Banking Services Specialist

Commerce Bancshares
Columbia
Workplace: OnsiteFull timeUSD 21.4 - 27.65 hourlyFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: associatesSkills: ["Customer service","Communication","Confidentiality","Attention to detail","Teamwork"]

Provide exceptional customer service and deliver financial solutions through both branch and call-center interactions. Use needs-based conversations to identify customer needs, recommend and fulfill retail banking products and digital solutions, and resolve account management and transactional inquiries. Ensure accurate processing and fraud mitigation, maintain detailed records in CRM systems, and refer complex needs to bank specialists. Also support advanced knowledge of online banking services while meeting individual and team sales goals.

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Commerce Bancshares
Commerce Bancshares
23 hours ago

Banking Services Specialist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 23 hours agoStatus: Live

Job Summary

Provide exceptional customer service and deliver financial solutions through both branch and call-center interactions. Use needs-based conversations to identify customer needs, recommend and fulfill retail banking products and digital solutions, and resolve account management and transactional inquiries. Ensure accurate processing and fraud mitigation, maintain detailed records in CRM systems, and refer complex needs to bank specialists. Also support advanced knowledge of online banking services while meeting individual and team sales goals.
Location: Columbia
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 to meet financial needs through needs-based conversations and sales fulfillment.
  • •Listen to customer needs and recommend products and services to achieve individual and team sales goals.
  • •Educate customers on retail products and digital solutions that improve customer experience and support sales goals.
  • •Complete financial transactions accurately and efficiently while complying with policies and regulatory requirements.
  • •Use CRM to track and resolve customer issues, authenticate callers to help protect against fraud, and refer complex needs to specialists when appropriate.

Pay and Benefits

Salary: USD 21.4 - 27.65 hourly
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeaveLearning Budget

Key Requirements

  • •Associate degree or an equivalent combination of education and experience.
  • •1+ years of retail banking and/or sales experience.
  • •2+ years of customer service experience.
  • •Strong sales skills and ability to provide excellent customer experience in person and over the phone.
  • •Proficiency with Microsoft Word, Excel, Teams, and Outlook, plus ability to maintain confidentiality and handle multiple priorities.
Experience:1+ yearsRetail bankingSalesCustomer service
Education:Associate's
Skills:Customer serviceCommunicationConfidentialityAttention to detailTeamwork
Licenses:Driver’s license
Tech Stack:CRM systemsMicrosoft WordMicrosoft ExcelMicrosoft TeamsMicrosoft OutlookOnline Banking Services

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