Private Banking Client Associate - Commerce Trust

Commerce Trust; Kansas City (MO); On-site; USD 33,000 - 39,000; 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 Trust in Kansas City, MO is seeking a Private Banking Client Associate II to provide client service and lending support to Private Bankers. You will coordinate loan processing, maintain client information, and work closely with advisors and internal partners.

The role emphasizes accurate CRM records, timely issue resolution, and a collaborative, client-focused approach. Eligible benefits include health, dental, vision, 401(k), and paid time off, with career development opportunities.

Qualifications

• High school diploma or equivalent; Associate's or Bachelor's degree preferred.
• 2+ years retail or commercial banking experience preferred.
• Experience with Commerce Bank internal systems, Quest, and related loan systems.

Responsibilities

• Manage a portfolio of client relationships for 1–3 Insurance Premium Finance Relationship Managers.
• Provide superior client experience by completing tasks, resolving issues, and following up promptly.
• Collaborate with Insurance Premium Finance Relationship Manager(s) to ensure clear communication.
• Prepare client presentations and participate in joint client or advisor calls.
• Assist in processing loans, coordinating documents, and scheduling closings.
• Maintain up-to-date CRM (Quest) records.
• Assist with ongoing servicing and monitoring of client relationships and credit facilities.
• Provide coverage for colleagues as needed.

Skills

Client relationship management

Communication skills

MS Word / Excel / Outlook

Organizational skills

Detail orientation

Team player

Adaptable

Education

High school diploma

Associate's degree preferred

Bachelor's degree preferred

Tools

Quest CRM

Banking systems

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. If this sounds interesting to you, keep reading and let’s talk.

Compensation Range

Hourly: $23.80 - $27.65 (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.

About This Job

The Client Associate provides client service and lending support to assigned Private Bankers and Insurance Premium Finance Relationship Managers. This position works closely with clients, advisors, and internal partners to complete service needs, support loan processing, and maintain accurate client information.

Essential Functions

• Manage portfolio of client relationships for 1-3 Insurance Premium Finance Relationship Managers.
• Provide a superior client experience by completing tasks, resolving issues, and following up in a timely manner.
• Work closely with Insurance Premium Finance Relationship Manager(s) to build a strong channel of communication.
• Prepare client presentations and participate in joint client or advisor calls when necessary.
• Assist in processing loans, coordinating document requests, preparing closing materials, and scheduling closings.
• Work with assigned Insurance Premium Finance Relationship Manager(s) to ensure CRM (Quest) records are kept up-to-date.
• Assist with ongoing servicing and monitoring of client relationships and credit facilities.
• Support other Private Banking Client Associates by communicating effectively and providing coverage when needed.
• Perform other duties as assigned.

Knowledge, Skills & Abilities Required

• Knowledge of general banking services and products, with emphasis on lending and deposit products.
• Demonstrated client contact and communication skills.
• Proficiency in word processing and spreadsheet preparation required; familiarity with contact management software and database 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 Bank internal systems preferred, including Quest and other applicable banking and loan systems.
• Prior experience in client service, lending support, or financial operations is beneficial.

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 Private Banking Client Associate II 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 $23.80 to $27.65 per hour. 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. Click here to learn more.

Location: 1000 Walnut St, Kansas City, Missouri 64106

Time Type: Full time