Elite Private Banking Relationship Manager

Commerce Trust

Tulsa (OK)

On-site

USD 107,000 - 187,000

Full time

7 hours ago

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Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Paid vacation

Paid personal time

Career development

Education assistance

Job summary

Commerce Trust, a division of Commerce Bank, seeks a Private Banking Relationship Manager to develop and expand a portfolio of affluent clients in the Tulsa area. You’ll manage substantial relationships, drive revenue through investment and trust services, and oversee credit decisions within authority.

The role requires a Bachelor’s degree and 5+ years in financial services, with strong sales, communication, and team collaboration skills.

Qualifications

Bachelor’s degree or equivalent combination of education and experience required.
5+ years financial services industry or commercial banking/retail personal banking experience required.

Responsibilities

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 $25,000,000 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.