Customer Financial Advisor

7 days ago


Arnold, Missouri, United States Commerce Bank Full time
About This Role

As a Personal Banker at Commerce Bank, you will play a vital role in helping our customers achieve their financial goals. You will be responsible for providing exceptional customer service, building strong relationships with our clients, and identifying opportunities to offer them a range of financial products and services.

Key Responsibilities
  • Develop and maintain long-lasting relationships with customers, understanding their financial needs and providing tailored solutions to address those needs.
  • Deliver an excellent customer experience, both in person and over the phone, to ensure we meet our customers' financial needs.
  • Actively listen to customers to make appropriate recommendations that match their needs.
  • Educate customers on a variety of retail products and digital solutions that improve their financial wellness.
  • Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements.
  • Establish relationships with other internal departments and refer customers to bank specialists when complex financial needs are identified.
Requirements
  • Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone.
  • Ability to meet personal and branch sales and customer services expectations.
  • Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities.
  • Team player with excellent written, verbal, and interpersonal communication skills.
  • Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values.
  • Proficient with Microsoft Word, Excel, and Outlook.
Education and Experience
  • High School diploma or equivalent combination of education and experience required.
  • 1+ years sales or customer service experience required.
  • Experience working in an environment with individual and team sales goals preferred.


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