Premier Banking Relationship Manager

Commerce BankFall River, MA
$73,025 - $85,675Onsite

About The Position

The main purpose of this job is to drive new customers and sales through proactive networking, effective relationship management, and referral generation with a strong focus on acquiring new clients and expanding existing client relationships. This role involves building and managing a prospect pipeline, expanding referral networks, identifying and closing new to bank relationships, and participating in sales calls with product partners. The position requires championing a client-focused culture, aligning go-to-market activities with company values, and bringing forward insights to accelerate growth.

Requirements

  • Strong relationship management skills, with a focus on lead generation
  • Proven track record within a team selling and lead sharing environment
  • Ability to operate with autonomy and accountability—creating structure, momentum, and results without constant direction
  • Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
  • Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
  • Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
  • Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
  • Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook
  • Bachelor’s degree or equivalent combination of education and experience required
  • 5+ years new customer acquisition sales or related experience required, preferably within the banking field
  • Series 6 & 63 licensure required, or able to obtain within a designated time frame
  • NMLS required, or able to obtain within a designated time frame

Responsibilities

  • Build and manage a robust, high-quality prospect pipeline while maintaining and expanding strong client relationships
  • Proactively develop, expand, and maintain a strong network of referral sources and centers of influence by participating in outreach activities with assigned customers and target prospects with the objective to acquire new business
  • Identify and close new to bank relationships and develop new business primarily with prospects, as well as existing clients within assigned territories
  • Participate in independent and/or joint calling with product partners to ensure a coordinated approach to customer success
  • Conduct sales calls and move each prospect through the sales cycle from first appointment to booking new business.
  • Set appointments with prospects through the telephone, email, and marketing campaigns.
  • Maintain strong sales records through consistent, accurate use of bank systems to manage pipeline activities and forecasts
  • Champion a client focused culture and ensure all go-to-market activities are aligned with Commerce’s values and growth objectives.
  • Bring forward insights, innovation, and recommendations that accelerate growth in the region.
  • Perform other duties as assigned

Benefits

  • employer sponsored health, dental, and vision insurance
  • 401(k)
  • life insurance
  • paid vacation
  • paid personal time
  • career development
  • education assistance
  • voluntary supplemental benefits
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