Transaction Specialist - Retail

Commerce Bank•Springfield, MO
•$17 - $19•Onsite

About The Position

The Transaction Specialist is the first point of contact for customers, providing exceptional service while processing financial transactions accurately and efficiently. The role supports routine banking needs, branch operations, customer education and referrals, while protecting customer information and contributing to a positive team environment. The schedule is Monday through Friday from 10:00 AM to either 5:15 PM or 6:15 PM, and Saturdays from 8:45 AM to 12:15 PM. The employee rotates between the drive-through and lobby and may close the drive-through from time to time. The position is based at 1345 E Battlefield Rd, Springfield, Missouri 65804. Applicants must be eligible to work in the United States without current or future sponsorship. Candidates considered for the position will be asked to authorize an investigatory consumer report that discloses credit history.

Requirements

  • High school diploma or equivalent combination of education and experience.
  • Strong customer service skills, including the ability to conduct needs-based conversations in person and over the phone.
  • Ability to meet personal and branch customer service and sales/referral expectations.
  • Organized, motivated self-starter with strong attention to detail and the ability to manage multiple priorities.
  • Inquisitive, agile team player with excellent written, verbal and interpersonal communication skills.
  • Ability to remain adaptable and resilient, maintain an optimistic outlook and reflect the company’s culture and Core Values.
  • Basic proficiency with Microsoft Word, Excel, Teams and Outlook.
  • Must be eligible to work in the United States without sponsorship now or in the future.

Nice To Haves

  • At least 1 year of customer service or cash handling experience is preferred.

Responsibilities

  • Greet customers professionally and assist with routine banking needs, including deposits, withdrawals, check cashing and loan payments.
  • Process financial transactions accurately and efficiently in compliance with policies, procedures and regulatory requirements.
  • Assist with branch operations as needed, including opening and closing procedures and currency equipment.
  • Balance the cash drawer daily and promptly reconcile discrepancies.
  • Identify opportunities to educate customers about bank products and services that meet their financial goals.
  • Collaborate with team members to support a positive branch environment.
  • Maintain the security and confidentiality of customer information.
  • Build relationships with internal departments and refer customers to bank specialists when complex financial needs are identified.
  • Perform other duties as assigned.

Benefits

  • Employer-sponsored health, dental and vision insurance
  • 401(k)
  • Life insurance
  • Paid vacation
  • Paid personal time
  • Career development
  • Education assistance
  • Voluntary supplemental benefits
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