Personal Banker: Grow Financial Wellness & Relationships

Commerce Bank; Tulsa (OK); On-site; USD 29,000 - 34,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Life insurance

Paid vacation

Personal time

Career development

Education assistance

Voluntary benefits

Job summary

Commerce Bank in Tulsa, Oklahoma is seeking a personable Personal Banker who helps customers improve their financial health and builds lasting relationships with clients and the community.

You will uncover customer needs, recommend tailored retail products, and deliver exceptional service in person and over the phone while working toward sales and service goals. Training and tools provided to grow your career with Commerce Bank.

Qualifications

• High School diploma or equivalent combination of education and experience.
• 1+ years sales or customer service experience required.
• Experience working in an environment with individual and team sales goals preferred.

Responsibilities

• 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
• Identify complex financial needs and refer customers to bank specialists when appropriate.
• Perform other duties as assigned

Skills

Sales skills

Customer service

Communication

Attention to detail

Multitasking

MS Word

MS Excel

MS Outlook

Education

High School diploma

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

Commerce Bank in Tulsa, Oklahoma is seeking a personable Personal Banker who helps customers improve their financial health and builds lasting relationships with clients and the community.

You will uncover customer needs, recommend tailored retail products, and deliver exceptional service in person and over the phone while working toward sales and service goals. Training and tools provided to grow your career with Commerce Bank.