Personal Banker

About the role

Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you’ll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You’ll be helping yourself too, because Commerce has a tradition of recognizing and rewarding people for their talent, skills, and contributions.

Responsibilities

• Receive the tools, resources, and training you need to be successful in your role and have opportunities to further your career with Commerce Bank.
• Deliver an excellent customer experience both in person and over the phone to ensure we meet customers’ financial needs.
• Actively listen to our customers so you can make appropriate recommendations that match their needs.
• Educate customers on a variety of retail products and digital solutions that improves their 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.
• Be able to earn more than your base pay through our quarterly incentive program.

Essential Functions

• 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.

Knowledge, Skills & Abilities

• Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone.
• Ability to meet personal and branch sales and customer services expectations.
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities.
• Team player with excellent written, verbal and interpersonal communication skills.
• Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values.
• Proficient with Microsoft Word, Excel and Outlook.

Requirements

• High School diploma or equivalent combination of education and experience required.
• 1+ years sales or customer service experience required.
• Experience working in an environment with individual and team sales goals preferred.
• Position may be filled as a Personal Banker I or a Personal Banker II, depending on experience and education.
• Must be eligible to work in the U.S. without sponsorship now or in the future.

Pay

Hourly: $20.55 – $25.05 (Amount based on relevant experience, skills, and competencies.)

Benefits

• Employer-sponsored health, dental, and vision insurance.
• 401(k).
• Life insurance.
• Paid vacation and paid personal time.
• Career development and education assistance.
• Voluntary supplemental benefits.

Schedule

• Monday – Friday: 7:45 AM – 5:45 PM
• Saturday: 8:45 AM – 12:15 PM