Personal Banker

About This Job

Our Personal Bankers are personable, goal‑oriented, and passionate about helping our customers improve their financial health. In this retail banking role, you will develop and maintain long‑lasting relationships with customers, co‑workers, and other areas of the business. Your goal is to uncover each customer’s financial needs and provide them with appropriate solutions.

• Deliver an excellent customer experience both in person and over the phone to ensure we meet customers' financial needs.
• Actively listen to customers so you can make appropriate recommendations that match their needs.
• Educate customers on a variety of retail products and digital solutions that improve 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.
• Earn more than your base pay through a 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 product and service recommendations based on customer needs to achieve individual and team sales and service goals.
• 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.

Monday – Friday 9:15 AM – 6:15 PM, rotating Saturdays.

• 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 service 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 aligned with our culture and core values.
• Proficiency with Microsoft Word, Excel, and Outlook.

• High school diploma or equivalent.
• 1+ year(s) of sales or customer service experience.
• Experience working in an environment with individual and team sales goals is preferred.

This position may be filled as a Personal Banker I or Personal Banker II, depending on experience and education.

Federal regulations require Commerce Bank to obtain an investigatory consumer report that will disclose credit history. If you are considered for this position, you will be asked to authorize that report.

The candidate selected for this position may be eligible for employer‑sponsored health, dental, and vision benefits.