Personal Banker: Relationship & Solutions Expert

Central-Bank-c44c5195; Fulton (MO); On-site; USD 36,000 - 48,000; Full time

Job summary

Central Bank in Fulton, MO is seeking a customer service oriented professional to strengthen relationships by identifying financial needs and recommending bank products and services. You will assist customers with sales and service inquiries to support business growth and overall satisfaction.

Key responsibilities include processing transactions, opening and maintaining accounts for personal and business clients, and referring complex needs to experts.

Qualifications

• Customer service in banking or similar field preferred or equivalent combination of education, training and experience.
• Possess good judgement and strong organizational skills. Ability to manage multiple responsibilities, prioritize, research and solve problems, attention to detail, and handle confidential information.
• Strong interpersonal relations with the ability to work with customers and employees in a cooperative manner using excellent verbal, listening and communication skills.
• Provide Legendary Service that exceeds expectations at every opportunity.
• Ability and desire to represent Central Bank in the community in a positive and professional manner.

Responsibilities

• Deliver a consistent, exceptional customer experience by uncovering customer needs in a customer‑centric manner and recommending appropriate bank products and services.
• Accurately and efficiently process customer transactions, including account opening and maintenance for both personal and business accounts.
• Contribute to the achievement of both individual and team goals by supporting overall branch performance and success.
• Refer customers to subject‑matter experts when more complex financial goals or needs are identified.
• Complete required outbound phone calls to customers to help grow and retain relationships.
• Actively engage in continuous training and professional development to enhance skills and stay current with best practice.
• Effectively de‑escalate customer concerns or complaints by remaining calm, empathetic, and solution‑focused, while following bank policies and escalation procedures as needed.
• Conduct all activities in accordance with bank policies, procedures, systems, the Corporate Code of Conduct, the Bank Secrecy Act, and all applicable state and federal laws and regulations.

Skills

Customer service

Sales

Communication

Problem solving

Attention to detail

Job description

Central Bank in Fulton, MO is seeking a customer service oriented professional to strengthen relationships by identifying financial needs and recommending bank products and services. You will assist customers with sales and service inquiries to support business growth and overall satisfaction.

Key responsibilities include processing transactions, opening and maintaining accounts for personal and business clients, and referring complex needs to experts.