Financial Wellness Advisor

Mercantil Commerce Bank; Englewood (CO); On-site; USD 29,000 - 36,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid vacation

Paid personal time

Career development

Education assistance

Job summary

Commerce Bank in Centennial, Colorado, is hiring a Personal Banker who is personable, goal‑oriented, and passionate about helping customers improve their financial health. You will build and maintain long‑lasting relationships with customers and collaborate with colleagues to address their financial needs.

You will be trained with tools and resources to succeed, deliver excellent service in person and by phone, and educate customers on retail products and digital solutions.

Qualifications

• High School diploma or equivalent required.
• 1+ years sales or customer service experience required.

Responsibilities

• Interact with customers in person and over the phone to meet financial needs and sales goals.
• Educate customers on a variety of retail products and digital solutions that improve financial wellness.
• Establish relationships with customers and refer to bank specialists when needed.

Skills

Sales skills

Customer service

Self-starter

Team player

Adaptable

MS Office

Education

High School diploma

1+ years sales or customer service

Tools

Microsoft Office

Job description

Commerce Bank in Centennial, Colorado, is hiring a Personal Banker who is personable, goal‑oriented, and passionate about helping customers improve their financial health. You will build and maintain long‑lasting relationships with customers and collaborate with colleagues to address their financial needs.

You will be trained with tools and resources to succeed, deliver excellent service in person and by phone, and educate customers on retail products and digital solutions.