Job Description
BASIC PURPOSE: Provide high quality customer service by accurately and efficiently completing bank transactions as well as identifying products to meet financial needs of bank customers. Other duties may be assigned.
PRINCIPLE ACCOUNTABILITIES
Provide high quality customer service within the branch, including:
Cash checks according to bank policies and procedures
Accept deposits for checking and savings accounts; verify cash and checks received; determine proper short and long-term holds to be placed on deposited funds, in accordance with Regulation CC.
Accept payments for various types of loans.
Accept stop payments, revocations, stop ranges, alerts, address changes, check orders, deposit slip orders, telephone transfers, items for collections.
Close checking and savings accounts.
Process night deposits; mail receipts and records.
Resolve customer's problems with scope of authority.Sell cashier's checks.
Order Debit/ATM cards; notify “Hot Card” department and complete unauthorized usage report.
Contribute to overall banking center operations
Balance cash and daily transactions and ATM.
Understand and ensure compliance for regulations and reporting, including but not limited to: BSA, OFAC, CIP, etc...
Verify check orders.
Prepare change order.
Assist with opening and closing banking center.
Support a sales environment and actively seek opportunities to cross-sell bank products, make customer referrals in support of the retail scorecard goal.
Adhere to the policies and procedures in Teller Manual.
Attend and/or complete applicable and required training sessions.
EDUCATION, EXPERIENCE, SKILLS:
Education- High school diploma or equivalent (GED)
Experience- Three (3) months of cash handling, sales or related experience.
BankFirst is an EO employer- Veteran/Disability
$28k-33k yearly est. 8d ago
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Appraisal Officer
Renasant Bank 4.3
Birmingham, AL job
Job ID 2025-14456
The Appraisal Officer serves as a business partner and consultant to the areas assigned to support.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Manage an active pipeline of appraisals and evaluations
Analyze appraisals as to content, USPAP compliance, FIREEA compliance, and credibility of value indications
Perform written evaluations on real estate
Maintain and enhance the relationships with the bank's customers and referral sources
Participate in setting organizational and departmental goals and expectations where appropriate
Monitor new developments in appraisal policies and compliance with appropriate regulations and suggest changes in appraisal review policy
Provide guidance for lending personnel
Participate in community activities and events
Perform other related duties as assigned
Qualifications
High School diploma or equivalent
Minimum of 4 years of job related experience
Certified General Real Estate Appraisal License required
Completion of all necessary continuing education for a Certified General Appraisal license
Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, and procedure manuals
Ability to effectively present information and respond to questions from groups of managers, lenders, customers and the general public
Ability to apply concepts such as discounted cash flow models, direct capitalization, sales comparison, cost approach and proportions to practical situations within the review and evaluation process
Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form
Ability to communicate orally and electronically with lenders and others as to the appraisal review and evaluation process
Knowledge of Federal and State laws and regulations involving real estate appraisals
Proficient in Microsoft Office suite of products including Outlook, Word and Excel
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 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.
Job ID 2025-14153
The Mortgage Wholesale/Correspondent Account Executive will develop relationships with Mortgage Brokers and Bankers, which involves training and educating the brokers and bankers in Renasant wholesale mortgage products.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Identify qualified mortgage brokers, banks, credit unions, and other mortgage professionals and establish contractual relationships with those professionals to provide a flow of real estate mortgage loans to the wholesale division of Renasant Bank
Perform other related duties as assigned
Qualifications
High school diploma or equivalent required
Ability to originate 1-4 family residential mortgage products
Thorough knowledge of FHLMC/FNMA, FHA, VA and other general mortgage banking lending procedures and requirements
Ability to deal cordially with the public
Ability to organize time effectively
Ability to comprehend and learn in a short period of time
Extensive problem solving ability in a quick and accurate manner
Ability to represent Renasant Bank in a professional manner projecting the image of "Customer Focused Banking"
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 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.
$50k-69k yearly est. 2d ago
Portfolio Manager
Renasant Bank 4.3
Homewood, AL job
Job ID 2025-14688
The Portfolio Manager will be responsible for managing a developed and extensive commercial loan portfolio for Corporate Commercial Real Estate lending. This position will work with Commercial Relationship Officers, Loan Assistants, and customers to gather relevant needed information, prepare documents, obtain financial statements, and assist in loan reviews. The Portfolio Manager will support lenders in all aspects of the relationship.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Work with both Loan Assistant and Lender to collect financial and related data in order to determine the general credit worthiness of prospects and customers and determine the merits of the specific loan request
Prepare the loan submission form, addendums, and other components of the loan submission package for both new and maturing loans
Otherwise assist in all aspects of managing Lender's portfolio
Obtain and retain product knowledge
Support the collection of past due loans
Support the clearing of financial statement and documentation exceptions
Direct financial information to credit analysts for spreading and analysis
Monitor new developments in lending, compliance with loan policies, and compliance with appropriate regulations
Maintain working knowledge of loan documentation and bank terminology
Assist in preparation of various reports and submissions to credit administration and loan review
Participate with Lender in ongoing marketing to include making direct sales calls to prospects and customers
Ability to deal tactfully and effectively with customers as well as fellow employees
Assume ownership of assigned loans with little or no direct supervision
Perform other related duties as assigned
Qualifications
Minimum:
A high school diploma or equivalent required, College degree with emphasis in Finance and/or Accounting or equivalent experience in financial analysis is preferred
1 year previous lending experience or 3 years job related experience
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and procedure manuals
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
Financial and analytical skills
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Customer service orientation
Preferred:
Knowledge of Federal laws and regulations involving loans
Ability to analyze a credit application for completeness and for documents needed on loans
Ability to operate computer and to be proficient with Word, Excel, and Power Point as well other internal Bank programs and systems
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 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.
