Banking Services Specialist

Commerce Banking Services Specialist

About Working at Commerce: A career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are.

About This Job: The main purpose of this job is to deliver exceptional customer service and financial solutions through both branch-based and call center interactions. This role serves as a key point of contact for customers, addressing their banking needs, answering inquiries, and providing personalized support across multiple communication channels, including in-person, phone, and online.

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
• Respond to customer calls, offering real-time solutions for account management, online banking, and transactional inquiries
• Utilize CRM systems to track and resolve customer issues efficiently and maintain detailed records of interactions
• Authenticate callers to ensure our customers and the bank are protected from fraud attempts and take additional steps to mitigate risk when needed
• Responsible for more advanced product and system knowledge such as online banking services
• Perform other duties as assigned

Knowledge, Skills & Abilities Required:

• 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 customer services expectations
• Ability to maintain a high degree of confidentiality
• Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Inquisitive, agile and strong 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 value
• Ability to adapt and shift priorities, workflows and schedules due to customer demands
• Intermediate level proficiency with Microsoft Word, Excel, Teams and Outlook

Education & Experience:

• Associate degree or equivalent combination of education and experience required
• 1+ years of retail banking and/or sales experience required
• 2+ years of customer service experience required

Location: 922 Walnut St, Kansas City, Missouri 64106

Time Type: Full time

Equal Opportunity Employer: Commerce Bank is proud to be an equal employment opportunity employer and believes that every individual should have the opportunity to work at a job for which he, she or they qualifies. We celebrate diversity and do not discriminate based on race, color, ancestry, ethnicity, gender identity, gender expression, sex, sexual orientation, disability (including physical or mental handicap), age, veteran status, military status, national origin, religion, pregnancy status, marital status, genetic information, or any other status protected by applicable federal, state or local law.