Private Banking Client Associate

2 days ago
Saint Joseph, IN, United States Commerce Bank Full-time

About Working at Commerce

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.

Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.

Compensation Range

Hourly: $21.36 - $27.60 (Amount based on relevant experience, skills, and competencies.)

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.

Essential Functions

  • Manage portfolio of client relationships for 1-3 Private Bankers

  • Provide a superior client experience by completing tasks, resolving issues, and following up in a timely manner

  • Work closely with assigned Private Banker(s) to build a strong channel of communication

  • Prepare client presentations and participate in joint calls when necessary

  • Assist in processing loans and scheduling closings

  • Communicate directly with clients to complete service needs and document conversation in the CRM (Quest)

  • Work with the Private Banker(s) to ensure CRM (Quest) records are kept up-to-date

  • Identify new clients and sales opportunities through client support and networking

  • Support other client associates by communicating effectively and providing coverage

  • Perform other duties as assigned

Knowledge, Skills & Abilities Required

  • Knowledge of general banking services and products, with emphasis on lending and deposit products

  • Demonstrated customer contact and communication skills

  • Proficiency in word processing and spreadsheet preparation required, familiarity with contact management software and data base management helpful

  • Good organizational skills

  • Motivated and organized self-starter with strong attention to detail

  • Inquisitive, agile, and strong team player with excellent communication skills (verbal, written and interpersonal)

  • 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, and Outlook

Education & Experience

  • High school diploma or equivalent combination of education and experience required. Associate’s or Bachelor's degree preferred.

  • 2+ years retail or commercial banking experience preferred

  • Experience with Commerce internal systems preferred [Salesforce, Quest, Teller Connections, Shaw, Branch Connections, Encompass, Blend]

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.

Level of role is determined by knowledge, experience, skills, abilities, and education

*For individuals applying, assigned and/or hired to work i

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