$77k-135k yearly est. 2d ago
Commercial Relationship Pricing Analyst
Renasant Bank 4.3
Birmingham, AL job
Job ID 2025-14837
The Commercial Relationship Pricing Analyst is responsible for the bank's commercial relationship and consumer loan pricing.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Administer the Commercial pricing platform
Serve as primary point of contact with producers and other stakeholders in pricing deals
Develop comprehensive analytics at the relationship, product, market and line of business levels
Assist in real estate transactions and market development
Participate in meetings with Senior management, Risk management, Internal Audit, Regulatory Agencies, and other key stakeholders
Ensure compliance with internal controls, policies and procedures
Perform other related duties as assigned
Qualifications
Bachelor's degree in finance, accounting, economics, management information systems, data analytics, or computer science (or additional years of directly related experience, above the minimum, will be considered)
Minimum of 2 years of relevant work experience at a financial institution
CFA charter, CPA license, or desire to obtain either is preferred
Ability to present to senior level management
Ability to think logically and analytically to analyze and solve problems
Ability to work independently and as part of a team
Must be able to prioritize and plan work activities as to use time efficiently
Ability to manage multiple deadlines
Proficient in Microsoft Office suite of products including Outlook, Word, and Excel
Knowledge of data, data analytics, financial analysis and reporting
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 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.
$46k-60k yearly est. 2d ago
Treasury Solutions Support Specialist
Renasant Bank 4.3
Birmingham, AL job
Job ID 2026-14997
The Treasury Solutions Support Specialist fulfills a key role for Renasant Bank's Treasury clients. This person must be motivated and passionate in creating legendary client support experiences through inbound and outbound service interactions with Treasury Solutions clients. This position serves as the front line for Treasury Solutions to respond to questions and issues, from clients and our banking partners, in a timely and efficient manner.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Must be a passionate advocate for providing exceptional client experiences for all Treasury Solutions products thereby attaining client retention and referenceability
Capture customer information in the core system or CRM database that promotes Know Your Customer as related to their Profile, Relationship, Preferences, and Interactions
Document the problem solving process such as decisions made, actions involved and final resolution in the core system or CRM database
Ensure that all relevant parties are updated frequently through the core system or CRM
Resolve client requests through proficient use of system tools, research and navigation within/outside the organization, or escalation to appropriate resource
Ensure any follow-up needed is provide timely
Escalate all complex and technical questions and issues to the appropriate resource as quickly and efficiently as possible ensuring that all known data regarding the incident is provided
Display patience and empathy in handling tough cases and/or difficult clients
Gather and document client feedback for sharing with the Product and Sales teams
Engage in continuous self-performance evaluation and self-training projects
Stay current and knowledgeable on all Treasury Solutions products and services
Stay current on industry trends (market conditions, regulatory changes, and competitor offers) to be effective in responding to client inquiries and needs
Adhere to Renasant Bank's Service Standards Policy and Core Values - RNSTX
Flexibility with work schedule, including possible nights and weekends
Adhere to regulatory guidelines for customer authentication and product disclosures
Maintain confidentiality and security of customer information according to regulatory guidelines and company policies
Seek opportunities to differentiate the customer experience through identifying solutions suitable for client's current or future needs based on life events and risk tolerances
Perform other related duties as assigned
Qualifications
A high school diploma or equivalent; Bachelor's degree is preferred
At least three years' banking experience with at least 1 year in a client facing role
A proven track record of understanding the client needs and delivering exceptional client service consistently
Excellent written and verbal communication skills is required. The Specialist must be able to manage internal and external relationships efficiently and effectively with the ability to articulate solutions to both internal and external stakeholders.
Excellent customer service skills
Strong analytical and problem solving skills
Demonstrated initiative and innovation to resolve issues effectively and efficiently - ability to "think outside the box"
PC Proficiency with various systems and software, including but not limited to Microsoft Office products
Must be able to:
Work and collaborate with others as a team at all levels
Multitask effectively
Organize and prioritize tasks to achieve goals
Perform role with minimal supervision
Be committed to seeking opportunities for continuous improvement and possess the ability to achieve results despite challenges
Ability to understand and apply policies and procedures of federal/state regulations
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 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.
