Private Banking Relationship Manager
About Working at Commerce Wouldn't it be great to build your career at a bank that's known for helping people with their financial challenges? That's exactly what you'd be doing when you join the team at Commerce Bank.
We're looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs.
You'd be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.
No wonder we've been an industry leader for over 155 years and have developed a reputation as a great place to work in the financial services world.
If you'd like to be a part of a team and culture that is respected by its peers and in your community, we should talk.
We're always looking for the best and brightest.
Since 1906, Commerce Trust, a division of Commerce Bank, has been a leading provider of investment management, financial planning, trust and private banking services.
Commerce Trust provides a full range of wealth and investment planning services to individuals and institutions.
We build a comprehensive team around our client's unique personal and financial situation, managing their wealth and helping them achieve their long-term goals.
Commerce Trust received the 2019 Highly Commended Private Wealth Manager Award (Over $5 Billion) by Private Asset Management and 2021 Global Finance's Best Private Banking Award for the Midwest Region.
Commerce Trust administers over $57 billion in total client assets.
About This Job 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 growth, revenue generation, and revenue growth.
Essential Functions 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 $30,000,000 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 Knowledge, Skills & Abilities Required 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 Education & Experience Bachelor's degree or equivalent combination of education and experience required 6
years financial services industry or Commercial Banking/Retail Personal Banking experience required Level of role is determined by knowledge, experience, skills, abilities, and educationFor this position, Commerce Bank will review your motor vehicle driving record.
If you express interest in and are considered for this position, you'll be asked to authorize our review of that record.
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.
Location:
1900 West Loop South, Suite 1800, Houston, Texas 77027Time Type:
Full time Recommended Skills Adaptability Agile Methodology Attention To Detail Commercial Banking Curiosity Finance Estimated Salary: $20 to $28 per hour based on qualifications.
We're looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs.
You'd be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.
No wonder we've been an industry leader for over 155 years and have developed a reputation as a great place to work in the financial services world.
If you'd like to be a part of a team and culture that is respected by its peers and in your community, we should talk.
We're always looking for the best and brightest.
Since 1906, Commerce Trust, a division of Commerce Bank, has been a leading provider of investment management, financial planning, trust and private banking services.
Commerce Trust provides a full range of wealth and investment planning services to individuals and institutions.
We build a comprehensive team around our client's unique personal and financial situation, managing their wealth and helping them achieve their long-term goals.
Commerce Trust received the 2019 Highly Commended Private Wealth Manager Award (Over $5 Billion) by Private Asset Management and 2021 Global Finance's Best Private Banking Award for the Midwest Region.
Commerce Trust administers over $57 billion in total client assets.
About This Job 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 growth, revenue generation, and revenue growth.
Essential Functions 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 $30,000,000 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 Knowledge, Skills & Abilities Required 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 Education & Experience Bachelor's degree or equivalent combination of education and experience required 6
years financial services industry or Commercial Banking/Retail Personal Banking experience required Level of role is determined by knowledge, experience, skills, abilities, and educationFor this position, Commerce Bank will review your motor vehicle driving record.
If you express interest in and are considered for this position, you'll be asked to authorize our review of that record.
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.
Location:
1900 West Loop South, Suite 1800, Houston, Texas 77027Time Type:
Full time Recommended Skills Adaptability Agile Methodology Attention To Detail Commercial Banking Curiosity Finance Estimated Salary: $20 to $28 per hour based on qualifications.
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