Private Banking Client Associate

Mercantil Commerce Bank; Leawood (KS); On-site; USD 29,000 - 37,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Life insurance

Paid vacation

Paid personal time

Career development

Education assistance

Voluntary benefits

Job summary

Commerce Bank in Leawood, KS is hiring a Private Banking Client Associate I & II to manage client relationships and support Private Bankers. You will ensure timely service, resolve issues, and assist with loan processing while maintaining accurate CRM records.

The role requires knowledge of banking products, strong communication, and collaboration with cross-functional teams. A high school diploma is required, with advanced degrees preferred; 2+ years in banking is a plus.

Qualifications

• High school diploma or equivalent required; Associate/Bachelor's preferred.

Responsibilities

• Manage portfolio of client relationships for 1-3 Private Bankers.
• Provide a superior client experience by completing tasks, resolving issues, and following up promptly.
• Work closely with Private Banker(s) to build strong communications.
• Prepare client presentations and participate in joint calls.
• Assist in processing loans and scheduling closings.
• Document conversations in the CRM (Quest).
• Ensure CRM records are up-to-date.
• Identify new clients and sales opportunities through client support and networking.
• Support other client associates with effective communication and coverage.
• Perform other duties as assigned.

Skills

General banking services

Customer service

Office software

CRM experience

Attention to detail

Team player

Communication skills

Adaptable

Education

High school diploma

Associate's degree preferred

Bachelor's degree preferred

Tools

Salesforce

Quest

Teller Connections

Shaw

Branch Connections

Encompass

Blend

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 Hourly: $20.90 - $26.90 (Amount based on relevant experience, skills, and competencies.)

For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.

Essential Functions

• Manage portfolio of client relationships for 1-3 Private Bankers
• Provide a superior client experience by completing tasks, resolving issues, and following up in a timely manner
• Work closely with assigned Private Banker(s) to build a strong channel of communication
• Prepare client presentations and participate in joint calls when necessary
• Assist in processing loans and scheduling closings
• Communicate directly with clients to complete service needs and document conversation in the CRM (Quest)
• Work with the Private Banker(s) to ensure CRM (Quest) records are kept up-to-date
• Identify new clients and sales opportunities through client support and networking
• Support other client associates by communicating effectively and providing coverage
• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Knowledge of general banking services and products, with emphasis on lending and deposit products
• Demonstrated customer contact and communication skills
• Proficiency in word processing and spreadsheet preparation required, familiarity with contact management software and data base management helpful
• Good organizational skills
• Motivated and organized self-starter with strong attention to detail
• Inquisitive, agile, and strong team player with excellent communication skills (verbal, written and interpersonal)
• 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, and Outlook

Education & Experience

• High school diploma or equivalent combination of education and experience required.
• Associate’s or Bachelor's degree preferred.
• 2+ years retail or commercial banking experience preferred
• Experience with Commerce internal systems preferred [Salesforce, Quest, Teller Connections, Shaw, Branch Connections, Encompass, Blend]

For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history.

**Level of role is determined by knowledge, experience, skills, abilities, and education

This compensation range is for the Private Banking Client Associate I & II job and contemplates a wide range of factors that are considered in determining most appropriate job level and 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 $20.90 to $26.90 per hour. Depending on the job level, this position may be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.

#LI-AC2 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.

• employer sponsored health, dental, and vision insurance
• 401(k)
• life insurance
• paid vacation
• paid personal time
• career development
• education assistance
• voluntary supplemental benefits

Location: 11405 Nall Avenue, Leawood, Kansas 66211

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

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.