Financial Wellness Advisor | Personal Banker

commercebank; Prairie Village (KS); On-site; USD 28,000 - 35,000; Full time

Job summary

Commerce Bank in Prairie Village, KS is seeking a personable Personal Banker to build lasting relationships with customers and help improve their financial health. You will uncover needs, recommend solutions, and support sales goals while delivering excellent service in a retail banking environment.

The position is based at Corinth Square with a schedule that includes weekday hours and rotating Saturdays. A strong emphasis on customer engagement and accurate transactions is required.

Qualifications

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

Responsibilities

• Interact with customers in person and over the phone to meet financial needs.
• Actively listen, understand, and recommend products and services to meet individual and team sales goals.
• Educate customers on retail products and digital solutions that enhance financial wellness.
• Ensure financial transactions are completed accurately and compliant with policies and regulatory requirements.
• Identify complex financial needs and refer customers to bank specialists when appropriate.
• Perform other duties as assigned.

Skills

Strong sales skills

Customer service

Communication skills

Team player

Attention to detail

Multitasking

Education

High School diploma or equivalent

1+ years sales or customer service experience

Tools

Microsoft Word

Excel

Outlook

Job description

Commerce Bank in Prairie Village, KS is seeking a personable Personal Banker to build lasting relationships with customers and help improve their financial health. You will uncover needs, recommend solutions, and support sales goals while delivering excellent service in a retail banking environment.

The position is based at Corinth Square with a schedule that includes weekday hours and rotating Saturdays. A strong emphasis on customer engagement and accurate transactions is required.