$30k-36k yearly est. 2d ago
Commercial Relationship Officer
Renasant Bank 4.3
Huntsville, AL job
Job ID 2025-12933
The Commercial Relationship Officer will be responsible for establishing business relationships for the purposes of making commercial loans. This position is permitted to extend credit within established lending limits and to make recommendations and presentations on loans above that limit. This position is also responsible for developing and maintaining a loan portfolio, which provides maximum profitability to the bank with minimum risk.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Manage an active portfolio of small and medium to large loan relationships
Interview applicants, structure and negotiate loan terms, and analyze new and renewed loans
Approve loans within loan authority
Assign appropriate risk grades to loans and relationships
Develop and recommend pricing strategies and parameters
Actively participate in new business development program by identifying, developing, and documenting calls on prospective customers and referral sources for all bank products and services
Cross sell all company products and services
Obtain and retain product knowledge
Facilitate the collection of past due loans
Direct financial statements to commercial credit analysts for spreading and analysis
Respond to referrals from Senior Management of the bank, company, and others
Maintain and enhance the relationships with the bank's customers and referral sources
Participate in setting organizational and departmental goals and expectations where appropriate
Monitor new developments in lending, compliance with loan policies, and compliance with appropriate regulations, and suggest changes in credit policy
Provide training and guidance for lending personnel
Provide back up support for managing the internal and external audit examination process with respect to lending
Participate in community activities and organizations
Perform other related duties as assigned
Qualifications
High school diploma or equivalent required; Bachelor's degree preferred
1 year previous lending experience or 3 years job related experience
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and procedure manuals
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and local organizations
Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Professional sales ability
Professional verbal and written communication skills
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 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.
$34k-44k yearly est. 2d ago
Enterprise Fraud Manager
Renasant Bank 4.3
Birmingham, AL job
Job ID 2025-14905
The Enterprise Fraud Manager is responsible for the day-to-day operations of the Enterprise Fraud Team as well as the implementation of innovation and technology into the process of detecting and preventing fraud. The Enterprise Fraud Manager is responsible for working with all lines of business to build partnerships necessary for the detection and prevention of fraud.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Manage the day-to-day operational duties of the Enterprise Fraud Team including, but not limited to:
Coordinate preventative and detective processes designed to limit losses to the company and to customers using a risk-based approach
Protect the Company's financial position by making intelligent decisions, often with limited information, regarding various situations involving suspicious or fraudulent activity
Coordinate the monitoring and reporting of fraud losses across all channels
Ensure proactive and reactive adjustments to department activities and review parameters to ensure that resources are deployed in an effective and efficient manner
Maintain the policies and procedures of the Enterprise Fraud Department
Identify, design and implement controls needed to prevent fraud while maintaining awareness of the impact to client and employee experience
Identify, recommend, implement and maintain internally and externally developed fraud detection and prevention solutions/software
Remain informed regarding emerging payment channels, fraud trends, and actions needed to protect the bank and customers from related losses
Leverage data analytics to identify patterns of fraud and implement timely prevention strategies, develop strategies for collecting, reporting and monitoring fraud-related data
Collaborate with core processor to understand and implement fraud prevention strategies
Collaborate with other lines of business and assist with the design and implementation of controls needed to prevent and detect fraud
Participate in and contribute to projects related to the adoption of new products, services, processes, fraud prevention tools, etc.
Perform risk assessments, both formally and informally to identify risks
Evaluate control effectiveness and align resource allocations
Create and maintain organized case files, interact professionally with internal counsel, law enforcement and regulatory agencies regarding fraud cases
Assist with the development of educational materials for employees and customers
Perform other related duties as assigned
Qualifications
Bachelor's degree in Accounting, Finance, or Business preferred (or equivalent years of directly related experience will be considered)
AAP (Accredited ACH Professional) or APRP (Accredited Payments Risk Professional) Certification preferred
Minimum of 3 years of fraud-related job experience
Ability to manage and lead employees
Strong knowledge of banking processes including check clearing, wire transfer, ACH, debit cards, and other payment channels.
Ability to communicate effectively and professionally in all situations, including high-stress situations
Ability to work independently and as part of a team
Ability to multi-task and manage quickly developing situations
Ability to interact professionally with internal auditors, external auditors, regulators, and/or business units
Ability to manage problems involving several variables in situations where only limited standardization exists
Ability to be an effective contributor in a group setting where multiple points of view are present and decisions need to be made quickly
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 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.
$88k-111k yearly est. 2d ago
RFS Assistant
Renasant Corp 4.3
Daphne, AL job
The RFS Assistant will be responsible for assuring the completeness and accuracy of securities related documentation, as well as performing all acts required as a representative on any new walk-in security business. This position will support the job activities of a RFS Financial Consultant/Sales Manager and will support, where necessary, in the training and sales effort of Annuity and Securities Representatives. The RFS Assistant will be responsible for assisting customers, both existing and new, in the Securities area.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
* Help maintain good customer relations on a continuing basis
* Assist sales effort of the Manager by serving as a resource person and answering questions concerning all aspects of security transaction including, but not limited to, questions concerning qualifications, paperwork, and any other issue that may inhibit the sale
* Assist in organizing workflows and preparation of documents, memos, and various Financial Services correspondence. Read correspondence and memos directed to the manager, handle those of a routine nature either by writing, telephoning a response, or redirecting matters to proper parties to expedite handling
* Handle problems and questions from Platform Securities Representatives, Dedicated Representatives, Platform Annuity Agents, and clients. Also, assist dedicated representative(s) with securities documents, maintaining the files and managing appointment schedules
* Handle daily operational concerns and bring matters to a satisfactory conclusion
* Assist dedicated Representative/Manager in screening appointments, answering customer calls, and contacting existing customers
* Manage and coordinate the bank office function to ensure compliance with established policies and procedures
* Assist agents when their existing customers have questions or problems
* Order all supplies as requested by representative
* Process all new account paperwork for securities sales
* Responsible for sending funds to correct place
* Make and maintain files on all security customers
* Responsible for verifying that all new accounts receive a confirmation notice and that they are established correctly
* Assist customers as needed, i.e. account balances, completing transactions, and any paperwork questions
* Assist fund companies when additional information is needed regarding an account
* File all new and quarterly statements on each security account
* Maintain checks and securities log on all items sent out
* Maintain all required compliance files and upload online as required
* Responsible for sending securities paperwork to LPL Financial
* Order all literature, forms, applications, and prospectus as needed
* Assist branches as needed
* Audit all reports that come from LPL Financial relating to Securities
* Process all documentation from third-party firm relating to Securities and upload online as required
* Address problems with third-party firm as related to booking business and reports; respond to and fix these problems relating to Securities
* Process all incoming mail for department relating to Securities
* Perform other related duties as assigned
Qualifications
* High school diploma or equivalent required
* Minimum of 1 year of working in an FINRA regulated Environment experience
* Minimum of 1 year of coordinating securities and Annuity Sales Training experience
* Minimum of 1 year of coordinating annuity processing and paperwork experience
* Active Series 6 or 7, Series 63, and State Life insurance or ability to obtain in 6 months
* Strong knowledge of processing stock transactions, Mutual funds and variable annuities transactions is preferred
* Good organizational skills and the ability to perform multiple tasks with limited supervision
* Good analytical and problem solving skills
* Good human relations and communications skills with aptitude for sales and marketing
* Extensive knowledge of stock, mutual fund, annuity and other securities sales and processing procedures and knowledge of the delivery system for these products
* Good computer and key board skills
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 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.
