Private Banking Client Associate

Commerce Bank•Saint Joseph, MO

10d•Onsite

About The Position

Building a career at Commerce is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you. For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.

Requirements

Knowledge of general banking services and products, with emphasis on lending and deposit products
Demonstrated customer contact and communication skills
Proficiency in word processing and spreadsheet preparation required, familiarity with contact management software and data base management helpful
Good organizational skills
Motivated and organized self-starter with strong attention to detail
Inquisitive, agile, and strong team player with excellent communication skills (verbal, written and interpersonal)
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
Intermediate level proficiency with Microsoft Word, Excel, and Outlook
High school diploma or equivalent combination of education and experience required.
Must be eligible to work in the US without sponsorship now or in the future.

Nice To Haves

Associate’s or Bachelor's degree preferred.
2+ years retail or commercial banking experience preferred
Experience with Commerce internal systems preferred [Salesforce, Quest, Teller Connections, Shaw, Branch Connections, Encompass, Blend]

Responsibilities

Manage portfolio of client relationships for 1-3 Private Bankers
Provide a superior client experience by completing tasks, resolving issues, and following up in a timely manner
Work closely with assigned Private Banker(s) to build a strong channel of communication
Prepare client presentations and participate in joint calls when necessary
Assist in processing loans and scheduling closings
Communicate directly with clients to complete service needs and document conversation in the CRM (Quest)
Work with the Private Banker(s) to ensure CRM (Quest) records are kept up-to-date
Identify new clients and sales opportunities through client support and networking
Support other client associates by communicating effectively and providing coverage
Perform other duties as assigned