Private Banking Client Associate

Commerce Bank•Bloomington, IL

2d•$21 - $28•Onsite

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. 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

Bachelor’s degree or equivalent combination of education and experience required
1+ year banking or other financial institution experience required
Basic knowledge of the retail banking field
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
Basic level proficiency with Microsoft Word, Excel, Teams and Outlook
For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.

Responsibilities

Research targeted prospects and accumulate needed information and formulate an appropriate presentation to effectively solicit new business opportunities both in banking and wealth management
Accumulate the needed information from both the private banker and client/prospect to prepare the required credit underwriting package 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 (overdrafts, misapplied loan/card payments, fraud, etc.)
Assist assigned private banker(s) with handling client calls and requests that occur as a normal course of business
Directly solicit specified relationships on targeted product offerings as instructed by the assigned private bankers
Perform other duties as assigned