Private Banking Relationship Manager

About This Role

This role focuses on developing, managing, retaining, and expanding client relationships within the affluent market segment. It involves responsibility for loan and deposit growth, revenue generation, and overall revenue growth.

Responsibilities

• Create and execute a written marketing plan to develop and expand a portfolio of qualified client relationships through active calling efforts targeting individuals within 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 $30,000,000 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 the banking component of client relationships to avoid principal loss
• Perform other duties as assigned

Requirements

• 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
• 6+ 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
• Additional compensation through performance-based incentive plan(s)

Important Details

• Schedule: Full-time

Application Process

• Authorize a review of your motor vehicle driving record
• Authorize an investigatory consumer report which will disclose credit history

About the Company

Commerce Trust has been a leading provider of wealth management services for more than a century, including financial planning, estate and tax planning, investment management, private banking, and trust administration services. Commerce Trust is a division of Commerce Bank.