Building a career here is more than just steps on a ladder. Its 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 doesnt stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, youll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. Youll 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 more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and lets talk.
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 clients 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 Finances Best Private Banking Award for the Midwest Region. Commerce Trust administers over $57 billion in total client assets.
About This Job
The main purpose of this job is to develop, manage, retain and expand client relationships within the affluent market segment with responsibility for loan and deposit growth, revenue generation, and revenue growth.
Essential Functions
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 $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 banking component of client relationships in order to avoid principal loss
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Strong knowledge of the banking industry
Ability to meet specific sales and marketing goals
Ability to maintain a valid drivers license and meet Commerce Banks 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
Education & Experience
Bachelors degree or equivalent combination of education and experience required
6+ years financial services industry or Commercial Banking/Retail Personal Banking experience required
***Level of role is determined by knowledge, experience, skills, abilities, and education
For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, youll be asked to authorize our review of that record.
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.
Location: 1900 West Loop South, Suite 1800, Houston, Texas 77027About Working at Commerce
Building a career here is more than just steps on a ladder. Its 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 doesnt stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, youll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. Youll 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 more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and lets talk.
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 clients 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 Finances Best Private Banking Award for the Midwest Region. Commerce Trust administers over $57 billion in total client assets.
About This Job
The main purpose of this job is to develop, manage, retain and expand client relationships within the affluent market segment with responsibility for loan and deposit growth, revenue generation, and revenue growth.
Essential Functions
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 $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 banking component of client relationships in order to avoid principal loss
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Strong knowledge of the banking industry
Ability to meet specific sales and marketing goals
Ability to maintain a valid drivers license and meet Commerce Banks 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
Education & Experience
Bachelors degree or equivalent combination of education and experience required
6+ years financial services industry or Commercial Banking/Retail Personal Banking experience required
***Level of role is determined by knowledge, experience, skills, abilities, and education
For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, youll be asked to authorize our review of that record.
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.
Location: 1900 West Loop South, Suite 1800, Houston, Texas 77027Time Type:
Full timeOur mission? To help people and businesses solve financial challenges so they can focus on the things that matter most.
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Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.
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