Premier Banking Relationship Manager

Commerce Bank; Castle Rock (CO); On-site; USD 73,025 - 85,675; Full time

Benefits offered by this job

Health insurance

401(k)

Paid vacation

Career development

Job summary

Commerce Bank is seeking a dedicated individual for client acquisition and sales in Castle Rock, Colorado. This role focuses on nurturing client relationships and driving new business through effective networking.

Requirements include a bachelor's degree and 5+ years in sales. Preferred qualifications involve financial services experience and licensing. The position supports career growth with employer-sponsored benefits and flexible development opportunities.

Qualifications

• 5+ years experience in new customer acquisition sales or related fields required.
• Proven track record in team selling and lead sharing.
• Must have Series 6 & 63 licensure or ability to obtain.

Responsibilities

• Build and manage a robust prospect pipeline.
• Identify and close new banking relationships.
• Conduct sales calls and manage pipeline activities.

Skills

Relationship management

Lead generation

Communication skills

Organizational skills

Autonomy

Education

Bachelor’s degree or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Teams

Microsoft Outlook

Job description

Overview

Building a career at Commerce 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. 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. 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

Annual Salary: $73,025.00 - $85,675.00 (Amount based on relevant experience, skills, and competencies.)

About This Job

The main purpose of this job is to drive new customers and sales through proactive networking, effective relationship management, and referral generation with a strong focus on acquiring new clients and expanding existing client relationships.

Essential Functions

• Build and manage a robust, high-quality prospect pipeline while maintaining and expanding strong client relationships.
• Proactively develop, expand, and maintain a strong network of referral sources and centers of influence by participating in outreach activities with assigned customers and target prospects with the objective to acquire new business.
• Identify and close new to bank relationships and develop new business primarily with prospects, as well as existing clients within assigned territories.
• Participate in independent and/or joint calling with product partners to ensure a coordinated approach to customer success.
• Conduct sales calls and move each prospect through the sales cycle from first appointment to booking new business. Set appointments with prospects through the telephone, email, and marketing campaigns.
• Maintain strong sales records through consistent, accurate use of bank systems to manage pipeline activities and forecasts.
• Champion a client focused culture and ensure all go-to-market activities are aligned with Commerce’s values and growth objectives. Bring forward insights, innovation, and recommendations that accelerate growth in the region.
• Perform other duties as assigned.

Knowledge, Skills & Abilities Required

• Strong relationship management skills, with a focus on lead generation.
• Proven track record within a team selling and lead sharing environment.
• Ability to operate with autonomy and accountability—creating structure, momentum, and results without constant direction.
• 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.
• 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.
• Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook.

Education & Experience

• Bachelor’s degree or equivalent combination of education and experience required.
• 5+ years new customer acquisition sales or related experience required, preferably within the banking field.
• Series 6 & 63 licensure preferred, or able to obtain within a designated time frame.
• NMLS required, or able to obtain within a designated time frame.

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.

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 to learn more.

Location: 20 Wilcox St, Castle Rock, Colorado 80104

Time Type: Full time