Banking Services Specialist

Commerce Bancshares
United States
Workplace: OnsiteFull timeUSD 21.4 - 27.65 hourlyFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: associatesSkills: ["Customer service","Sales","Confidentiality","Organization","Communication"]

Provide exceptional customer service and banking solutions through branch, phone, and online interactions. Serve as a key point of contact for customer inquiries, needs-based product and service recommendations, and accurate completion of transactions while following policies and regulatory requirements. Handle account management and transactional questions in real time, use CRM tools to resolve issues and maintain records, authenticate callers, and escalate complex needs to bank specialists. Apply intermediate proficiency with Microsoft tools and support advanced online banking knowledge.

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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 banking solutions through branch, phone, and online interactions. Serve as a key point of contact for customer inquiries, needs-based product and service recommendations, and accurate completion of transactions while following policies and regulatory requirements. Handle account management and transactional questions in real time, use CRM tools to resolve issues and maintain records, authenticate callers, and escalate complex needs to bank specialists. Apply intermediate proficiency with Microsoft tools and support advanced online banking knowledge.
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 to meet financial needs through needs-based conversations and sales fulfillment.
  • •Listen to customer needs and recommend products and services to support individual and team sales and service goals.
  • •Educate customers on retail products and digital solutions that improve the customer experience and help achieve sales goals.
  • •Complete transactions accurately and efficiently in compliance with policies, procedures, and regulatory requirements.
  • •Authenticate callers and use CRM systems to track and resolve issues, referring complex needs to bank specialists as 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 required.
  • •1+ years of retail banking and/or sales experience.
  • •2+ years of customer service experience.
  • •Maintain a valid driver’s license and meet driving record criteria; employment may be contingent on meeting driving requirements.
  • •Strong interpersonal and communication skills with the ability to maintain confidentiality while managing multiple priorities.
Experience:1+ yearsRetail bankingSalesCustomer service
Education:Associate's
Skills:Customer serviceSalesConfidentialityOrganizationCommunication
Licenses:Driver’s license
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft TeamsMicrosoft OutlookCRMOnline 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