Sales Representative - CMG

Commerce Bank•St. Louis, MO

About The Position

The Sales Representative solicits new business opportunities with community banks and other financial institutions within assigned regional territories, supporting new business development and client servicing in commercial coverage territories. The role uses a consultative sales approach to introduce investment products and related services, engage executive management, build relationships, and grow market presence. The representative manages a book of business developed through business-development efforts, including community banks, money managers, public entities, and other financial institutions. The position works with senior sales, trading, and asset liability management teams to develop the skills needed to speak with portfolio managers, markets fixed-income products and related services to achieve annual production goals, and assists senior sales representatives as needed. Other duties may be assigned.

Requirements

Basic knowledge of the banking and/or finance industry.
Ability to learn fixed-income product sets.
Strong strategic, analytical, and problem-solving skills.
Well-developed sales skills.
Ability to travel to meet clients and prospects in person and build trusted relationships.
Ability to assist with managing complex relationship sales cycles.
Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent on meeting all driving requirements.
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities.
Inquisitive, agile team player with excellent written, verbal, and interpersonal communication skills.
Ability to remain adaptable and resilient, maintain an optimistic outlook, and reflect the company’s culture and Core Values.
Basic proficiency with Microsoft Word, Excel, Teams, and Outlook.
Bachelor’s degree in business or a related field emphasizing Finance, Accounting, Entrepreneurship, or Economics, or an equivalent combination of education and experience.
At least 1 year of financial services industry experience.
SIE, Series 52, 7, and 63 registration, or ability to obtain within 180 days of hire.
Must be licensed to join a Bank Dealer and/or FINRA Broker Dealer.
Must be eligible to work in the United States without sponsorship now or in the future.

Nice To Haves

At least 2 years of outbound sales experience.
Commissioned sales experience.
Experience with Bloomberg.

Responsibilities

Solicit new business opportunities with community banks and other financial institutions within assigned regional territories using a consultative sales approach.
Introduce investment products and related services, engage executive management, build relationships, and grow market presence.
Manage a book of business developed through business-development efforts, including community banks, money managers, public entities, and other financial institutions.
Work with senior sales, trading, and asset liability management teams to learn the skills needed to speak with portfolio managers at banks and other institutions.
Market fixed-income products and related services to reach annual production goals.
Assist senior sales representatives as needed.
Perform other duties as assigned.