Personal Banker

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

Provide in-person and phone customer service in a retail banking setting by identifying customers’ financial needs, making appropriate product recommendations, and completing sales fulfillment. Educate customers on retail products and digital solutions that improve financial wellness while meeting personal and branch goals. Accurately process transactions in compliance with policies and regulatory requirements, refer complex needs to specialists, and maintain strong relationships with customers and internal partners.

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Commerce Bancshares
Commerce Bancshares
2 months ago

Personal Banker

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 2 days agoStatus: Closed

Job Summary

Provide in-person and phone customer service in a retail banking setting by identifying customers’ financial needs, making appropriate product recommendations, and completing sales fulfillment. Educate customers on retail products and digital solutions that improve financial wellness while meeting personal and branch goals. Accurately process transactions in compliance with policies and regulatory requirements, refer complex needs to specialists, and maintain strong relationships with customers and internal partners.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Deliver excellent customer experience in person and over the phone to meet customers’ financial needs.
  • •Actively listen to customers and recommend products and services aligned to their needs to achieve individual and team sales goals.
  • •Educate customers on retail products and digital solutions that enhance the customer experience and support sales goals.
  • •Ensure accurate and efficient completion of financial transactions 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 LeavePaid TimeEducation Assistance

Key Requirements

  • •High school diploma or equivalent combination of education and experience.
  • •1+ years of sales or customer service experience.
  • •Experience working in an environment with individual and team sales goals (preferred).
  • •Strong sales skills with the ability to connect with customers in-person and over the phone.
  • •Proficient with Microsoft Word, Excel and Outlook.
Experience:1+ yearsBankingFinancial services
Education:High School
Skills:SalesCustomer serviceCommunicationOrganizationAttention to detail
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