Banking Solutions Specialist

Position Details

Location:

Kansas City - Overland Park, KS 66211

Job Type: Full Time

Education Level: High School

Job Category:
Customer Service

Core Bank is a high‑performing, tech‑forward community bank serving Omaha and Kansas City.

Banking Solutions Specialist positioned in Kansas City, responsible for delivering a high‑touch banking experience, managing client relationships, driving business growth, and ensuring operational compliance.

• Build and deepen client relationships
  • Deliver a consistent, high‑touch experience across all transaction types — from routine servicing to relationship‑deepening conversations.
  • Open, close, and maintain personal and business accounts and products accurately and efficiently.
  • Be a reliable point of contact for timely follow‑up, issue resolution, and continuity of service, advancing next steps and confirming outcomes on your own.
• Grow relationships through needs‑based selling
  • Use structured discovery to uncover stated and unstated needs, then align the right deposit, lending, digital, and service solutions.
  • Present options tied to what matters to the client, explain the pros and considerations, and close straightforward opportunities.
  • Recognize referral opportunities and coordinate warm handoffs to our mortgage, treasury, commercial banking, and wealth partners when a need exceeds retail scope.
  • Support deposit and loan growth through proactive outreach, relationship expansion, and consistent follow‑up that leads to repeat visits and referrals.
• Own service recovery and problem resolution
  • Independently resolve most service failures end to end. Find the root cause and offer solutions based on the customer’s needs.
  • Follow up to confirm resolution and restore trust; elevate high‑risk or high‑value concerns appropriately with complete documentation.
• Keep operations sound and compliant
  • Process teller transactions accurately and efficiently.
  • Support daily banking center operations, including new accounts, account servicing, teller activity, and lending support.
  • Apply regulatory and compliance requirements across varied scenarios; identify and stop potential compliance risks and document decisions accurately, without prompting.
• Lift up the team
  • Provide as‑needed guidance, knowledge‑sharing, and coverage to colleagues.
  • Model Core Bank’s service non‑negotiables and reinforce best practices through consistent execution and follow‑through.

• High‑Performing Deliver on your commitments, keep growing, stay composed under pressure, and do the right thing — every time.
• Tech‑Forward Work fluently across core banking systems and digital tools, protect client information, and embrace new ways of working.
• Solutions‑Based Solve the real problem, communicate clearly, think a step ahead, and keep the client at the center of every decision.
• Values Live our six values — Collaborative, Curious, Empowered, Genuine, Nimble, and Serve — in every interaction, inside and out.

• Product Knowledge Holds broad, accurate knowledge across deposit, lending, and digital/service products; recognizes small‑business and treasury needs and makes timely, informed referrals; matches products to needs without prompting.
• Service Excellence Consistently delivers high‑touch service across all transaction types and situations; independently de‑escalates routine complaints and owns resolution end to end.
• Needs Assessment Uses structured questioning to uncover stated and unstated needs; connects needs across products; responds to objections; follows up independently to advance next steps and confirm outcomes.
• Relationship Building & Referral Recognition Maintains ongoing relationships; recognizes referral opportunities and explains the value of next steps; follows up on life events and prior conversations; confirms outcomes that lead to repeat visits and referrals.
• Service Recovery Independently resolves most service failures end to end; identifies root cause; offers solutions based on customer needs; follows up to confirm resolution and restore trust.
• Needs‑Based Selling Aligns solutions to identified needs; presents options with pros and considerations tied to…