Trusted Personal Banker & Financial Advisor

Renasant Bank; Canton (GA); On-site; USD 42,000 - 54,000; Full time

Job summary

Renasant Bank in Canton, GA is seeking a Personal Banker - Floating to deliver best-in-class service while proactively meeting customers' financial needs. You will build relationships and provide financial guidance as a trusted advisor.

As part of a proactive sales and service team, you will support deposits, accounts, and referrals, collaborating with branches to maintain strong compliance and operational standards.

Qualifications

• Minimum of 1 year related customer experience and sales experience required.
• Strong dedication and motivation to achieving sales, service, and operational results.
• Ability to travel for training and between branches as needed.
• Comfortable using technology software to process transactions.
• Aptitude to read, understand and apply all regulations, policies and procedures.

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

Time management

Attention to detail

Regulatory knowledge

Adaptability

Interpersonal skills

Team collaboration

Education

High school diploma or equivalent

College education preferred

Tools

Banking software

Job description

Renasant Bank in Canton, GA is seeking a Personal Banker - Floating to deliver best-in-class service while proactively meeting customers' financial needs. You will build relationships and provide financial guidance as a trusted advisor.

As part of a proactive sales and service team, you will support deposits, accounts, and referrals, collaborating with branches to maintain strong compliance and operational standards.