Entry-Level Relationship Banker: Sales & Service

Central Bancompany; Warrensburg (MO); On-site; USD 38,000 - 46,000; Full time

Job summary

Central Bancompany in Warrensburg, MO is seeking an entry-level Universal Banker to identify customer needs, recommend bank solutions and achieve monthly sales and referral goals. The role includes opening and servicing accounts, plus typical teller duties, while actively pursuing opportunities and meeting individual targets.

You will also build knowledge of bank products and digital tools to support conversations and referrals, with regular coaching and branch collaboration to drive results.

Qualifications

• High school diploma or equivalent required.
• Customer-service, retail, cash-handling or sales experience preferred.
• Basic math, computer and typing skills.
• Strong communication skills and comfort initiating customer conversations.
• Attention to detail, good judgment and ability to handle confidential information.
• Regular and punctual attendance with flexibility to work assigned hours, including rotating Saturdays.

Responsibilities

• Welcome customers, assess needs and explain relevant personal and business deposit products and services.
• Open and accurately document checking, savings, certificates of deposit, safe deposit boxes, IRAs, online banking, debit cards, credit cards and other approved products within role authority.
• Complete account maintenance, research, stop payments, address changes, check orders, funds transfers and other service requests.
• Process teller transactions and balance a cash drawer when assigned.
• Resolve routine customer concerns and involve the Branch Lead or appropriate partner when additional authority or expertise is needed.
• Build knowledge of Bank products, digital tools and business partners to support effective customer conversations and referrals.
• Meet assigned monthly sales, product and referral scorecard goals as an essential responsibility of the position.
• Proactively initiate needs-based conversations with customers, recommend suitable solutions and confidently ask for the customer’s business rather than waiting for customers to request additional products or services.
• Develop qualified referrals to other business units, complete timely follow-up and maintain ownership of agreed next steps.
• Accurately and consistently record sales activities, customer contacts, referrals, follow-up and outcomes in the designated tracking process.
• Review scorecard results and activity with the Branch Lead, accept coaching, and make prompt changes when performance or activity is below expectation.
• Actively participate in sales training, outbound calling, campaigns, prospecting, follow-up activities and branch sales initiatives.
• Apply account-opening, teller, fraud-prevention, loss-control and security procedures consistently.
• Understand and follow applicable requirements, including BSA and relevant consumer regulations.
• Maintain required documentation and protect customer and Bank information.
• Exercise sound judgment and promptly escape exceptions, suspicious activity, errors or customer concerns.

Skills

Customer service

Cash handling

Sales experience

Communication skills

Attention to detail

Punctual attendance

Education

High school diploma or equivalent

Job description

Central Bancompany in Warrensburg, MO is seeking an entry-level Universal Banker to identify customer needs, recommend bank solutions and achieve monthly sales and referral goals. The role includes opening and servicing accounts, plus typical teller duties, while actively pursuing opportunities and meeting individual targets.

You will also build knowledge of bank products and digital tools to support conversations and referrals, with regular coaching and branch collaboration to drive results.