Banking Solutions Specialist
Company Overview
Core Bank is a high-performing, tech-forward community bank serving Omaha and Kansas City. Guided by our vision to be high-performing, solutions-based, and tech-forward, we combine trusted relationships with modern tools to deliver smarter, faster, and more personalized banking. Our culture—what we call our Recipe for Awesome—makes Core Bank more than a place to work or bank; it’s a place where people grow, solutions thrive, and together we build better. If you want to help us build something remarkable, then we'd love to get to know you. To learn more about what makes us - us, explore .
Banking Solutions Specialist
Core Bank is a community bank built on relationships, not transactions — and we are looking for a Banking Solutions Specialist to be a driving force behind the experience our Kansas City clients count on. This is a role for someone who has moved past the basics: you work independently, you hear what a client needs before they finish the sentence, and you know when to solve it yourself and when to bring in an expert. If you live for the moment a client walks away thinking “that was easy,” this is your seat.
What you’ll do
No two days look the same. You will move fluidly between client engagement, operational execution, and business development, always with the customer at the center.
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; escalate 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.