Private Banking Relationship Manager

Mercantil Commerce Bank; Leawood (KS); On-site; USD 105,000 - 123,500; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k)

Life insurance

Paid vacation

Paid personal time

Career development and education<br/>-

Voluntary supplemental benefits

Job summary

Commerce Bank in Leawood, Kansas seeks a seasoned professional to develop and manage relationships within the affluent market segment. The role targets loan and deposit growth, revenue generation, and expansion of a portfolio valued over $30 million across up to 350 client relationships.

The candidate should have a Bachelor's degree, 6+ years in financial services or commercial banking, and strong sales, marketing, and interpersonal skills.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 6+ years financial services industry or Commercial Banking/Retail Personal Banking experience required.

Responsibilities

• Create and execute a written marketing plan to develop/expand a portfolio of qualified client relationships.
• Identify opportunities for sale of investment management products and trust services.
• Prepare and deliver client presentations.
• Manage a portfolio of more than $30,000,000 and up to 350 relationships.
• Make decisions within lending authority or defend recommendations for extensions of credit beyond authority.
• Manage the banking component of client relationships to avoid principal loss.

Skills

Banking knowledge

Sales goals

Driver's license

Detail-oriented

Communication skills

Multitasking

MS Office

Education

Bachelor's degree

Equivalent education/experience

Tools

MS Office Suite

Job description

Job Overview

The main purpose of this job is to develop, manage, retain and expand client relationships within the affluent market segment with responsibility for loan and deposit growth, revenue generation, and revenue growth.

Responsibilities

• Create and execute a written marketing plan with the aim of developing/expanding a portfolio of qualified client relationships through an active calling effort targeting individuals whose financial status falls within the parameters defined as the private banking target market.
• Identify opportunities for the sale of investment management products and trust services.
• Prepare and deliver client presentations.
• Manage a portfolio of more than $30,000,000 and up to 350 relationships.
• Make decisions within assigned lending authority or make and defend recommendations for the extension of credit that exceeds authority.
• Manage the banking component of client relationships in order to avoid principal loss.
• Perform other duties as assigned.

Required Skills and Knowledge

• Strong knowledge of the banking industry.
• Ability to meet specific sales and marketing goals.
• Valid driver’s license and meeting Commerce Bank’s driving record criteria.
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities.
• Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills.
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow aligned with our culture and Core Values.
• Intermediate level proficiency with Microsoft Word, Excel, Teams and Outlook.

Education and Experience

• Bachelor’s degree or equivalent combination of education and experience required.
• 6+ years financial services industry or Commercial Banking/Retail Personal Banking experience required.

Additional Requirements

• Company will review driving record.
• Consumer credit report may be reviewed as part of the selection process.

Compensation and Benefits

Compensation Range: Annual Salary $105,000.00 - $123,500.00 (based on experience).

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

Location

11405 Nall Avenue, Leawood, Kansas 66211

Employment Type

Full time

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 they qualify. 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.