Current jobs related to Financial Services Consultant - St Louis, Missouri - Commerce Bank

  • Financial Sales Consultant

    3 weeks ago

    St Louis, Missouri, United States PNC Financial Services Group Full time

    Job Title: Financial Sales ConsultantAt PNC Financial Services Group, we are committed to delivering exceptional customer experiences and building strong relationships with our clients. As a Financial Sales Consultant, you will play a critical role in achieving this goal by identifying and pursuing sales opportunities, building customer loyalty, and growing...

  • Financial Sales Consultant

    1 month ago

    St Louis, Missouri, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly motivated and results-driven Financial Sales Consultant to join our team. As a key member of our Workplace Banking team, you will be responsible for building and maintaining relationships with clients, identifying and pursuing sales opportunities, and delivering exceptional customer service.Key...

  • Financial Services Professional

    2 days ago

    St Louis, Missouri, United States PNC Financial Services Group Full time

    Job DescriptionAs a Financial Advisor within PNC Investments, you will be based in St. Louis, MI. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings,...

  • Financial Planning Consultant

    1 month ago

    St Louis, Missouri, United States Stifel Financial Full time

    Financial Planning Specialist RoleThe Financial Planning Specialist plays a crucial role in supporting Financial Advisors in creating comprehensive financial plans for clients and prospects. This position involves gathering relevant data, preparing, and explaining financial plans to ensure clients' financial goals are met.Key Responsibilities:Collaborate...

  • Business Development Consultant

    2 months ago

    St Louis, Missouri, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled and motivated Financial Sales Consultant to join our team. As a Financial Sales Consultant, you will be responsible for building and maintaining relationships with clients, identifying and pursuing new business opportunities, and providing exceptional customer service.Key...

  • Business Development Consultant

    2 months ago

    St Louis, Missouri, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled and motivated Financial Sales Consultant to join our team. As a Financial Sales Consultant, you will be responsible for building and maintaining relationships with clients, identifying and pursuing new business opportunities, and providing exceptional customer service.Key...

  • Financial Services Regulatory Consultant

    2 months ago

    St Louis, Missouri, United States Forvis Mazars Full time

    About Forvis MazarsForvis Mazars is a leading professional services firm that provides Advisory, Assurance, and Tax services to global clients. Our commitment to Forward Vision drives us to deliver unmatched client experiences through innovative services.Financial Services Advisory PracticeWe bring together our global footprint, clients, industry expertise,...

  • Financial Services Representative

    2 weeks ago

    St Louis, Missouri, United States Lac Courte Oreilles Financial Services Full time

    Job Title: Financial Services RepresentativeAt Lac Courte Oreilles Financial Services, we are seeking a highly skilled Financial Services Representative to join our team. As a key member of our team, you will be responsible for managing the collection of payments on short-term loans, minimizing past due loan collections, and providing exceptional customer...

  • Financial Services Professional

    3 weeks ago

    St Louis, Missouri, United States Corebridge Financial Full time

    Unlock Your Potential as a Financial AdvisorWe're passionate about helping individuals achieve financial freedom and security. At Corebridge Financial, we're committed to providing a personalized retirement and financial planning experience for our customers and their families.As a Financial Advisor, you'll have the flexibility to create your own schedule...

  • Automotive Financial Services Specialist

    4 weeks ago

    St Louis, Missouri, United States CAR Financial Full time

    Job OverviewCAR Financial Services is a national company and industry leading provider of financial services for independent auto dealers. Our team is seeking a motivated individual to join our team as an Automotive Financial Services Specialist. In this role, you will be responsible for interacting with customers who are greater than 30 days past due,...

  • Reporting Services Specialist

    3 weeks ago

    St Louis, Missouri, United States Stifel Financial Full time

    Job SummaryThe Client Reporting Services Specialist is a key member of the Stifel Investment Products and Services (IPandS) Group, responsible for providing day-to-day support and ongoing development of large-scale reporting platforms. This role involves performing daily tasks related to maintaining the reporting systems, providing frontline support and...

  • Merchant Services Advisor

    7 days ago

    St Louis, Missouri, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a skilled Merchant Services Advisor to join our team. As a Merchant Services Advisor, you will be responsible for marketing credit card systems and support services to business customers, attracting and retaining client relationships to meet sales objectives, and developing and maintaining relationships with...

  • Merchant Services Specialist

    4 weeks ago

    St Louis, Missouri, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Merchant Services Advisor to join our team. As a key member of our Business Banking team, you will be responsible for marketing and selling credit card systems and support services to business customers.Key Responsibilities:Develop and maintain relationships with clients to meet sales...

  • Branch Manager

    3 days ago

    St Louis, Missouri, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Branch Manager to lead our Retail Branch organization in St. Louis, Missouri. As a key member of our team, you will be responsible for driving branch performance, revenue growth, and customer loyalty through consultative interactions and solutions that enhance financial well-being.Key...

  • International Financial Services Representative

    1 week ago

    St Louis, Missouri, United States Charles Schwab Full time

    Job Title: Bilingual International Financial Client Services RepresentativeAt Charles Schwab, we're committed to empowering our employees' personal and professional success. We're seeking a highly skilled and motivated Bilingual International Financial Client Services Representative to join our team.About the Role:This is a regular full-time position based...

