Commerce Bank is dedicated to helping individuals and businesses achieve financial success while fostering a supportive culture for its employees. The Inbound Sales Specialist role involves responding to customer inquiries, handling referrals, and providing information on banking products while ensuring compliance and customer satisfaction.
Responsibilities
- Receive and respond to incoming telephone calls, e-mails, chat, and voicemail
- Responsible for handling all referrals from Customer Care Center Associates who have identified a potential sales need
- Authenticate customer identity to ensure the customer and bank are protected from fraud attempts and take additional steps to mitigate risk if needed
- Respond to rate and general information inquiries on deposit products, credit card, and consumer loans and clearly explain features and benefits of each solution
- Enter consumer loan applications into loan origination systems following strict procedural guidelines to ensure compliance
- Explain bank policies, procedures, and/or regulations to customers as they relate to the specific retail solution
- Complete data entry to note customer interactions results
- Remain current with product knowledge and administrative requirements through trainings
- Perform other duties as assigned
Skills
- Basic knowledge of the compliance field
- Ability to successfully establish rapport with the customer, actively listen, respond promptly with correct information, and recommend appropriate solutions or additional services in response to customer needs
- Ability to maintain a high degree of confidentiality
- Ability to maintain a high level of customer satisfaction
- Ability to work in a high paced environment and maintain stable performance
- Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
- Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
- Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
- Basic level proficiency with Microsoft Word, Excel and Outlook
- Associate's degree in Business Administration, or equivalent combination of education and experience required
- 1+ year related customer service experience required
- 1+ year banking experience required
Benefits
- Employer sponsored health, dental, and vision insurance
- 401(k)
- Life insurance
- Paid vacation
- Paid personal time
- Career development
- Education assistance
- Voluntary supplemental benefits
Company Overview
- Commerce Bank is a commercial bank that offers financial products and banking services. It was founded in 1865, and is headquartered in Kansas City, Missouri, USA, with a workforce of 1001-5000 employees. Its website is https://www.commercebank.com/.