Private Banking Relationship Lead - $25M+ Book

Mercantil Commerce Bank; Chicago (IL); On-site; USD 107,000 - 187,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Paid vacation

Paid personal time

Job summary

Commerce Bank in the United States is seeking a Private Banking Relationship Manager II/III to develop, manage, retain and expand affluent client relationships, driving loan and deposit growth and revenue.

Based in Tulsa, OK, this full-time role offers a base pay range of $107,000 to $187,000 annually, with additional incentive opportunities and benefits. Candidates should have 5+ years in financial services and strong relationship-building skills.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 5+ years financial services or banking experience required.
• Ability to meet driving record criteria and pass background checks.
• Must comply with consumer reporting requirements and disclosures.

Responsibilities

• Develop and implement a written marketing plan to expand a portfolio of qualified client relationships targeting affluent individuals.
• Identify opportunities for investment management and trust services sales.
• Prepare and deliver client presentations to key stakeholders.
• Manage a portfolio of more than $25,000,000 and up to 350 relationships.
• Make credit decisions or recommendations that exceed authority as needed.
• Manage banking component of client relationships to avoid principal loss.
• Perform other duties as assigned.

Skills

Sales target achievement

Client relationship management

Communication skills

Driver's license

Attention to detail

MS Word/Excel/Outlook

Education

Bachelor’s degree or equivalent

Job description

Commerce Bank in the United States is seeking a Private Banking Relationship Manager II/III to develop, manage, retain and expand affluent client relationships, driving loan and deposit growth and revenue.

Based in Tulsa, OK, this full-time role offers a base pay range of $107,000 to $187,000 annually, with additional incentive opportunities and benefits. Candidates should have 5+ years in financial services and strong relationship-building skills.