$21k-35k yearly est. Auto-Apply 29d ago
Treasury Solutions Sales Analyst
Renasant Corp 4.3
Birmingham, AL job
The Treasury Solutions Sales Analyst will be responsible for providing new sales support to assigned Treasury Sales Officers and Treasury Sales Manager. This position will play a key role in new business development and sales support of prospective and existing clients.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
* Maintain a working knowledge of treasury products and pricing, allowing for the coordination and support of new business development
* Assist with obtaining new client documentation and creating required onboarding documents
* Assist the Treasury Sales Officers with driving new business opportunities by identifying client needs and cross-selling treasury products and services
* Assist with pricing functions such as new pricing requests and exception pricing requests
* Support marketing strategies and calling programs to uncover new opportunities with existing Treasury Management clients
* Assist Treasury Sales Officers with the development and coordination of presentations for prospective Treasury Management clients and for the expansion of existing relationships
* Identify cross-sale opportunities, referring them to the appropriate area
* Work with Treasury Management Sales Manager on project and divisional initiatives
* Perform other related duties as assigned
Qualifications
Minimum:
* High school diploma or equivalent required; Bachelor's Degree preferred
* Minimum of 4 years of banking experience
* Good understanding of financial institution products and services
* Good knowledge of Microsoft Word and Excel
* Good communication, analytical, organizational, and time management skills
* Must work with minimal supervision, show initiative, and interface closely with executive management
* Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
* Ability to effectively present information and respond to questions from community bank presidents, corporate department heads, employees, clients, and general public
Preferred:
* Knowledge of general banking regulations and operating practices
* Bachelor's Degree or 6 years related experience and/or training; or equivalent combination of education and experience
* Thorough knowledge of all bank policies and procedures and the management skills to implement them
* Experience with treasury management products and services
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 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.
$71k-92k yearly est. Auto-Apply 60d+ ago
Personal Banker
Renasant Corp 4.3
Orange Beach, AL job
Personal Bankers are intentional about delivering a consistent best in class customer experience. A Personal Banker is a customer service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their 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 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.
$22k-27k yearly est. Auto-Apply 53d ago
Business Development Officer
Renasant Corp 4.3
Birmingham, AL job
Employer: Republic Business Credit, a subsidiary of Renasant Bank This position serves Republic Business Credit which is a subsidiary of Renasant Bank. The VP, Business Development Officer "BDO" will proactively seek new clients, new referral sources and product-based industry partners in order to create additional revenue for the business. This role will represent Republic Business Credit throughout their regional market and the Renasant Bank footprint in coordination with our Client Acquisition strategy. This position will partner with referral sources, Renasant Relationship Managers, Market President's and our client service and underwriting teams to provide the best available solution to the client. Solutions include Republic's suite of products along with the various solutions provided by Renasant Bank. Renasant Bank provides Asset-Based Lending, Business Manager, Private Wealth, Treasury Solutions, SBA Lending, C&I Loans along with a suite of other products. While this role will be primarily focused on Republic Business Credit solutions, we expect collaboration with the Relationship Managers should always work towards the best client orientated solution.
This individual will be expected to proactively learn, engage and develop meaningful awareness of the commercial finance industry, Renasant Bank and their broader regional market.
The Business Development Officer will represent the Republic both internally and externally with professionalism and excellent communication skills throughout the client lifecycle. This position is expected to:
* Work closely with the underwriting, sales teams and Renasant bank teams in making informed credit decisions.
* Work closely with the Southeast Regional Manager, Underwriting Manager to review, assess and build new client relationship in compliance with policies and procedures.
* Actively participate in prospect efforts with and without Renasant Bank commercial relationship managers and in preparation of deal scrubs, income yields, call notes and key transaction points for issuing Letter's of Intent.
