Market Manager - Wealth Management

Mercantil Commerce Bank; Olde West Chester (OH); On-site; USD 158,000 - 188,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Life insurance

Paid vacation

Paid personal time

Job summary

Commerce Bank in West Chester, OH seeks Market Manager – CTC to lead a smaller Commerce Trust office, drive client acquisitions, and ensure compliance with trust/legal requirements. You will guide staff, manage referrals, and develop market strategy.

The role emphasizes leadership, relationship management, and community engagement, with a compensation range reflecting senior trust leadership responsibilities. Travel and driving requirements apply.

Qualifications

• Bachelor’s degree in business, finance, accounting, management or equivalent.
• 6+ years of related business development experience.
• 3+ years of leadership/supervisory experience.

Responsibilities

• Meet assigned business development expectations for the team.
• Ensure financial/operational goals are met per policies.
• Develop internal/external referral resources to grow the market.

Skills

Trust services knowledge

Relationship sales

Leadership

Communication

Problem solving

Education

Bachelor's degree in business/finance/management

Tools

Microsoft Word

Excel

Teams

Outlook

Job description

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.

Compensation Range Annual Salary: $158,000.00 - $187,500.00 (Amount based on relevant experience, skills, and competencies.)

About This Job

The main purpose of this job is to manage a smaller Commerce Trust office in one market with one location. This job will manage all trust functions to assure that established sales and operational goals are met in compliance with Commerce Trust/legal/Commerce requirements. This role will work collaboratively within the market to develop internal and external referral resources and act as the primary salesperson in the solicitation and closing of asset management services to our targeted client base.

Essential Functions

• Meet assigned business development expectations, individually and for the team as a whole
• Assure financial/operational goals are met while complying with established policies/procedures
• Provide guidance to Commerce Trust staff to develop and maintain profitable client relationships
• Establish and maintain internal and external referral sources
• Develop new business growth opportunities.
• Build and maintain Commerce Trust's reputation while actively being involved in the community
• Lead, mentor and motivate team members to implement the department strategy and manage department workflow with guidance on departmental projects/issues, and provide coaching and development opportunities appropriate to each direct report's individual needs
• Perform all necessary management functions, including hiring, evaluations, annual increase allocations and disciplinary action as required
• Communicate Commerce Trust decisions, priorities, and relevant information to team members effectively
• Support budget management, planning and expenditure
• Participate as member of Commerce Trust’s leadership team to advance the market’s strategic goals
• Make decisions regarding event sponsorships, marketing, and internal employee events
• Represent the bank at community events, including speaking engagements
• Perform other duties as assigned

Knowledge, Skills & Abilities

• Strong knowledge of the trust services, taxation, insurance, estate planning and investments field, including knowledge of best practices
• Ability to manage complex relationship sales cycle
• Strong critical thinking skills with the ability to apply discretion and sound judgement to solve problems efficiently and effectively
• Ability to drive results and balance management of organizational risk and meeting goals of the business line
• Strong leadership skills with ability to motivate team members and foster a positive team environment that gives way to collaboration and unified goals
• Outstanding interpersonal and relationship building skills with the ability to effectively communicate with all levels of the company, clearly expressing ideas and concepts both verbally and in writing
• 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
• Advanced level proficiency with Microsoft Word, Excel, Teams, and Outlook
• 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

Education & Experience

• Bachelor’s degree in general business, finance, accounting, management or equivalent combination of education and experience required
• 6+ years related business development experience required
• 3+ years leadership/supervisory experience required
• For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll 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.
• ***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 Market Manager - CTC 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 $158,000 to $187,500 annually.
• This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
• Must be eligible to work in the US without sponsorship now or in the future.
• 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.

Location: 9078 Union Centre Blvd, West Chester, Ohio 45069
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? Inclusion at Commerce

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.