Private Banking Client Associate

Commerce Bank • Saint Joseph, MO • 2d ago

Apply (https://commercebank.wd1.myworkdayjobs.com/en-US/CommerceJobs/job/MO---St-Joseph---St-Joseph---St-Joseph-Ashland--Karnes-64506/Private-Banking-Client-Associate_38442/apply)

locations

MO - St. Joseph - St. Joseph - St. Joseph Ashland & Karnes (64506)

time @type

Full time

posted on

Posted Today

job requisition id

38442

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

LI-AC2

Must be eligible to work in the US without sponsorship now or in the future.

The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here (https://careers.commercebank.com/us/en/benefits) to learn more.

Location: 3303 Ashland Ave, St. Joseph, Missouri 64506

Time Type:

Full time

About Us

Commerce Bank has been awarded numerous awards for our company culture. We have been included on distinguished lists such as Forbes' Best Midsized Employers, Forbes' Best Employers for Women, and Korn Ferry's Engaged Performance Award. You'll see the difference for yourself when you join the team.

Why Commerce? (https://www.commercebank.com/careers/about-commerce) Inclusion at Commerce How to Join Our Team (https://www.commercebank.com/careers/how-to-join-our-team)

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Equal Opportunity Employer

Commerce Bank is proud to be an Equal Employment Opportunity employer and believes that every individual should have the opportunity to work at a job for which he, she or they qualifies. We celebrate diversity and do not discriminate based on race, color, ancestry, ethnicity, gender identity, gender expression, sex, sexual orientation, disability (including physical or mental handicap), age, veteran status, military status, national origin, religion, pregnancy status, marital status, genetic information, or any other status protected by applicable federal, state or local law.

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