Banking Services Specialist

Commerce Bank; Willimantic (ME); On-site; USD 29,000 - 38,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Life insurance

Paid vacation

Paid personal time

Education assistance

Job summary

Commerce Bank is hiring a Banking Services Specialist to deliver exceptional customer service and financial solutions across branch and call center channels. You will handle inquiries, process transactions, and provide personalized support while maintaining high standards of accuracy and compliance.

Ideal candidates have retail banking or sales experience, strong confidentiality, and the ability to adapt to shifting priorities.

Qualifications

• Associate degree or equivalent combination of education and experience required.
• 1+ years of retail banking and/or sales experience required.
• 2+ years of customer service experience required.

Responsibilities

• Interact with customers in person or over the phone to meet financial needs through needs-based conversations and sales fulfillment.
• Listen actively, understand needs, and recommend products/services to meet sales and service goals.
• Educate customers on retail products and digital solutions to improve the customer experience.
• Ensure transactions are accurate and compliant with policies and regulations.
• Refer complex financial needs to bank specialists when appropriate.
• Respond to customer calls with real-time solutions for account management and online banking.
• Use CRM systems to track and resolve customer issues and maintain records.
• Authenticate callers to protect customers and the bank from fraud.

Skills

Sales

Customer service

Confidentiality

Driver's license

Organized

Team player

Adaptability

MS Word

MS Excel

MS Teams

MS Outlook

Education

Associate degree

Tools

Microsoft Word

Microsoft Excel

Microsoft Teams

Microsoft Outlook

Job description

About Working at Commerce

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.

Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn’t come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.

About This Job

The main purpose of this job is to deliver exceptional customer service and financial solutions through both branch-based and call center interactions. This role serves as a key point of contact for customers, addressing their banking needs, answering inquiries, and providing personalized support across multiple communication channels, including in-person, phone, and online.

Essential Functions

• Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillment

• Actively listen, understand, and make recommendations of products and services based on customer needs to ensure individual and team sales and services goals are achieved

• Educate customers on a variety of retail products and digital solutions that enhance the customer experience and contribute to achieving sales goals

• Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements

• Identify complex financial needs and refer customers to bank specialists when appropriate

• Respond to customer calls, offering real-time solutions for account management, online banking, and transactional inquiries

• Utilize CRM systems to track and resolve customer issues efficiently and maintain detailed records of interactions

• Authenticate callers to ensure our customers and the bank are protected from fraud attempts and take additional steps to mitigate risk when needed

• Responsible for more advanced product and system knowledge such as Online Banking Services

• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• 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 customer services expectations

• Ability to maintain a high degree of confidentiality

• Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements

• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

• Inquisitive, agile and strong 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 Value

• Ability to adapt and shift priorities, workflows and schedules due to customer demands

• Intermediate level proficiency with Microsoft Word, Excel, Teams and Outlook

Education & Experience

• Associate degree or equivalent combination of education and experience required

• 1+ years of retail banking and/or sales experience required

• 2+ years of customer service experience required

For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record.

For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.

*** For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Banking Services Specialist and the Senior Banking Services Specialist job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $21.40 - $27.65 per hour. Depending on the job level, this position may be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.

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The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.

Location: 401 Main Street, Peoria, Illinois 61602

Time Type:

Full time