Renasant Bank · 1 month ago
Customer Experience Specialist
Renasant Bank is a financial institution seeking a Customer Experience Specialist to provide exceptional service in a professional call center environment. The role involves handling customer inquiries, promoting bank products, and maintaining a broad knowledge of the financial industry.
BankingConsultingFinancial Services
Responsibilities
Meet or exceed established standards of performance for service and sales while providing an exceptional customer experience
Maintain confidentiality and security of customer information according to regulatory and company guidelines and policies
Provide customers with answers to inquiries regarding a very broad and challenging range of financial services in an efficient and timely fashion
Process customer transactions accurately including; transfer, stop payments, loan payments, loan payoffs, etc
Uncover banking needs through the discovery process by initiating conversations with all customers and responding efficiently and accurately as well as promote and cross‑sell bank products and services in a professional manner
Investigate, track and resolve customer problems and inquiries in a timely manner
Maintain knowledge of Customer Experience Center policies and procedures, bank products and services, general operating procedures and regulations to protect the bank from unnecessary risk
Participate in training and other learning opportunities to expand knowledge of company and position
Exhibit positive team spirit and willingness to help customers, both internal and external
Perform other related duties as assigned
Educate customers on complex products, services and disputes
Identify and solve customer disputes by processing claims, monitoring and tracking cases, reporting losses to leadership and identifying fraud trends with a sense of urgency and in compliance with Reg E & NACHA timelines
Provide guidance, mentoring and training to other specialists as needed
Qualification
Required
High school diploma or equivalent required, college education preferred
Minimum of 1 year of experience in customer service and/or sales required
Detail-oriented and good organizational skills
Ability to produce individual and team sales and customer experience results
Effective written and verbal communication skills, including a pleasant tone and exceptional telephone manners
Proven ability to work closely with others in a willing and professional manner to resolve problems and address needs
Ability to work and adhere to flexible schedule in a demanding and fast-paced environment (Hours may exceed 40 hours per week, including Saturday rotations)
Minimum of 2 years Customer Experience Specialist experience required for Senior Specialists
Ability to handle and resolve the complex matters and handle difficult customer situations with little to no supervision
Strong attention to detail and ability to make informed decisions
Ability to quickly and effectively identify needs while problem solving and exercising good judgement
Preferred
Strong sales and marketing skills with proven ability to sell bank products and services
Knowledge of bank policies and procedures, regulations, control systems, operational issues related to banking and retail deposit/loan products and services
Company
Renasant Bank
Renasant Bank is a financial institution offering mortgage, personal, business, and digital banking services.
Funding
Current Stage
Public CompanyTotal Funding
$217M2024-07-29Post Ipo Equity· $217M
1992-05-01IPO
Recent News
2026-01-16
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