CoreFirst - Call Center Personal Banker


Company: CoreFirst Bank & Trust
Position: Call Center Personal Banker
Reports to: Call Center Manager
Classification: Full-Time; Non-Exempt
Location: Topeka, KS [Main Bank]

Job Summary:
A Call Center Personal Banker serves as the point of contact for customers and non-customers who contact CoreFirst via phone or the chat application on our website. Call Center Personal Bankers answer questions about retail banking products and services and direct callers with other needs to the appropriate bank personnel. Call Center Personal Bankers deliver the highest possible customer service as they perform all job duties and contribute to the bank’s business goals by referring customers appropriate products and services.

Essential Job Functions: 

  • Answers incoming calls from internal and external customers and assists them by listening and asking appropriate questions.
  • Transfers calls when the customer needs are beyond the scope of the Call Center
  • Answers questions regarding customer needs, concerns, and completing complex transactions
  • Completes processes related to all commercial and retail banking products, including but not limited to deposit, retirement, loan, bank card, electronic, and treasury management services
  • Achieves goals set forth by Call Center Manager regarding number of calls answered, length of calls, schedule adherence and other goals set forth by management
  • Performs outbound calls when necessary to support bank objectives and initiatives
  • Maintains and updates internal records and logs as needed
  • Adheres to CoreFirst policies, procedures and regulatory guidelines

Knowledge, Skills, Abilities:
Requires Six (6) months CoreFirst Teller or Personal Banker experience with demonstrated proficiency, OR, two (2) years of outside banking, call center, or customer service experience.

High School Diploma or equivalent required, some college preferred.

Skills & Abilities    
Courtesy, customer service, and tact are essential elements of the job.  Work involves extensive personal contact with others inside and outside the Bank for purposes of giving or obtaining information, influencing others with ideas, building relationships, or soliciting cooperation. Empathy, relatability and ability to work with customers from a wide range of backgrounds and personality types are crucial traits for Call Center Bankers.


  • Adherence to CoreFirst Values; Respect, Communication, Integrity, Initiative, and Accountability. High level of skill in the CoreFirst Competencies of Customer Focus, Compliance, Ethics, Perseverance, and Time Management.
  • Working knowledge and proficient use of Microsoft suite
  • Salary differential available for bilingual, Spanish-speaking employees
  • Ability to adapt quickly to changes in procedure and/or technology. Proficiency with process and procedures related to consumer deposit and loan products.
  • Professionalism and composure; strong sales awareness; ability to contribute to a motivated environment; ability to monitor key details and set priorities; goal-oriented mindset

Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to talk or hear.  The employee is frequently required to stand, walk, and sit.  Some light physical effort required.

Travel is primarily local during the business day, and for the purpose of covering shifts at other Kansas City bank branches.  Some evening travel may be needed, occasionally, for the purposes of training which may be located in the Topeka, Kansas area.

Work Environment:
This job operates in a professional office environment.  This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets, and fax machines.

Applicants must pass a drug screen and background checks.

Internal applicants must be meeting the minimum requirements of their current job and submit a cover letter and resume via the employee portal.

CoreFirst provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, CoreFirst complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.



What our clients say...

Blue Cross Blue Shield of Kansas

Lori Blosser, PHR, SHRM-CP
Manager, Corporate Staffing
Blue Cross and Blue Shield of Kansas

"We rely on the SOS II results to give us insight into an applicant's work ethic and integrity.  Overall, we have found the results to be reliable and important in getting a complete understanding of the applicant's past behavior to then predict if they will be a good fit for our position opening.  This assessment is also easy to administer and user friendly for the applicant."