Private Banking Relationship Manager – Commerce Trust

Commerce Bank

2d•$93,000 - $123,500

About The Position

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. The main purpose of this job is to develop, manage, retain and expand client relationships within the affluent market segment with responsibility for loan and deposit grown, revenue generation, and revenue growth.

Requirements

Strong knowledge of the banking industry
Ability to meet specific sales and marketing goals
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
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
Intermediate level proficiency with Microsoft Word, Excel, Teams and Outlook
Bachelor’s degree or equivalent combination of education and experience required
5+ years financial services industry or commercial banking/retail personal banking experience required

Responsibilities

Create and execute a written marketing plan with the aim of developing/expanding a portfolio of qualified client relationships through an active calling effort targeting individuals whose financial status falls within the parameters defined as the private banking target market
Identify opportunities for the sale of investment management products and trust services
Prepare and deliver client presentations
Manage a portfolio of more than $25,000,000 and up to 350 relationships
Make decisions within assigned lending authority or make and defend recommendations for the extension of credit that exceeds authority
Manage banking component of client relationships in order to avoid principal loss
Perform other duties as assigned