Private Banking Relationship Manager III

6 days ago


Kansas City, Missouri, United States Commerce Bank Full time
About Working at Commerce

At Commerce Bank, we're committed to helping our clients achieve financial safety and success. Our team of experienced professionals is dedicated to providing exceptional service and building long-term relationships with our clients. We're proud to be a leading provider of wealth management services, including financial planning, estate and tax planning, investment management, private banking, and trust administration services.

About This Job

We're seeking a highly motivated and organized Private Banking Relationship Manager III to join our team. As a key member of our commercial banking team, you will be responsible for developing, managing, and expanding client relationships within the affluent market segment. You will work closely with clients to understand their financial goals and objectives, and provide tailored solutions to meet their needs.

Key Responsibilities
  • Develop and execute a written marketing plan to develop and expand a portfolio of qualified client relationships.
  • 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.
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.
  • 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 and 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.


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