* Maintain an up-to-date understanding of the company, its products, its client base, and the market to implement effective and competitive letter of intents and client orientated solutions.
* Be current with the businesses operating procedures as set out in the Credit Policy, How to Guide, and other business resources.
* To manage the day-to-day responsibilities and activities within their region and be the main point of contact for Renasant Bank market leaders, team leaders and relationship managers where appropriate.
Location listed is preferred office location but other locations within these Metro areas in the Renasant footprint may be considered based upon convenience and business necessity.
REPUBLIC BUSINESS CREDIT AND RENASANT BANK ARE EQUAL OPPORTUNITY EMPLOYERS
Responsibilities
* Perform credit analysis by reviewing items including, but not limited to AR Agings, AP Agings, inventory reports, financials, projections and business documentation to complete the deal scrub for presentation for a letter of intent.
* At least monthly meetings throughout the agreed Renasant Footprint, joint prospect calls and working with the local relationship managers on the prospect calling efforts across our key industries of apparel, beverage, food, furniture, government contractors, manufacturers, distribution and oil field service where applicable to the local region.
* Regularly attend networking events, trade shows, industry events or company parties that provide opportunity to meet new referral sources and engage with current partners.
* Lead the customer conversation to obtain additional information or explanation detail throughout the client acquisition process while coordinating and escalating as appropriate.
* Identifies and assesses various business, industry and market risks to determine and categorize business trends, growth, cyclical nature, seasonality, business cycle and stages to apply findings to credit analysis.
* Owns primary responsibility for communicating with referral sources and prospective clients throughout process, including qualification, issuance and receiving a executed Letter of Intent. To work collaborating with underwriting as necessary throughout the process.
* Achieve personal clients acquisition targets by creating new leads, issuing letters of intent, attend networking event, trade shows and visit with referral sources throughout the region.
* Establish and maintain relationships with referral sources such as bankers, brokers, CPA's, turnaround consultants, equity providers, etc.
* Develop quarterly marketing plans, identify areas for support, collaboration and provide a resulting marketing plan that meets and exceeds objectives.
* Develop your knowledge of the industry, competitors, referral sources and prospects to ensure that our market solutions and rates are competitive and structured appropriately.
* Consistently represent the business in the marketplace professionally, communicating internally and externally consistent with our company values.
* Ensure new client opportunities are in line with our Credit Policy & Procedures, work with sales administrators, business development associates and members of the Client Acquisition Team to ensure the databases and information is accurate and current.
* Perform other related duties as assigned
Qualifications
* Bachelor Degree required
* 5-10 years of related experience preferred
* Strong problem solving skills
* Ability to critically think and evaluate solutions to complex problems
* Strong communication skills
* Ability to seek and gather information from a variety of sources
* Accurate and thorough in all work duties
* Ability to work independently while collaborating in a team environment
* Ability to meet deadlines and manage expectations
* Effective interpersonal skills
* Ability to recommend appropriate solutions
* Competency in Microsoft Office (particularly Word and Excel) and Google (Google Mail, Google Docs/Sheets and Google Drive)
* Ability to travel, including overnight
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 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.
$42k-68k yearly est. Auto-Apply 60d+ ago
Mortgage Banker
Renasant Corp 4.3
Birmingham, AL job
The Mortgage Banker will be responsible for establishing and maintaining relationships with Renasant Bank Branch Managers, Realtors, and Builders throughout a designated service area for the purpose of generating production of all one to four family residential products (conforming, conventional, FHA, and VA, as well as other products as they become available). This individual will serve as the facilitator of the mortgage loan process and also must maintain productive relationship with mortgage operations staff.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
* Originate all types of 1-4 family residential loans
* Maintain written goals that are created in conjunction with the Mortgage Banking Department
* Coordinate loan production throughout assigned service area
* Maintain prescribed system status report of all loan cases in process
* Report monthly on the calls made to banks, realtors, and builders
* Communicate with the Mortgage Banking department in order to clarify program changes or updates to branch personnel throughout assigned service area
* Counsel and communicate with the prospective borrower for the purpose of determining what loan products would be applicable
* Schedule appointments to take applications at a location (home, branch office, or work location) convenient to the customer, and work with the customer in the completion of an accurate application and acquisition of supporting documentation
* Gather additional information required for the closing of the mortgage which is requested by the Mortgage Banking Department in a timely manner and maintain a status report of all loans in process
* Assist customer with closing contingencies
* Prepare Good Faith Estimate and Truth-In-Lending within 72 hours from date of application on all applications taken
* Provide the Realtor (if applicable) with a weekly written review on the progress of the loan
* Educate and update branch personnel throughout immediate service area on identification of conforming loan requirements and how to answer customer inquiries
* Establish rapport with the local real estate community and update regularly on programs available by calling on realtors, builders, and attorneys that have an existing relationship with Renasant Bank for the solicitation of the origination of mortgage loans and to determine product needs and coordinate these needs with supervisor
* Survey local market areas regularly
* Establish priority accounts (realtors, builders, title companies, etc.) and visit respective offices at least once a week
* Conduct seminars for local realtors and new associates on different aspects of lending; i.e., conventional, FHA/VA, ARM's, CRA)
* Become active in local affiliations relative to mortgage loan production; i.e., Board of Realtors, Home Builders Association
* Perform all duties in compliance with state and federal regulations and internal policies and procedures as is applicable to the responsibilities of the position
* Attend production meetings as designated by management
* Maintain licenses and certifications, if applicable
* Work independently in an outside sales setting which requires reliable transportation
* Perform other related duties as assigned
The aforementioned duties are all essential job functions of this position.
