensure proper documentation for all solutions to minimize exceptions.

Skills

Customer service

Sales focus

Relationship building

Communication skills

Attention to detail

Time management

Regulatory awareness

Team collaboration

Adaptability

Professional demeanor

Education

High school diploma or equivalent

College education preferred

Job description

Renasant Bank is seeking a Personal Banker to deliver a best-in-class customer experience and act as the customer's financial advisor of choice. You will engage existing and prospective clients to meet their financial needs, drive deposits, and collaborate with the branch team to achieve sales and service goals.

The role emphasizes proactive relationship building, regulatory awareness, and a commitment to accuracy in processing transactions.