Inbound Sales Specialist

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