Relationship Banker & Financial Advisor

Renasant Bank; Tallahassee (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

Renasant Bank is seeking a Personal Banker to engage existing and prospective customers, delivering a best-in-class experience and proactive financial guidance. You will build relationships, execute service standards, and collaborate with the Branch Manager to meet sales and operational goals in a dynamic banking environment.

The ideal candidate brings 1+ year of customer and sales experience, strong communication, and excellent attention to detail, with the ability to travel between branches

Qualifications

• 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.
• 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

• 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

Skills

Customer service

Sales experience

Communication skills

Attention to detail

Time management

Regulatory compliance

Tech proficiency

Industry knowledge

Travel willingness

Education

High school diploma or equivalent

Job description

Renasant Bank is seeking a Personal Banker to engage existing and prospective customers, delivering a best-in-class experience and proactive financial guidance. You will build relationships, execute service standards, and collaborate with the Branch Manager to meet sales and operational goals in a dynamic banking environment.

The ideal candidate brings 1+ year of customer and sales experience, strong communication, and excellent attention to detail, with the ability to travel between branches