Financial Wellness Advisor

Commerce Bank; Kansas City (KS); On-site; USD 28,000 - 35,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Life insurance

Paid vacation

Paid personal time

Career development

Education assistance

Voluntary benefits

Job summary

Commerce Bank is seeking a Personal Banker in Kansas City, MO to build lasting customer relationships, understand financial needs, and provide tailored banking solutions. You will engage customers in person and by phone, educate them on products, and work toward team sales and service targets.

This role offers base hourly pay with an incentive program and benefits. A strong emphasis is placed on customer service, accuracy, and compliance in a fast-paced retail banking environment.

Qualifications

• High School diploma or equivalent required.
• 1+ years sales or customer service experience preferred.
• Experience with sales goals is a plus.

Responsibilities

• Interact with customers in person and over the phone to meet financial needs and deliver services.
• Listen actively and recommend products and services to achieve individual and team goals.
• Educate customers on retail products and digital solutions to improve financial wellness.
• Ensure transactions are accurate and compliant with policies and regulations.
• Refer customers to bank specialists for complex needs.
• Perform other duties as assigned.

Skills

Sales skills

Customer service

Communication

Organization

Adaptability

MS Office

Education

High School diploma

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

Commerce Bank is seeking a Personal Banker in Kansas City, MO to build lasting customer relationships, understand financial needs, and provide tailored banking solutions. You will engage customers in person and by phone, educate them on products, and work toward team sales and service targets.

This role offers base hourly pay with an incentive program and benefits. A strong emphasis is placed on customer service, accuracy, and compliance in a fast-paced retail banking environment.