Private Banking Relationship Manager - Commerce Trust

Commerce Bancshares
United States
Workplace: OnsiteFull timeUSD 107,000 - 187,000 annuallyFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Interpersonal skills","Written communication","Organization","Attention to detail","Teamwork","Adaptability","Resilience","Motivated self-starter","Ability to manage multiple priorities"]

Develop, manage, retain, and expand affluent client relationships for Commerce Trust, focusing on loan and deposit growth and revenue generation. Create and execute a written marketing plan through active calling to build qualified relationships. Identify opportunities for investment management and trust services, prepare and deliver client presentations, and manage a portfolio of 25M+ in assets across up to 350 relationships. Make and defend credit recommendations within lending authority while helping avoid principal loss.

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Commerce Bancshares
Commerce Bancshares
3 days ago

Private Banking Relationship Manager - Commerce Trust

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Last checked: 2 days agoStatus: Live

Job Summary

Develop, manage, retain, and expand affluent client relationships for Commerce Trust, focusing on loan and deposit growth and revenue generation. Create and execute a written marketing plan through active calling to build qualified relationships. Identify opportunities for investment management and trust services, prepare and deliver client presentations, and manage a portfolio of 25M+ in assets across up to 350 relationships. Make and defend credit recommendations within lending authority while helping avoid principal loss.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Create and execute a written marketing plan to develop and expand a portfolio of qualified client relationships through active calling.
  • •Identify opportunities to sell investment management products and trust services.
  • •Prepare and deliver client presentations.
  • •Manage a portfolio of more than $25,000,000 and up to 350 relationships.
  • •Make decisions within assigned lending authority, including recommendations for extension of credit exceeding authority, and manage banking relationships to avoid principal loss.

Pay and Benefits

Salary: USD 107,000 - 187,000 annually
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePaid PersonalEducation Assistance

Key Requirements

  • •5+ years in financial services or commercial banking/retail personal banking.
  • •Bachelor’s degree or an equivalent education/experience combination.
  • •Strong knowledge of the banking industry and ability to meet sales and marketing goals.
  • •Ability to maintain a valid driver’s license and meet driving record criteria.
  • •Intermediate proficiency with Microsoft Word, Excel, Teams, and Outlook.
Experience:5+ yearsFinancial servicesCommercial bankingRetail bankingPrivate bankingWealth management
Education:Bachelor's
Skills:CommunicationInterpersonal skillsWritten communicationOrganizationAttention to detailTeamworkAdaptabilityResilienceMotivated self-starterAbility to manage multiple priorities
Licenses:Driver's license
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft TeamsOutlook

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Commerce Bancshares
Provides commercial, retail, wealth management, and payment services through its regional banking operations. Commerce Bancshares serves individuals, businesses, and institutions across the Midwest with deposit accounts, lending, treasury, and card solutions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1865
WebsiteLinkedIn