Banking Solutions Specialist

CORE BANKOverland Park, KS
Onsite

About The Position

Core Bank is a community bank built on relationships, not transactions — and we are looking for a Banking Solutions Specialist to be a driving force behind the experience our Kansas City clients count on. This is a role for someone who has moved past the basics: you work independently, you hear what a client needs before they finish the sentence, and you know when to solve it yourself and when to bring in an expert. If you live for the moment a client walks away thinking “that was easy,” this is your seat. No two days look the same. You will move fluidly between client engagement, operational execution, and business development, always with the customer at the center.

Requirements

  • Two or more years of retail banking experience with exposure to complex client relationships and real operational responsibility
  • A track record of building trust and growing relationships through consultative, needs-based conversations.
  • Comfortable across core banking systems, teller platforms, digital service tools, and Microsoft Office, and quick to adopt what comes next.
  • Strong judgment to know when to close an opportunity yourself and when to bring in a subject-matter expert or business-line partner.
  • Self-motivated with accountability, follow-through, and the discretion to protect confidential information.
  • High school diploma or equivalent required

Nice To Haves

  • Associate’s or Bachelor’s degree preferred

Responsibilities

  • 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; escalate 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.

Benefits

  • We invest in development and we promote from within.
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