Banking Solutions Specialist

Position Details Location: Kansas City - Overland Park, KS 66211 Job Type: Full Time Education Level: High School Job Category: Customer Service About Core Bank Core Bank is a high‑performing, tech‑forward community bank serving Omaha and Kansas City. Job Summary Banking Solutions Specialist positioned in Kansas City, responsible for delivering a high‑touch banking experience, managing client relationships, driving business growth, and ensuring operational compliance. 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; elevate 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. Core Competencies High‑Performing Deliver on your commitments, keep growing, stay composed under pressure, and do the right thing — every time. Tech‑Forward Work fluently across core banking systems and digital tools, protect client information, and embrace new ways of working. Solutions‑Based Solve the real problem, communicate clearly, think a step ahead, and keep the client at the center of every decision. Values Live our six values — Collaborative, Curious, Empowered, Genuine, Nimble, and Serve — in every interaction, inside and out. Additional Competencies Product Knowledge Holds broad, accurate knowledge across deposit, lending, and digital/service products; recognizes small‑business and treasury needs and makes timely, informed referrals; matches products to needs without prompting. Service Excellence Consistently delivers high‑touch service across all transaction types and situations; independently de‑escalates routine complaints and owns resolution end to end. Needs Assessment Uses structured questioning to uncover stated and unstated needs; connects needs across products; responds to objections; follows up independently to advance next steps and confirm outcomes. Relationship Building & Referral Recognition Maintains ongoing relationships; recognizes referral opportunities and explains the value of next steps; follows up on life events and prior conversations; confirms outcomes that lead to repeat visits and referrals. Service Recovery Independently resolves most service failures end to end; identifies root cause; offers solutions based on customer needs; follows up to confirm resolution and restore trust. Needs‑Based Selling Aligns solutions to identified needs; presents options with pros and considerations tied to customer priorities; closes straightforward opportunities; coordinates handoffs when a need exceeds retail scope. Financial Acumen Analyzes customer financial position (cash flow, borrowing needs, savings goals); explains key differences between options; supports informed decisions; holds foundational knowledge of market trends and economics. Regulatory Compliance Applies regulatory requirements across varied scenarios; identifies and stops potential compliance risks; independently owns required follow‑up; documents decisions accurately without prompting. Qualifications Two or more years of retail banking experience with exposure to complex client relationships and real operational responsibility. 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; Associate’s or Bachelor’s degree preferred. Career Growth These competencies anchor a defined career path; this is not a role you outgrow. The position offers depth, trust‑building, and opportunities to move up or across the bank. Core Bank invests in development and promotes from within. Equal Opportunity Statement Core Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. #J-18808-Ljbffr Core Bank