Private Banking Client Associate

Commerce Bank

93d • $20 - $26

About The Position

The main purpose of this job is to assist Private Bankers with researching prospect opportunities, preparation of marketing materials and solicitation of new sales opportunities associated with the private banking process. The role involves researching targeted prospects, accumulating needed information, and formulating appropriate presentations to effectively solicit new business opportunities in banking and wealth management. The position also requires preparing comprehensive credit write-ups, reviewing daily reports on behalf of assigned private bankers, and assisting with client calls and requests. Additionally, the role includes directly soliciting specified relationships on targeted product offerings as instructed by the assigned private bankers.

Requirements

• Basic knowledge of the retail banking field.
• Motivated and organized self-starter with strong attention to detail.
• 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.
• Basic level proficiency with Microsoft Word, Excel, Teams, and Outlook.
• Bachelor’s degree or equivalent combination of education and experience required.
• 1+ year banking or other financial institution experience required.

Responsibilities

• Research targeted prospects and accumulate needed information to formulate appropriate presentations.
• Prepare required credit underwriting packages for approval.
• Prepare comprehensive credit write-ups as needed.
• Review daily reports on behalf of assigned private banker(s) to determine issues with assigned accounts.
• Assist assigned private banker(s) with handling client calls and requests.
• Directly solicit specified relationships on targeted product offerings as instructed by the assigned private bankers.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees