Fiduciary Solutions Specialist

Overview

The Fiduciary Solutions Specialist is responsible for marketing trust and fiduciary services internally to Renasant Private Client Bankers, Renasant Commercial Bankers as well as Park Place Capital and RFS Financial Advisors.  The Fiduciary Solutions Specialist will oversee activities to assist Private Client Bankers and Financial Advisors to become knowledgeable and obtain an internal accreditation about trust and fiduciary services.  

RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER

Responsibilities

• Lead and manage sales and marketing activities for trust and fiduciary services to Renasant Private Client Bankers, Renasant Commercial Bankers as well as Park Place Capital and RFS Financial Advisors
• Oversee and participate in activities to assist Private Client Bankers and Financial Advisors to become knowledgeable and obtain an internal accreditation about trust and fiduciary services
• Serve as an internal expert on trust and fiduciary services for the benefit of Private Client Bankers, Financial Advisors and external prospects and customers
• Design and implement strategies to increase the number of customer referrals, gross revenues and assets-under-management by internal marketing and product education activities within Renasant associated with trust and fiduciary service
• Provide support for the external marketing of some specialized trust and fiduciary services to Registered Advisory Firm prospects within the Renasant geographic banking footprint
• Oversee the first line of defense as it relates to compliance, operational risk, and enterprise risk management
• Create a culture of operational excellence compliant with corporate objectives
• Maintain our Bank culture with the defined set of values and behaviors that all employees use as their compass as one team going to market as one bank
• Perform other related duties as assigned

Qualifications

• Bachelor’s degree required; Accounting, Finance, Legal or Business related degree preferred
• Minimum of 5 years of trust and fiduciary experience
• Extensive knowledge of trust and fiduciary products, services, policies and procedures, operations, and compliance regulations
• Results-oriented and strong ability to deliver to aggressive financial and business growth targets and strategic initiatives
• Excellent communication skills, both verbal and written
• Strong knowledge of all banking functions and related operations, bank policies, procedures and applicable Federal and State Banking regulations
• Ability to effectively lead, motivate and coach others
• Ability to deal effectively and tactfully with a variety of business contacts, all bank personnel as well as bank customers and prospective customers
• Ability to use sound judgment and problem solving and ability to make key complex decisions independently and with clear thinking and sound logic
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the public
• 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 job description is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties.  Other duties may be assigned as needs arise.  Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.

This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.