Qualifications
* High School diploma or equivalent required
* Ability to originate 1-4 family residential mortgage products
* Thorough knowledge of FHLMC/FNMA, FHA, VA, and other general mortgage banking lending procedures and requirements
* Ability to communicate verbally and in writing and to deal cordially with the public
* Ability to organize time effectively
* Ability to learn and comprehend regulatory directives and procedures in a short period of time
* Ability to represent Renasant Bank in a professional manner projecting the image of "Customer Focused Banking"
* Ability to work independently and make decisions following state and federal regulatory guidelines
* Must have a reliable means of transportation to facilitate responsibilities
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 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.
$17k-27k yearly est. Auto-Apply 60d+ ago
Teller-Floating
Renasant Bank 4.3
Citronelle, AL job
Job ID 2025-14720
Tellers are responsible for processing transactions, assisting with customer inquiries, and recognizing and referring sales opportunities to other bank representatives and/or lines of business when appropriate, while acting in compliance with bank policies and procedures. This position must understand the importance of accuracy and protocol in transactions within bank policy while creating an exceptional customer experience and mitigating risk for both the customer and the bank. This position will serve as the first point of contact and, therefore, demonstrate Renasant Banks Sales and Service vision by providing excellent customer service and accurate completion of transactions.
Senior Tellers will carry additional operational and sales performance goals and will often serve as the critical back-up to the Head Teller. Senior Tellers will lead by example and serve as a role model in the branch in all facets of the teller role.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
An effective Teller is capable of driving a best in class branch experience in 3 primary areas of responsibility: Service execution, sales execution, and operational excellence.
Process customer transactions effectively and efficiently, including deposits, withdrawals, transfers, loan payoffs and draws, official checks, etc.
Recognize/identify all customer needs, cues, and clues in every transaction and properly refer customers to the platform for an additional needs based conversation
Execute the Renasant Bank service standards in every customer and teammate interaction
Understand and listen for customer issues and concerns and either own the problem or refer to a branch teammate who can help address the concern
Maintain service knowledge standards in conjunction with related regulations, policies, and procedures
Execute daily operations including balancing, supplies ordering, balancing the ATM and vault, and performing branch capture procedures
Protect the bank from unnecessary risk by following compliance, risk, and operational procedures
Stay up-to-date and focused on all regulations, policies, and procedures related to Teller and other branch operations
Assist the Head Teller on additional operational procedures as necessary, including quarterly branch assessments
May assist with coaching and mentoring, and serve as a role model in all areas of operations, for all teller teammates
Perform other related duties as assigned
Qualifications
High school diploma or equivalent required
1 year teller experience and/or previous cash handling experience preferred
6 months of customer service experience preferred
Ability to communicate with customers and identify opportunities to help customers with their financial needs by identifying cues and clues while processing their transaction
10-Key skills
Mathematical skills, including the ability to count cash and coin in a fast paced environment
Good interpersonal skills
Effective written and verbal communication skills
Knowledge of and the ability to learn bank products and solutions
Ability to travel for training, other development opportunities, and between branches, as needed
For all Senior Tellers:
Minimum of 1 year successful teller experience
Minimum of 1 year previous back-up Head Teller experience required
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 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.
$29k-32k yearly est. 2d ago
Mortgage Loan Officer Assistant
Renasant Corp 4.3
Montgomery, AL job
The Mortgage Loan Officer Assistant's primary responsibilities will be to assist the Mortgage Banker with the mortgage loan process; assist with borrower and referral partner marketing; follow up with borrowers and referral partners to insure to facilitate various steps in the mortgage loan process and to ensure top-level customer service; support the SLO through loan tracking; and maintain communication between the team (loan officer and processor) and all interested parties using various mediums of communication.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
* Receive all loan files from Mortgage Banker via email or paper form
* Meet regularly with Mortgage Banker to keep communication on loan files and marketing current
* Maintain customer and referral partner retention software Loan Tool Box
* Assist Mortgage Banker with new applications
* Input loan application data in system for loan applications not received via Internet
* Create customer folder in shared drive
* Pull Credit
* Send loan application documents to borrowers if requested by Mortgage Banker
* Retrieve new loan applications from Internet website and inform Mortgage Banker of new loan file
* Gather and store any documentation brought to office from customers and scan to Mortgage Banker
* Perform certain tasks based upon type of transaction:
* Purchase Transactions
* Gather all referral partner information and enter in Loan Tool Box (LTB) which is the referral partner and customer marketing retention software
* Enter customer information in LTB
* Make initial "Welcome" call to listing and selling agents on behalf of Mortgage Banker introducing team and verifying information for closing
* Send initial personalized letter from Mortgage Banker to listing and/or selling agent
* Schedule loan closing with assigned closing attorney and follow-up with attorney office to insure any and all information required is received in timely manner
* Track loan status with the assistance of processor, i.e., appraisal status, title status etc. based upon key elements Mortgage Banker wants reported to referral partners
* Track loan file progress through underwriting to insure loan packages are sent to closing attorney within 72 hours of closing
* Follow-up with closing attorney for HUD-1, deliver to Mortgage Banker for review and distribution to all interested parties
* Make "Goodbye" call 24 hours prior to closing to all interested parties to review final closing date and time and any determined script the Mortgage Banker has prepared for those involved
* Update customer information in LTB to reflect new loan data
* Refinance Transactions
* Enter customer information or update current information if a returning customer
* Make initial "Welcome" call to borrowers to introduce team on behalf of Mortgage Banker and verify closing information
* Schedule loan closing with chosen attorney and follow up with attorney to insure all information has been received
* Track loan status through processing and underwriting to insure loan package is sent to attorney within 48 hours of closing
* Obtain HUD-1 for Mortgage Banker to distribute to borrowers
* Verify final loan closing time and make "Goodbye" call to borrowers 24 hours prior to closing to review final closing information
* Update LTB with final loan data
* Perform marketing and customer service related activities
* Perform other related duties as assigned
Qualifications
* High school diploma or equivalent required
* Minimum of 2 years job related experience
* Ability to operate a personal computer using Microsoft Word and Excel
* Working knowledge of loan documentation and bank terminology
* Basic knowledge of Accounting
* Ability to deal tactfully and effectively with customers as well as fellow employees
* Ability to learn and utilize all necessary computer applications. Knowledge of the same is preferred
* Ability to follow instructions, policies and procedures
* Must be detail oriented and organized
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 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.
