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  • Private Banking Client Associate

    Commerce Bank (St. Louis, MO)



    Apply Now

    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: $23.20 - $26.90 (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 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 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 .

     

    ***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 II job and contemplates a wide range of factors that are considered in 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 $23.20 to $ 26.90 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.

     

    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.

    Time Type:

    Full time

     

    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)

     

    Want to be notified of positions that fit your preferences?

    Follow these easy steps:

    + Create a Candidate Account at the top of the page by selecting "Sign In" upper right corner

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    + We’ll contact you about positions that match your skills and interests

     

    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.

     


    Apply Now



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