Private Banking Relationship Manager

Commerce Bancshares
United States
Workplace: OnsiteFull timeUSD 105,000 - 123,500 annuallyFunction: Customer Success & Account ManagementExperience: 6+ yearsEducation: bachelorsSkills: ["Self-starter","Organized","Attention to detail","Communication","Teamwork"]

Develop, manage, retain, and expand affluent client relationships by executing a written marketing and calling plan. Identify opportunities to sell investment management products and trust services, prepare and deliver client presentations, and drive loan and deposit growth. Manage a large portfolio of clients, make or defend credit recommendations within lending authority, and oversee banking components to help avoid principal loss.

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Commerce Bancshares
Commerce Bancshares
1 month ago

Private Banking Relationship Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live

Job Summary

Develop, manage, retain, and expand affluent client relationships by executing a written marketing and calling plan. Identify opportunities to sell investment management products and trust services, prepare and deliver client presentations, and drive loan and deposit growth. Manage a large portfolio of clients, make or defend credit recommendations within lending authority, and oversee banking components to help 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 private banking 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 $30,000,000 and up to 350 relationships.
  • •Make decisions within assigned lending authority or defend credit extension recommendations, and manage banking components to avoid principal loss.

Pay and Benefits

Salary: USD 105,000 - 123,500 annually
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePersonal TimeEducation Assistance

Key Requirements

  • •6+ years of financial services industry experience, or Commercial Banking/Retail Personal Banking experience.
  • •Bachelor’s degree or an equivalent combination of education and experience.
  • •Ability to create and execute a marketing plan and meet sales and marketing goals.
  • •Strong knowledge of the banking industry and ability to manage multiple priorities with attention to detail.
  • •Intermediate proficiency with Microsoft Word, Excel, Teams, and Outlook, plus a valid driver’s license.
Experience:6+ yearsFinancial servicesCommercial bankingRetail personal bankingPrivate bankingWealth management
Education:Bachelor's
Skills:Self-starterOrganizedAttention to detailCommunicationTeamwork
Licenses:Driver’s license
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft TeamsMicrosoft Outlook

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