Premier Banking Relationship Manager

Commerce Bank•Castle Rock, CO

2d•Onsite

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

Nice To Haves

Series 6 & 63 licensure preferred, 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