Private Banking Client Associate

Commerce Bank•Leawood, KS

1d•$21 - $27•Onsite

About The Position

The Private Banking Client Associate manages client relationships for one to three Private Bankers and supports them in delivering a superior client experience. The role handles client service needs, resolves issues, follows up promptly, and maintains clear communication with clients and assigned Private Bankers. It also supports loan processing and closing schedules, prepares client presentations, participates in joint calls when needed, and keeps client records current in the Quest CRM system. The associate may identify prospective clients and sales opportunities through client support and networking, and provides coverage for other client associates. Commerce Trust, a division of Commerce Bank, provides wealth management services including financial planning, estate and tax planning, investment management, private banking, and trust administration.

Requirements

Knowledge of general banking services and products, particularly lending and deposit products.
Demonstrated customer contact and communication skills.
Proficiency in word processing and spreadsheet preparation.
Good organizational skills and strong attention to detail.
Motivated, organized self-starter who is inquisitive, agile, and a strong team player.
Excellent verbal, written, and interpersonal communication skills.
Ability to remain adaptable and resilient, maintain an optimistic outlook, and align with the company’s culture and Core Values.
Intermediate proficiency with Microsoft Word, Excel, and Outlook.
High school diploma or equivalent combination of education and experience.
Must be eligible to work in the United States without sponsorship now or in the future.

Nice To Haves

Familiarity with contact management software and database management.
Associate’s or bachelor’s degree.
Two or more years of retail or commercial banking experience.
Experience with Commerce internal systems, including Salesforce, Quest, Teller Connections, Shaw, Branch Connections, Encompass, or Blend.

Responsibilities

Manage a portfolio of client relationships for one to three Private Bankers.
Complete client tasks, resolve issues, and follow up in a timely manner to provide a superior client experience.
Work closely with assigned Private Bankers 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 conversations in the Quest CRM system.
Work with Private Bankers to ensure Quest CRM records are up to date.
Identify new clients and sales opportunities through client support and networking.
Support other client associates through effective communication and coverage.
Perform other duties as assigned.