Customer-Centric Personal Banker & Solutions Advisor

Central Bank

Fulton (MO)

On-site

USD 36,000 - 48,000

Full time

2 days ago
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Job summary

Central Bank in Fulton, Missouri is seeking a customer-focused professional to build strong relationships by identifying customer financial needs and offering effective solutions. The role involves assisting with sales and service inquiries to enhance satisfaction and support branch growth.

You will deliver exceptional customer experiences, process account openings and maintenance for personal and business accounts, and refer complex goals to experts while adhering to bank policies and

Responsibilities

  • Deliver a consistent, exceptional customer experience by uncovering customer needs in a customer‑centric manner and recommending appropriate bank products and services.
  • Accurately and efficiently process customer transactions, including account opening and maintenance for both personal and business accounts.
  • Contribute to the achievement of both individual and team goals by supporting overall branch performance and success.
  • Refer customers to subject‑matter experts when more complex financial goals or needs are identified.
  • Complete required outbound phone calls to customers to help grow and retain relationships.
  • Actively engage in continuous training and professional development to enhance skills and stay current with best practice.
  • Effectively de‑escalate customer concerns or complaints by remaining calm, empathetic, and solution‑focused, while following bank policies and escalation procedures as needed.
  • Conduct all activities in accordance with bank policies, procedures, systems, the Corporate Code of Conduct, the Bank Secrecy Act, and all applicable state and federal laws and regulations.

Job description

Central Bank in Fulton, Missouri is seeking a customer-focused professional to build strong relationships by identifying customer financial needs and offering effective solutions. The role involves assisting with sales and service inquiries to enhance satisfaction and support branch growth.

You will deliver exceptional customer experiences, process account openings and maintenance for personal and business accounts, and refer complex goals to experts while adhering to bank policies and

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