Location: Nashville, TN
Company: Renasant Bank
financial needs. With a deep understanding of Renasant Bank customer engagement model, you spend time executing and role modeling by serving as our customer's financial advisor of choice. Personal Bankers should be self-motivated to achieve consistent and balanced performance in customer experience, deposits, acquisition and retention of accounts, and partner referrals to drive income for the branch.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities An effective Personal Banker is capable of driving a best in class branch experience in 3 primary areas of responsibility: Service execution, sales execution and operational excellence. 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 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 For all Senior Personal Bankers: Minimum of 2 years of successful personal sales experience Ability to handle complex transactions with limited supervision Operational strength with limited exceptions Proficient in all aspects of bank products and solutions, including IRA's and complex business accounts For all Licensed Personal Bankers: Current State insurance license Ability to meet licensing requirements as established by the Bank's broker/dealer, if applicable Maintain current knowledge of some non-FDIC insured solutions, including annuities and life insurance Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential 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 talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.
e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word " May" This job description is intended to describe the normal level of work required by the person performing the work.
The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
Banking jobs refer to positions within the financial services sector where individuals manage money, credit, and other financial transactions for clients. These roles include investment banking, retail banking, and wealth management among others. Some characteristics of banking jobs are their focus on financial analysis, risk management, customer service, and compliance with regulatory standards. These roles often require strong analytical skills, attention to detail, and a solid understanding of financial markets. Additionally, banking professionals must continuously adapt to evolving financial technologies and regulatory changes.
Banking jobs refer to employment opportunities within the banking sector, which includes retail banks, investment banks, and other financial institutions. These roles vary from customer-facing positions like personal bankers, who assist with account management and financial advice, to behind-the-scenes roles such as analysts and compliance officers. Key characteristics of banking jobs often include handling financial transactions, analysis of economic trends, risk assessment, and providing financial services. The sector is known for its structured career paths, competitive salaries, and its significant impact on the broader economy. Moreover, banking roles demand strong numerical skills, attention to detail, and a deep understanding of financial regulations and markets.
bonds we build are the foundation of our credit union. As the largest, exclusive firefighter credit union in the nation with $2.0B in assets, we serve over fifty thousand members in more than seven hundred fire departments. Currently, we have an immediate opening for a Member Advisor to join our team to support Virtual Branch (Call/Contact Center).
Utilizing our Service Enablers to be available, connect with the members, handle their requests, look out for them, and going above & beyond allows MAs to interact with members over the phone to Improve the Financial Lives of Our Fire Family. Typical responsibilities: Recommend FFCU financial products and services to members to meet individual
member needs. Process and manage member accounts and/or open new and sub-accounts. Process, manage and decision consumer loan applications per consumer lending policies and underwriting guidelines.
Process and manage credit and debit cards. Troubleshoot, research, respond, and provide training on member services technology and related issues. Work with other employees and departments to ensure member requests are processed for investments, mortgages, business loans, and insurance. Participate in special projects and perform other assignments as needed. May occasionally travel to attend meetings, conferences, training, or other work-related events. Basic Qualifications: Experience in technical
support, sales, customer service, and banking at a Credit Union or Banking institution.
Experience with consumer loan application and processing. Experience with account opening and teller transactions. High School Diploma or GED Benefits: We offer exceptional benefits to our employees, including: Competitive salary with a pay for performance bonus Fully paid Medical, Dental, and Vision benefits package for employees. Fully paid Life insurance, AD&D, short and long-term disability coverage 401k plan with a 3% safe harbor from the credit union and a matching program of up to 4% Education reimbursement of up to $5,250 annually, along with a 0% education loan assistance program Pet Insurance 3 weeks of PTO annually including 2 ½ days of float time.
9 paid holidays plus 2 half days Firefighters First Federal Credit Union is an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, interactionual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.
To request reasonable accommodation, contact Human Resources at.
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! Job Description: This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM.
This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities): --- Executes the bank's risk culture and strives for operational excellence--- Builds relationships with individual clients to meet their financial needs--- Follows established processes and guidelines in daily activities
to do what is right for clients and the bank, adhering to all applicable laws and regulations--- Grows business knowledge and network by partnering with experts in small business, lending and investments--- Manages financial center traffic, appointments and outbound calls effectively--- Drives the client experience--- Manages cash responsibilities You're a person who (required skills): --- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
--- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
--- Is confident in identifying solutions for new and existing clients based on their needs. --- Communicates effectively and confidently, and is comfortable engaging all clients. --- Has the ability to learn and adapt to new information and technology platforms. --- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). --- Applies strong critical thinking and problem-solving skills to meet clients' needs.
--- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. --- Efficiently manages your time and capacity. --- Focuses on results, while acting in the best interest of the client. --- Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): --- Experience in financial services and knowledge of financial services industry, products and solutions. --- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
--- Six months of cash handling experience. --- Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills Used in this Role: --- Customer Service--- Risk Management--- Consumer Products and Solutions--- Overcoming Objections--- Risk Management--- Cash Management--- Demonstrating Technology--- Relationship Management--- Active Listening--- Learning Agility--- Problem Solving--- Critical Thinking--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40
