Personal Banker

Mercantil Commerce Bank; Lee's Summit (MO); Hybrid; USD 29,000 - 34,000; Full time

Benefits offered by this job

Employer sponsored health, dental, and

Vision insurance

401(k)

Life insurance

Paid vacation

Paid personal time

Job summary

Commerce Bank is hiring a Personal Banker in Lee's Summit, MO. You will deliver an excellent customer experience in person and by phone, building relationships and guiding customers through financial solutions.

The role emphasizes sales targets, product knowledge, and contributing to the branch’s overall goals. Benefits include health insurance, a 401(k), and paid time off, with a schedule Monday–Friday and rotating Saturdays.

Qualifications

• High School diploma or equivalent.
• Combination of education and experience required.
• 2+ years sales experience required.
• 1+ year of banking experience required.
• Experience working in an environment with individual and team sales goals required.

Responsibilities

• Interact with customers in person and over the phone to meet financial needs.
• Make product/service recommendations based on customer needs.
• Educate customers on retail products and digital solutions for financial wellness.
• Ensure transactions are accurate and compliant with policies and regulations.
• Refer customers to bank specialists for complex financial needs.

Skills

Excellent sales skills

Sales goal achievement

Self-starter

Team player

Strong communication

MS Word/Excel/Outlook

Education

High School diploma or equivalent

Combination of education and experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

About Working at Commerce

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.

Compensation Range

Hourly: $20.55 - $25.05 (Amount based on relevant experience, skills, and competencies.)

Salary and Incentives

A reasonable estimate of the current base pay is $20.55 to $25.05 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.

About This Job

Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you’ll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You’ll be helping yourself too, because Commerce has a tradition of recognizing and rewarding people for their talent, skills, and contributions. If this sounds like a fit for you, we’re looking for a new Personal Banker to join our team at our Lee's Summit 3rd St. location.

Roles & Responsibilities

• Receive the tools, resources, and training you need to be successful in your role and have opportunities to further your career with Commerce Bank.
• Deliver an excellent customer experience both in person and over the phone to ensure we meet customers’ financial needs.
• Actively listen to our customers so you can make appropriate recommendations that match their needs.
• Educate customers on a variety of retail products and digital solutions that improves their financial wellness.
• Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements.
• Establish relationships with other internal departments and refer customers to bank specialists when complex financial needs are identified.
• Be able to earn more than your base pay through our quarterly incentive program.

Work Schedule

Monday - Friday: 7:45 AM - 5:45 PM

Rotating Saturdays: 8:45 AM - 12:15 PM

Essential Functions

• Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillment.
• Actively listen, understand, and make recommendations of products and services based on customer needs to ensure individual and team sales and services goals are achieved.
• Educate customers on a variety of retail products and digital solutions that enhance the customer experience and contribute to achieving sales goals
• Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements
• Establish relationships with internal departments and refer customers to bank specialists when complex financial needs are identified
• This level of banker will be responsible for more advanced product knowledge such as Home Equity lending.
• Ability to assist other bankers in fulfillment of more complex sales and customer service requests.
• Perform other duties as assigned

Knowledge, Skills & Abilities

• Excellent sales skills with the ability to provide an engaging customer experience by easily connecting with customers in-person and over the phone.
• Ability to meet personal and branch sales and customer services expectations and assist newer bankers with more complex customer situations
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Team player with excellent written, verbal and interpersonal communication skills
• Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values
• Proficient with Microsoft Word, Excel and Outlook

Education & Experience

• High School diploma or equivalent
• Combination of education and experience required
• 2+ years sales experience required
• 1+ year of banking experience required
• Experience working in an environment with individual and team sales goals required

Additional Requirements

For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.

Pay Transparency

For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Personal Banker I and II job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.55 to $25.05 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.

Eligibility to Work

Must be eligible to work in the US without sponsorship now or in the future.

Benefits and Perks

• Employer sponsored health, dental, and vision insurance
• 401(k)
• Life insurance
• Paid vacation
• Paid personal time

In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.

Location

301 SE 291 Hwy, Lee's Summit, Missouri 64063

Time Type

Full time

Equal Opportunity Employer

Commerce Bank is proud to be an Equal Employment Opportunity employer and believes that every individual should have the opportunity to work at a job for which he, she or they qualifies. We celebrate diversity and do not discriminate based on race, color, ancestry, ethnicity, gender identity, gender expression, sex, sexual orientation, disability (including physical or mental handicap), age, veteran status, military status, national origin, religion, pregnancy status, marital status, genetic information, or any other status protected by applicable federal, state or local law.

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