The Mortgage Wholesale/Correspondent Account Executive will develop relationships with Mortgage Brokers and Bankers, which involves training and educating the brokers and bankers in Renasant wholesale mortgage products. RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
* Identify qualified mortgage brokers, banks, credit unions, and other mortgage professionals and establish contractual relationships with those professionals to provide a flow of real estate mortgage loans to the wholesale division of Renasant Bank
* Perform other related duties as assigned
Qualifications
* High school diploma or equivalent required
* Ability to originate 1-4 family residential mortgage products
* Thorough knowledge of FHLMC/FNMA, FHA, VA and other general mortgage banking lending procedures and requirements
* Ability to deal cordially with the public
* Ability to organize time effectively
* Ability to comprehend and learn in a short period of time
* Extensive problem solving ability in a quick and accurate manner
* Ability to represent Renasant Bank in a professional manner projecting the image of "Customer Focused Banking"
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 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.
$50k-69k yearly est. Auto-Apply 59d ago
Business Banking Officer
Renasant Corp 4.3
Madison, AL job
The Business Banking Officer will be responsible for building a book of business and managing a loan and deposit portfolio primarily focused on business and consumer relationships. Loans should generally fit within the SBLU, BBLU and DecisionPro models. In addition, this role will be responsible for business development, calling on prospects, and using networking and referral sources to grow a portfolio and cross sell related bank services.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
* Manage an active portfolio of small business and consumer loans and deposits
* Achieve loan and deposit goals provided by management
* Interview applicants, structure and negotiate loan terms, and analyze new and renewed loans
* Review applications and financial information for completeness and follow up on any missing documentation
* Prepare and send required disclosures in a timely manner to avoid exceptions
* Conduct collateral and other analysis as needed to render a credit decision
* Possess the ability and willingness to approve loans within loan authority
* Actively participate in new business development program by identifying, developing and documenting calls on perspective clients to generate new loan and deposit opportunities
* Manage the loan closing processing, which includes working directly with back office departments and third party vendors
* Provide back up support for other branch functions
* Participate in community activities and events
* Obtain and retain product knowledge
* Cross sell all company products and services
* Handle customer problem resolution
* Perform other related duties as assigned
Qualifications
* High School diploma or equivalent required. College education preferred, but not required
* 2 years of banking, credit or other financial services experience required
* Background in retail banking, consumer lending, and commercial lending preferred
* Demonstrate high level of sales and service skills
* Ability to analyze credit applications for completeness on all types of loans
* Knowledge of Federal laws and regulations involving loans and deposits
* Good decision making, planning and organizing skills
* Technical knowledge and proficiency to handle the activities and responsibilities of the job
* Effectively communicate with clients, branch personnel, officers and senior management
* Professional verbal and communication skills
* Professional sales ability
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 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.
$51k-76k yearly est. Auto-Apply 1d ago
Teller I
Bankfirst Financial Services 4.2
Bankfirst Financial Services job in Fayette, AL
BASIC PURPOSE: Provide high quality customer service by accurately and efficiently completing bank transactions as well as identifying products to meet financial needs of bank customers. Other duties may be assigned. PRINCIPLE ACCOUNTABILITIES * Provide high quality customer service within the branch, including:
* Cash checks according to bank policies and procedures
* Accept deposits for checking and savings accounts; verify cash and checks received; determine proper short and long-term holds to be placed on deposited funds, in accordance with Regulation CC.
* Accept payments for various types of loans.
* Accept stop payments, revocations, stop ranges, alerts, address changes, check orders, deposit slip orders, telephone transfers, items for collections.
* Close checking and savings accounts.
* Process night deposits; mail receipts and records.
* Resolve customer's problems with scope of authority.Sell cashier's checks.
* Order Debit/ATM cards; notify "Hot Card" department and complete unauthorized usage report.
* Contribute to overall banking center operations
* Balance cash and daily transactions and ATM.
