Virtual Banker

Renasant Bank - Lawrenceville, GA

Full-time - Entry Level

Lawrenceville, GA

Credit Intermediation and Related Activities

About the position

The Virtual Banker at Renasant Bank will utilize Interactive Teller Machine (ITM) live video technology to provide a comprehensive range of banking services. This role focuses on delivering exceptional customer service, processing transactions, and identifying sales opportunities while maintaining a strong knowledge of the bank's products and services.

Responsibilities

• Meet or exceed established standards of performance for service and sales while providing an exceptional customer experience.
• Maintain confidentiality and security of customer information according to regulatory and company guidelines and policies.
• Process customer transactions accurately including deposits, transfers, stop payments, loan payments, etc.
• Provide customers with answers to inquiries regarding a broad range of financial services in an efficient and timely manner.
• Uncover banking needs through the discovery process by initiating conversations with customers and promoting bank products and services.
• Investigate, track, and resolve customer problems and inquiries in a timely manner.
• Maintain knowledge of Customer Experience Center policies and procedures, bank products and services, and regulations to protect the bank from unnecessary risk.
• Participate in training and other learning opportunities to expand knowledge of the company and position.
• Exhibit positive team spirit and willingness to help customers, both internal and external.
• Perform other related duties as assigned.

Requirements

• High school diploma or equivalent required, college education preferred.
• Minimum of 1 year of experience in customer service and/or sales required.
• Detail-oriented with good organizational skills.
• Ability to produce individual and team sales and customer experience results.
• Effective written and verbal communication skills, including a pleasant tone.
• Proven ability to work closely with others in a willing and professional manner to resolve problems and address needs.
• Strong sales and marketing skills, with proven ability to sell bank products and services preferred.
• Strong sense of teamwork and ability to work cooperatively in a team environment.
• Comfortable using a variety of technology software products.
• Knowledge of bank policies and procedures, regulations, and operational issues related to banking preferred.
• Ability to work and adhere to a flexible schedule in a demanding and fast-paced environment.

Nice-to-haves

• Strong sales and marketing skills, with proven ability to sell bank products and services preferred.