Relationship Banker: Financial Solutions Specialist

Arvest Bank; Lee's Summit (MO); On-site; USD 28,000 - 34,000; Full time

Job summary

Arvest Bank in Missouri seeks a Relationship Banker to drive product sales while delivering outstanding customer service and building strong customer relationships. The role involves guiding clients through financial solutions, using self-service options, and ensuring accurate servicing of accounts.

The position offers a clear path through Levels 1–3 with training, progression, and mentoring. Expect a flexible schedule, adherence to banking regulations, and opportunities to grow within a

Qualifications

• High School Diploma or GED required.
• Current NMLS SAFE Act Registration or the ability to be registered within 30 days required.
• Demonstrated sales and customer service experience preferred.
• Financial service provider experience preferred.
• College degree preferred.

Responsibilities

• Contribute to achieving branch sales goals through a consultative sales approach with new and existing customers, following the sales process defined in the CFB Retail Sales Playbook.
• Proactively make outbound calls to generate sales to strengthen further the customer relationship and/or begin customer relationships.
• Identify opportunities to sell consumer loans, accept consumer loan applications and facilitate loan closings.
• Deliver consistent, exceptional customer service by acknowledging every customer promptly, smiling and greeting each customer, introducing yourself, using eye contact, and thanking the customer.
• Opens and processes simple, moderately, or highly complex deposit accounts.
• Answer and assist customers’ questions and concerns, including, but not limited to, helping customers with deposit risk management and day-to-day banking business.
• Maintains in-depth knowledge of products and services, including digital services and delivery options.
• Participate in branch promotions and marketing initiatives as directed.
• Use sound judgment in applying bank standards, policies, and procedures regarding customers.
• Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program.

Skills

Sales experience

Customer service

Communication skills

Education

High School Diploma or GED

College degree preferred

Job description

Arvest Bank in Missouri seeks a Relationship Banker to drive product sales while delivering outstanding customer service and building strong customer relationships. The role involves guiding clients through financial solutions, using self-service options, and ensuring accurate servicing of accounts.

The position offers a clear path through Levels 1–3 with training, progression, and mentoring. Expect a flexible schedule, adherence to banking regulations, and opportunities to grow within a