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 www.corebankcareers.com.

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.

Who you are

You are a proficient, reliable performer who does not need a playbook for every situation. You are curious about people, calm under pressure, and driven to get to “yes” the right way.

• Two or more years of retail banking experience with exposure to complex client relationships and real operational responsibility
• A 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).

How you’ll show up: Core Bank’s global competencies

Every Person at Core Bank is measured against the same four global competency pillars. They are not buzzwords. They are how we work, and they are how we grow. In this role, that means:

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.

What Proficient Performance Looks Like

Beyond the global pillars, this role carries eight role-specific competencies. Here is the bar you will be set up to meet:

Product Knowledge

Banking 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

Customer Relationships

Consistently delivers high-touch service across all transaction types and situations; independently de-escalates routine complaints and owns resolution end to end.

Needs Assessment

Customer Relationships

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

Customer Relationships

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

Customer Relationships

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

Business Development

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

Banking Knowledge

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

Operations & Risk

Applies regulatory requirements across varied scenarios; identifies and stops potential compliance risks; independently owns required follow-up; documents decisions accurately without prompting.

These competencies anchor a defined career path, so this is not a role you outgrow. It is a place to build depth, earn trust, and move up or across the bank. We invest in development and we promote from within.

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.