* Understand and ensure compliance for regulations and reporting, including but not limited to: BSA, OFAC, CIP, etc...
* Verify check orders.
* Prepare change order.
* Assist with opening and closing banking center.
* Support a sales environment and actively seek opportunities to cross-sell bank products, make customer referrals in support of the retail scorecard goal.
* Adhere to the policies and procedures in Teller Manual.
* Attend and/or complete applicable and required training sessions.
EDUCATION, EXPERIENCE, SKILLS:
* Education- High school diploma or equivalent (GED)
* Experience- Three (3) months of cash handling, sales or related experience.
BankFirst is an EO employer- Veteran/Disability
$28k-33k yearly est. 11d ago
Commercial Relationship Officer
Renasant Corp 4.3
Huntsville, AL job
The Commercial Relationship Officer will be responsible for establishing business relationships for the purposes of making commercial loans. This position is permitted to extend credit within established lending limits and to make recommendations and presentations on loans above that limit. This position is also responsible for developing and maintaining a loan portfolio, which provides maximum profitability to the bank with minimum risk.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
* Manage an active portfolio of small and medium to large loan relationships
* Interview applicants, structure and negotiate loan terms, and analyze new and renewed loans
* Approve loans within loan authority
* Assign appropriate risk grades to loans and relationships
* Develop and recommend pricing strategies and parameters
* Actively participate in new business development program by identifying, developing, and documenting calls on prospective customers and referral sources for all bank products and services
* Cross sell all company products and services
* Obtain and retain product knowledge
* Facilitate the collection of past due loans
* Direct financial statements to commercial credit analysts for spreading and analysis
* Respond to referrals from Senior Management of the bank, company, and others
* Maintain and enhance the relationships with the bank's customers and referral sources
* Participate in setting organizational and departmental goals and expectations where appropriate
* Monitor new developments in lending, compliance with loan policies, and compliance with appropriate regulations, and suggest changes in credit policy
* Provide training and guidance for lending personnel
* Provide back up support for managing the internal and external audit examination process with respect to lending
* Participate in community activities and organizations
* Perform other related duties as assigned
Qualifications
* High school diploma or equivalent required; Bachelor's degree preferred
* 1 year previous lending experience or 3 years job related experience
* Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and procedure manuals
* Ability to effectively present information and respond to questions from groups of managers, clients, customers, and local organizations
* Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations
* Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
* Professional sales ability
* Professional verbal and written communication skills
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 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.
$34k-44k yearly est. Auto-Apply 60d+ ago
Teller-Floating
Renasant Corp 4.3
Citronelle, AL job
Tellers are responsible for processing transactions, assisting with customer inquiries, and recognizing and referring sales opportunities to other bank representatives and/or lines of business when appropriate, while acting in compliance with bank policies and procedures. This position must understand the importance of accuracy and protocol in transactions within bank policy while creating an exceptional customer experience and mitigating risk for both the customer and the bank. This position will serve as the first point of contact and, therefore, demonstrate Renasant Banks Sales and Service vision by providing excellent customer service and accurate completion of transactions.
Senior Tellers will carry additional operational and sales performance goals and will often serve as the critical back-up to the Head Teller. Senior Tellers will lead by example and serve as a role model in the branch in all facets of the teller role.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
An effective Teller is capable of driving a best in class branch experience in 3 primary areas of responsibility: Service execution, sales execution, and operational excellence.
* Process customer transactions effectively and efficiently, including deposits, withdrawals, transfers, loan payoffs and draws, official checks, etc.
* Recognize/identify all customer needs, cues, and clues in every transaction and properly refer customers to the platform for an additional needs based conversation
* Execute the Renasant Bank service standards in every customer and teammate interaction
* Understand and listen for customer issues and concerns and either own the problem or refer to a branch teammate who can help address the concern
* Maintain service knowledge standards in conjunction with related regulations, policies, and procedures
* Execute daily operations including balancing, supplies ordering, balancing the ATM and vault, and performing branch capture procedures
* Protect the bank from unnecessary risk by following compliance, risk, and operational procedures
* Stay up-to-date and focused on all regulations, policies, and procedures related to Teller and other branch operations
* Assist the Head Teller on additional operational procedures as necessary, including quarterly branch assessments
* May assist with coaching and mentoring, and serve as a role model in all areas of operations, for all teller teammates
* Perform other related duties as assigned
Qualifications
* High school diploma or equivalent required
* 1 year teller experience and/or previous cash handling experience preferred
* 6 months of customer service experience preferred
* Ability to communicate with customers and identify opportunities to help customers with their financial needs by identifying cues and clues while processing their transaction
* 10-Key skills
* Mathematical skills, including the ability to count cash and coin in a fast paced environment
* Good interpersonal skills
* Effective written and verbal communication skills
* Knowledge of and the ability to learn bank products and solutions
* Ability to travel for training, other development opportunities, and between branches, as needed
For all Senior Tellers:
* Minimum of 1 year successful teller experience
* Minimum of 1 year previous back-up Head Teller experience required
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 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.
$29k-32k yearly est. Auto-Apply 60d+ ago
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BankFirst Financial Services may also be known as or be related to Bank First Capital Corp., BankFirst Capital Corp, BankFirst Capital Corporation, BankFirst Financial Services, Bankfirst Capital Corporation, Bankfirst Financial Services and Bankfirst Financial Services (Mississippi).