Customer-Centric Banking Advisor

Mercantil Commerce Bank; Columbia Township (MO); On-site; USD 29,000 - 39,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Paid vacation

Paid personal time

Job summary

Commerce Bank is seeking a Banking Services Specialist to deliver exceptional customer service and financial solutions through branch and call center interactions.

The role requires engaging customers, understanding their needs, and recommending suitable products while ensuring accurate transactions and compliant processes. You will support online banking, manage inquiries, and maintain detailed CRM records to enhance the customer experience.

Qualifications

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

Responsibilities

• Interact with customers in person and over the phone to meet financial needs.
• Sell retail products and digital solutions to reach sales and service goals.
• Ensure accurate and compliant processing of financial transactions in line with policies and regulatory requirements.
• Identify complex financial needs and refer customers to bank specialists when appropriate.
• Respond to customer inquiries and provide online banking support.
• Maintain detailed records of customer interactions using the CRM system.

Skills

Sales skills

Confidentiality

Customer service

Communication skills

Microsoft Office

Education

Associate degree

Tools

CRM systems

Microsoft Word/Excel

Job description

Commerce Bank is seeking a Banking Services Specialist to deliver exceptional customer service and financial solutions through branch and call center interactions.

The role requires engaging customers, understanding their needs, and recommending suitable products while ensuring accurate transactions and compliant processes. You will support online banking, manage inquiries, and maintain detailed CRM records to enhance the customer experience.