  • Global Financial Services Representative

    4 weeks ago

    St Louis, Missouri, United States Charles Schwab Full time

    Job OpportunityWe are seeking a highly skilled and bilingual Global Financial Services Representative to join our team. As a key member of our client service team, you will be responsible for servicing international and domestic clients with a full range of service and trading needs.You will work in a collaborative and fast-paced environment to assist with...

  • Financial Planner

    2 weeks ago

    St Louis, Missouri, United States New York Life Full time

    Financial Advisor Job DescriptionWe are seeking an experienced Financial Advisor to join our team at New York Life. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Customized Financial Planning: Create personalized financial plans for each client, taking into...

  • Financial Services Professional

    2 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    About the RoleAs a Financial Advisor with Edward Jones, you will have the opportunity to build a successful career in financial services, helping clients achieve their long-term financial goals. With a strong focus on relationship-building and personalized service, you will work closely with clients to understand their needs and develop tailored investment...

  • Financial Services Professional

    4 weeks ago

    St Louis, Missouri, United States OneDigital Full time

    Financial Client Associate Ready for a PromotionWe are seeking a highly motivated and detail-oriented Financial Client Associate to join our team. As a key member of our operations team, you will play a critical role in supporting financial advisor teams and ensuring seamless interactions between our advisors, clients, and internal teams.Key...

  • Financial Services Professional

    2 weeks ago

    St Louis, Missouri, United States Bankers Life Full time

    Unlock Your Earning PotentialBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider joining our team of Financial...

Financial Services Consultant

2 months ago

St Louis, Missouri, United States Commerce Bank Full time
About Us
At Commerce Bank, we believe that building a career is more than just climbing a corporate ladder.

It’s about empowering individuals to achieve financial stability and success, supporting businesses in their growth, and ensuring that our clients and their finances are well-managed.

Our dedication extends beyond our services; it encompasses our culture, which prioritizes our employees and the communities we serve.

Here, you will discover opportunities for personal and professional development, foster connections, and cultivate relationships with those around you.

We provide the environment and resources necessary for you to evolve into your best self, as our primary investment is in you. Creating a recognized workplace culture is a journey, and after over 155 years, we understand that Commerce Bank thrives when our employees do. If this resonates with you, we invite you to learn more about us.

Compensation Overview:
$23.75 per hour (based on relevant experience, skills, and competencies).

Position Overview
Our Financial Services Consultants are approachable, results-driven, and passionate about assisting our clients in enhancing their financial well-being. In this role, you will gain invaluable knowledge in banking and finance while addressing customers' everyday financial needs. You will also benefit from our tradition of recognizing and rewarding talent, skills, and contributions. If this aligns with your career aspirations, we are seeking a new Financial Services Consultant to join our team.

As a representative of the Commerce Bank brand, you will build and sustain enduring relationships not only with clients but also with colleagues and other departments within Commerce.

Your primary objective will be to identify the financial requirements of each client and inform them about solutions that meet those needs.

Key Responsibilities:
As a Financial Services Consultant, you will:
  • Receive comprehensive training, tools, and resources to ensure your success.
  • Educate clients on a range of retail products and digital solutions that enhance their banking experience.
  • Ensure that financial transactions are processed accurately and efficiently, adhering to all policies, procedures, and regulatory standards.
  • Actively engage with clients to make tailored recommendations that align with their needs.
  • Collaborate with internal teams and refer clients to specialists for complex financial requirements.
  • Communicate with clients both in person and through proactive outreach to ensure their financial needs are met.

Additionally, you will have the opportunity to earn beyond your base salary through our performance-based incentive program.


Essential Functions:
  • Engage with clients in person and via phone to ensure their financial needs are addressed through needs-based discussions and sales fulfillment.
  • Actively listen, comprehend, and recommend products and services based on client needs to achieve individual and team sales goals.
  • Educate clients on various retail products and digital solutions that enhance their experience and contribute to sales objectives.
  • Ensure financial transactions are executed accurately and efficiently, complying with all relevant policies and regulations.
  • Identify complex financial needs and refer clients to specialists when necessary.
  • Perform additional duties as assigned.

Qualifications:
  • Strong sales acumen with the ability to deliver an exceptional customer experience by easily connecting with clients in person and over the phone.
  • Ability to meet personal and branch sales and customer service expectations.
  • Self-motivated and organized individual with keen attention to detail and the capacity to manage multiple priorities.
  • Team-oriented with excellent written, verbal, and interpersonal communication skills.
  • Ability to adapt to various situations with a positive outlook that aligns with our culture and core values.
  • Proficient in Microsoft Word, Excel, and Outlook.

Education & Experience:
  • High School diploma or equivalent combination of education and experience required.
  • Minimum of 1 year of sales or customer service experience required.
  • Experience in an environment with individual and team sales goals preferred.

This position may be filled as a Financial Services Consultant I or II, depending on experience and education.

For this role, federal regulations require Commerce Bank to prepare an investigatory consumer report that will disclose credit history.

Individuals expressing interest in this position will be asked to authorize that report.


Benefits:
Eligible candidates may receive the following employment benefits:
  • Employer-sponsored health, dental, and vision insurance.
  • 401(k) plan.
  • Life insurance.
  • Paid vacation and personal time.
  • Career development and education assistance.
  • Voluntary supplemental benefits.

We are committed to fostering a supportive and rewarding work environment.