Private Banking Client Associate - Commerce Trust

Mercantil Commerce Bank; Kansas City (MO); On-site; USD 33,000 - 39,000; Full time

Benefits offered by this job

Health insurance

401(k)

Life insurance

Paid vacation

Paid personal time

Career development

Education assistance

Voluntary supplemental benefits

Job summary

Commerce Bank in Kansas City, Missouri, seeks a Client Associate II to provide client service and lending support to Private Bankers and Insurance Premium Finance Relationship Managers. You will work closely with clients, advisors and internal partners to complete service needs, process loans, coordinate documents, and maintain accurate CRM records.

This full-time role requires a high school diploma, 2+ years banking experience preferred, and offers competitive compensation, benefits, and career

Qualifications

• Knowledge of general banking services and products.
• Demonstrated client contact and communication skills.
• Proficiency in word processing and spreadsheet preparation; familiarity with contact management software and database management.
• Good organizational skills.
• Motivated and detail-oriented.
• Strong teamwork and communication skills (verbal, written, interpersonal).
• Intermediate proficiency with Word, Excel, and Outlook.

Responsibilities

• Provide client service and lending support to Private Bankers and Insurance Premium Finance Relationship Managers.
• Complete service tasks, resolve issues, and follow up in a timely manner.
• Coordinate with Relationship Managers to build strong communication channels.
• Prepare client presentations and participate in joint client/advisor calls.
• Assist in processing loans, document requests, closing materials, and scheduling closings.
• Keep CRM (Quest) records up-to-date.
• Support ongoing servicing and monitoring of client relationships and credit facilities.
• Collaborate with other Private Banking Client Associates as needed.

Skills

Client service

Communication skills

Microsoft Word

Microsoft Excel

Microsoft Outlook

Attention to detail

Education

High school diploma or equivalent

Associate's or Bachelor's degree preferred

Tools

Quest system

Other 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

• 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.

#LI-AC2 Must be eligible to work in the US without sponsorship now or in the future.

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

1000 Walnut St, Kansas City, Missouri 64106

Time Type

Full time

Company Culture & Awards

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.

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.