Personal Banker

Commerce Bank•Tulsa, OK

5d•$21 - $25•Onsite

About The Position

Commerce Bank is seeking a Personal Banker for its Tulsa location. Personal Bankers serve as key ambassadors of the Commerce Bank brand, building lasting relationships with customers, co-workers, and other areas of the business. The role focuses on uncovering customers’ financial needs and recommending suitable banking products and services to help improve their financial health. The Personal Banker delivers customer service in person and over the phone, educates customers about retail banking products and digital solutions, and completes financial transactions accurately while following company policies and regulatory requirements. The role also includes referring customers to bank specialists when more complex financial needs are identified. Commerce provides tools, resources, and training, and offers opportunities for career development. The position may be filled at the Personal Banker I or Personal Banker II level depending on experience and education. Additional compensation may be available through performance-based incentives.

Requirements

High school diploma or equivalent combination of education and experience.
At least 1 year of sales or customer service experience.
Strong sales skills and the ability to connect with customers in person and over the phone while delivering excellent customer service.
Ability to meet personal and branch sales and customer service expectations.
Motivated, 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 adapt to a variety of situations with an optimistic outlook aligned with Commerce Bank's culture and Core Values.
Proficiency with Microsoft Word, Excel, and Outlook.
Must be eligible to work in the United States without sponsorship now or in the future.

Nice To Haves

Experience working in an environment with individual and team sales goals.

Responsibilities

Interact with customers in person and over the phone to identify and meet their financial needs through needs-based conversations and sales fulfillment.
Listen to customers and recommend products and services based on their needs to help achieve individual and team sales and service goals.
Educate customers about retail products and digital solutions.
Complete financial transactions accurately and efficiently while complying with policies, procedures, and regulatory requirements.
Identify complex financial needs and refer customers to bank specialists when appropriate.
Perform other duties as assigned.