Private Banking Client Associate

Company: Commerce Bank
Location: Kansas City
Posted on: January 26, 2023

Job Description:

About Working at CommerceWouldn't it be great to build your career at a bank that's known for helping people with their financial challenges? That's exactly what you'd be doing when you join the team at Commerce Bank. We're looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You'd be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.No wonder we've been an industry leader for over 155 years and have developed a reputation as a great place to work in the financial services world. If you'd like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We're always looking for the best and brightest.Since 1906, Commerce Trust, a division of Commerce Bank, has been a leading provider of investment management, financial planning, trust and private banking services. Commerce Trust provides a full range of wealth and investment planning services to individuals and institutions. We build a comprehensive team around our client's unique personal and financial situation, managing their wealth and helping them achieve their long-term goals. Commerce Trust received the 2019 Highly Commended Private Wealth Manager Award (Over $5 Billion) by Private Asset Management and 2021 Global Finance's Best Private Banking Award for the Midwest Region. Commerce Trust administers over $57 billion in total client assets.About This JobThe Private Banking Client Associate provides administrative, operational, and client support for Private Bankers within the Trust Company. The primary goal of a Client Associate is to reduce time spent by the Private Bankers on administrative and operational concerns. You'll prepare client presentations, participate in joint calls with Private Banking Officers, interact directly with clients, resolve operational difficulties, and assist officers in preparation of loan approval packages.Essential FunctionsManage portfolio of client relationships for 1-3 Private BankersProvide a superior client experience by completing tasks, resolving issues, and following up in a timely mannerWork closely with assigned Private Banker(s) to build a strong channel of communicationPrepare client presentations and participate in joint calls when necessaryAssist in processing loans and scheduling closingsCommunicate 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-dateIdentify new clients and sales opportunities through client support and networkingSupport other client associates by communicating effectively and providing coveragePerform other duties as assignedKnowledge, Skills & Abilities RequiredKnowledge of general banking services and products, with emphasis on lending and deposit productsDemonstrated customer contact and communication skillsProficiency in word processing and spreadsheet preparation required, familiarity with contact management software and data base management helpfulGood organizational skillsMotivated and organized self-starter with strong attention to detailInquisitive, 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 ValuesIntermediate level proficiency with Microsoft Word, Excel, and OutlookEducation & ExperienceHigh school diploma or equivalent combination of education and experience required. Associate's or Bachelor's degree preferred.2+ years retail or commercial banking experience preferredExperience with Commerce internal systems preferred [Salesforce, Quest, Teller Connections, Shaw, Branch Connections, Encompass, Blend]***Level of role is determined by knowledge, experience, skills, abilities, and educationFor 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.Location: 118 W. 47th Street, Kansas City, Missouri 64112Time Type:Full time

Keywords: Commerce Bank, Kansas City , Private Banking Client Associate, Accounting, Auditing , Kansas City, Kansas