Personal Banker

Commerce Bancshares
United States
Workplace: OnsiteFull timeUSD 20.55 - 25.05 hourlyFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: high_schoolSkills: ["Communication","Interpersonal skills","Attention to detail","Organization","Adaptability"]

Build long-lasting relationships with customers in a retail banking environment, uncovering financial needs and recommending appropriate products and services. Deliver an excellent customer experience in person and over the phone, educate customers on retail products and digital solutions, and ensure transactions are accurate and compliant with policies and regulations. Collaborate with internal departments and refer complex needs to specialists while working toward individual and branch sales goals.

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Commerce Bancshares
Commerce Bancshares
1 month ago

Personal Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live

Job Summary

Build long-lasting relationships with customers in a retail banking environment, uncovering financial needs and recommending appropriate products and services. Deliver an excellent customer experience in person and over the phone, educate customers on retail products and digital solutions, and ensure transactions are accurate and compliant with policies and regulations. Collaborate with internal departments and refer complex needs to specialists while working toward individual and branch sales goals.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Interact with customers in person and over the phone through needs-based conversations and sales fulfillment.
  • •Listen to customer needs and recommend appropriate products and services to meet individual and team goals.
  • •Educate customers on retail products and digital solutions to improve financial wellness and customer experience.
  • •Complete financial transactions accurately and efficiently while complying with policies, procedures, and regulatory requirements.
  • •Identify complex financial needs and refer customers to bank specialists when appropriate.

Pay and Benefits

Salary: USD 20.55 - 25.05 hourly
Perks:Health InsuranceDentalVision401kLife InsurancePaid Leave

Key Requirements

  • •High school diploma or equivalent combination of education and experience.
  • •1+ years of sales or customer service experience.
  • •Strong sales skills and the ability to deliver an excellent customer experience in-person and over the phone.
  • •Ability to meet personal and branch sales and customer service expectations.
  • •Proficiency with Microsoft Word, Excel, and Outlook.
Experience:1+ years
Education:High School
Skills:CommunicationInterpersonal skillsAttention to detailOrganizationAdaptability
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft Outlook

Company Brief

Commerce Bancshares
Provides commercial, retail, wealth management, and payment services through its regional banking operations. Commerce Bancshares serves individuals, businesses, and institutions across the Midwest with deposit accounts, lending, treasury, and card solutions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1865
WebsiteLinkedIn