Private Banking Relationship Manager – Commerce Trust jobs in United States
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Commerce Trust · 4 hours ago

Private Banking Relationship Manager – Commerce Trust

Commerce Trust is a leading provider of wealth management services that focuses on helping clients achieve financial safety and success. The Private Banking Relationship Manager is responsible for developing and managing relationships within the affluent market segment, with a focus on loan and deposit growth and revenue generation.

Asset ManagementBankingFinanceFinancial ServicesWealth Management

Responsibilities

Create and execute a written marketing plan with the aim of developing/expanding a portfolio of qualified client relationships through an active calling effort targeting individuals whose financial status falls within the parameters defined as the private banking target market
Identify opportunities for the sale of investment management products and trust services
Prepare and deliver client presentations
Manage a portfolio of more than $25,000,000 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

Qualification

Banking industry knowledgeSalesMarketing goalsClient relationship managementFinancial services experienceMicrosoft Office proficiencyAttention to detailTeam playerCommunication skillsAdaptability

Required

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; ongoing employment may be contingent upon meeting all driving requirements
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
Bachelor's degree or equivalent combination of education and experience required
5+ years financial services industry or commercial banking/retail personal banking experience required

Benefits

Employer sponsored health, dental, and vision insurance
401(k)
Life insurance
Paid vacation
Paid personal time
Career development
Education assistance
Voluntary supplemental benefits

Company

Commerce Trust

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Commerce Trust provides wealth management, investment management, private banking, and trust services.

Funding

Current Stage
Late Stage

Leadership Team

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John Handy
President & CEO at Commerce Trust Company
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Company data provided by crunchbase