Private Banking Client Associate - Commerce Trust
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locations
MO - Kansas City Downtown/Plaza - Kansas City - KC Downtown Bank Building (1000 Walnut) (64106)
time @type
Full time
posted on
Posted Today
job requisition id
38529
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: $23.80 - $27.65 (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.
About This Job
The Client Associate provides client service and lending support to assigned Private Bankers and Insurance Premium Finance Relationship Managers. This position works closely with clients, advisors, and internal partners to complete service needs, support loan processing, and maintain accurate client information.
Essential Functions
Manage portfolio of client relationships for 1-3 Insurance Premium Finance Relationship Managers.
Provide a superior client experience by completing tasks, resolving issues, and following up in a timely manner.
Work closely with Insurance Premium Finance Relationship Manager(s) to build a strong channel of communication.
Prepare client presentations and participate in joint client or advisor calls when necessary.
Assist in processing loans, coordinating document requests, preparing closing materials, and scheduling closings.
Work with assigned Insurance Premium Finance Relationship Manager(s) to ensure CRM (Quest) records are kept up-to-date.
Assist with ongoing servicing and monitoring of client relationships and credit facilities.
Support other Private Banking Client Associates by communicating effectively and providing coverage when needed.
Perform other duties as assigned.
Knowledge, Skills & Abilities Required
Knowledge of general banking services and products, with emphasis on lending and deposit products.
Demonstrated client contact and communication skills.
Proficiency in word processing and spreadsheet preparation required; familiarity with contact management software and database 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 Bank internal systems preferred, including Quest and other applicable banking and loan systems.
Prior experience in client service, lending support, or financial operations is beneficial.
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.
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: 1000 Walnut St, Kansas City, Missouri 64106
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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