Private Banking Relationship Manager Job at Commerce Bancshares, Houston, TX

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  • Commerce Bancshares
  • Houston, TX

Job Description

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 77027

About 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 77027

Time Type:

Full time
About the company

Our mission? To help people and businesses solve financial challenges so they can focus on the things that matter most.

Notice

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at accessibility@talentify.io or 407-000-0000.

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: . NYC applicants may request an alternative process or accommodation at aedt@talentify.io or 407-000-0000.

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Job Tags

Full time,

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