Personal Banker: Build Financial Wellness & Relationships

Mercantil Commerce Bank; Lee's Summit (MO); On-site; USD 43,000 - 52,000; Full time

Benefits offered by this job

Health, dental and vision insurance

401(k)

Paid vacation

Paid personal time

Job summary

Mercantil Commerce Bank in Lees Summit, MO is seeking a personable Personal Banker I/II to help customers improve their financial health. You’ll greet clients, uncover banking needs, and recommend retail products and digital solutions. You’ll process transactions accurately, stay compliant, and refer complex cases to bank specialists as needed. The role offers weekday hours, occasional Saturdays, and incentive opportunities.

Qualifications

• High school diploma required.
• 1+ year of sales or customer service experience preferred.
• Position may be filled as Personal Banker I or II depending on experience and education.

Responsibilities

• Interact with customers in person and over the phone to meet financial needs.
• Actively listen and recommend products and services to achieve sales and service goals.
• Educate customers on retail products and digital solutions to enhance financial health.
• Ensure transactions are processed accurately and in compliance with policies.
• Refer customers to bank specialists for complex needs.

Skills

Sales skills

Customer service

Communication

MS Office

Education

High School diploma

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

Mercantil Commerce Bank in Lees Summit, MO is seeking a personable Personal Banker I/II to help customers improve their financial health. You’ll greet clients, uncover banking needs, and recommend retail products and digital solutions. You’ll process transactions accurately, stay compliant, and refer complex cases to bank specialists as needed. The role offers weekday hours, occasional Saturdays, and incentive opportunities.