- Receive the tools, resources, and training you need to be successful.
- Educate customers on a variety of retail products and digital solutions that enhance the customer experience.
- Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements.
- Actively listen to our customers so you can make appropriate recommendations that match their needs.
- Establish relationships with internal departments and refer customers to bank specialists when complex financial needs are identified.
- Interact with customers both in person and through proactive phone calls to ensure we are meeting their financial needs.
- Be able to earn more than your base pay through our quarterly incentive program
- 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
- 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
- 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
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Personal Banker - Kansas City, United States - Commerce Bank
Description
About This Job
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. If this sounds like a fit for you, we're looking for a new Personal Banker to join our team.
Personal Bankers are the key ambassadors of the Commerce Bank brand. In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other lines of business within Commerce. As a Personal Banker, your goal is to uncover the financial needs of each customer and educate them on solutions to address those needs.
As a Personal Banker, you'll:
Essential Functions
Knowledge, Skills & Abilities Required
Education & Experience
Position may be filled as a Personal Banker I or a Personal Banker II, depending on experience and education. As a Personal Banker II you will also be subject to National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008. Incumbents in this position will be required to register and ongoing employment is contingent upon meeting all requirements.
