Banking Services Specialist

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

Deliver exceptional customer service and banking solutions through branch-based and call center interactions. Use needs-based conversations to recommend products and services, educate customers on retail and digital offerings, and complete transactions accurately while following policies and regulatory requirements. Triage complex needs to bank specialists, handle real-time account and online banking inquiries, and maintain detailed records in CRM systems while authenticating callers and mitigating fraud risk.

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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

Deliver exceptional customer service and banking solutions through branch-based and call center interactions. Use needs-based conversations to recommend products and services, educate customers on retail and digital offerings, and complete transactions accurately while following policies and regulatory requirements. Triage complex needs to bank specialists, handle real-time account and online banking inquiries, and maintain detailed records in CRM systems while authenticating callers and mitigating fraud risk.
Location: Wichita
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, understand customer needs, and recommend products and services to achieve individual and team sales and service goals
  • •Educate customers on retail products and digital solutions that improve the customer experience
  • •Complete financial transactions accurately and efficiently while complying with policies, procedures, and regulatory requirements
  • •Authenticate callers, offer real-time solutions for account management and transactional inquiries, and track/resolution issues in CRM

Pay and Benefits

Salary: USD 21.4 - 27.65 hourly
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePaid Time

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 with the ability to connect with customers in-person and over the phone
  • •Intermediate proficiency with Microsoft Word, Excel, Teams, and Outlook
Experience:1+ yearsRetail bankingSalesCustomer service
Education:Associate's
Skills:Customer serviceSalesCommunicationConfidentialityAttention to detail
Licenses:Valid 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