Financial Services Specialist

3 weeks ago


Kansas City, Missouri, United States Commerce Bank Full time

About Commerce Bank

We're committed to helping our customers achieve financial safety and success. As a Personal Banker, you'll be part of a team that focuses on delivering exceptional customer experiences while building lasting relationships.

Job Summary

This role is ideal for someone who is personable, goal-oriented, and passionate about helping customers improve their financial health. You'll gain valuable insight into banking and finance while assisting customers with daily financial challenges.

Key Responsibilities:
  • Deliver an excellent customer experience in person and over the phone to meet customers' financial needs.
  • Actively listen to customers to make appropriate recommendations matching their needs.
  • Educate customers on retail products and digital solutions enhancing their financial wellness.
  • Ensure financial transactions are accurate and efficient, complying with policies, procedures, and regulatory requirements.
  • Establish relationships with internal departments and refer customers to bank specialists when complex financial needs arise.
Requirements

We're looking for someone with strong sales skills, the ability to provide an excellent customer experience, and a motivated self-starter with attention to detail. Proficiency in Microsoft Word, Excel, and Outlook is required. High school diploma or equivalent combination of education and experience is necessary, along with 1+ years of sales or customer service experience. Experience working in an environment with individual and team sales goals is preferred.

A background check will be performed as part of the hiring process.

Compensation and Benefits

A competitive estimate of the current base pay for this role is $19.50 - $23.75 per hour, depending on experience. This position will be eligible for additional compensation through performance-based incentive plan(s) corresponding to meeting performance goals. The selected candidate may be eligible for employer-sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time, as well as career development, education assistance, and voluntary supplemental benefits.



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