Personal Banker: Elevate Customers' Financial Wellness

Commerce Bank; Lee's Summit (MO); Sur place; USD 28 000 - 35 000; Plein temps

Avantages offerts par ce poste

Health insurance

Dental insurance

Vision insurance

401(k)

Paid vacation

Education assistance

Career development

Voluntary benefits

Résumé du poste

Commerce Bank is seeking a Personal Banker to join our team at the Lee's Summit Woods Chapel location. You will engage customers in person and by phone, uncover financial needs, and offer solutions while building lasting relationships with clients and colleagues.

The role emphasizes delivering an excellent customer experience, meeting sales and service goals, and adhering to regulatory requirements. Eligible for performance incentives, with scheduling that supports business needs.

Qualifications

• High School diploma or equivalent.
• 1+ years sales or customer service experience.
• Experience in a sales-driven environment preferred.

Responsabilités

• Interact with customers in person and by phone to assess financial needs and provide service.
• Actively listen and recommend products and services to meet goals.
• Educate customers on retail products and digital solutions to improve financial wellness.
• Ensure financial transactions are accurate and compliant with policies.
• Refer complex needs to bank specialists when appropriate.

Connaissances

Sales skills

Customer service

Multi-tasking

Communication

Adaptability

MS Office

Formation

High School diploma

Outils

Microsoft Word

Microsoft Excel

Outlook

Description du poste

Commerce Bank is seeking a Personal Banker to join our team at the Lee's Summit Woods Chapel location. You will engage customers in person and by phone, uncover financial needs, and offer solutions while building lasting relationships with clients and colleagues.

The role emphasizes delivering an excellent customer experience, meeting sales and service goals, and adhering to regulatory requirements. Eligible for performance incentives, with scheduling that supports business needs.