Personal Banker

About This Role

This Personal Banker role is for a personable, goal-oriented individual passionate about helping customers improve their financial health. You will gain valuable insight into banking and finance while assisting customers with daily financial challenges and acting as a key ambassador for the Commerce Bank brand.

Responsibilities

• Deliver an excellent customer experience both in person and over the phone to ensure financial needs are met
• Actively listen to customers to make appropriate recommendations that match their needs
• Educate customers on a variety of retail products and digital solutions that improve financial wellness
• Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements
• Establish relationships with other internal departments and refer customers to bank specialists when complex financial needs are identified
• 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
• Identify complex financial needs and refer customers to bank specialists when appropriate
• Perform other duties as assigned

Requirements

• Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone

Benefits

• Opportunities to earn more than base pay through a quarterly incentive program
• Tools, resources, and training needed to be successful in the role
• Opportunities to further your career with Commerce Bank

Important Details

• Schedule: Monday - Friday 8:00 AM - 5:30 PM, Saturday 8:45 AM - 12:00 PM

About the Company

Commerce Bank is committed to helping people find financial safety and success, helping businesses thrive, and ensuring people and their money are taken care of. With 160 years of history, the company focuses on its people and communities, offering opportunities for growth and learning.