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 in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Private Banking Client Associate I & II job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.90 to $26.90 per hour. Depending on the job level, this position may be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
#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 to learn more.
Location: 11405 Nall Avenue, Leawood, Kansas 66211
Time Type
Full time
