Private Banking Client Associate: Client & Loan Support

Mercantil Commerce Bank; Kansas City, Northern (MO, KY); Hybrid; USD 33,000 - 38,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Paid vacation

Paid personal time

Job summary

Commerce Trust in Kansas City seeks a Private Banking Client Associate II to support Private Bankers with client servicing and loan processing. You will help maintain accurate client information, prepare closing materials, and coordinate document requests.

Ideal candidates have 2+ years banking experience, strong communication, and proficiency with Word, Excel, Outlook, and CRM systems. This on-site role offers competitive hourly compensation and benefits.

Qualifications

• Knowledge of general banking services and lending products.
• Experience with client service and loan processing.
• Proficiency in Word, Excel, and Outlook; familiarity with CRM systems.

Responsibilities

• Manage portfolio of client relationships for Insurance Premium Finance Team.
• Provide superior client experience by completing tasks and resolving issues.
• Prepare client materials and coordinate document requests and closings.
• Maintain up-to-date CRM records and support servicing of credit facilities.

Skills

Client service

Communication

Organization

Microsoft Word

Excel

Outlook

CRM systems

Attention to detail

Team player

Education

High school diploma or equivalent

Associate's degree

Bachelor's degree

Tools

Quest

Banking systems

Job description

Commerce Trust in Kansas City seeks a Private Banking Client Associate II to support Private Bankers with client servicing and loan processing. You will help maintain accurate client information, prepare closing materials, and coordinate document requests.

Ideal candidates have 2+ years banking experience, strong communication, and proficiency with Word, Excel, Outlook, and CRM systems. This on-site role offers competitive hourly compensation and benefits.