Private Banking Relationship Manager - Commerce Trust

Socket.dev; Bixby (OK); On-site; USD 107,000 - 187,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k)

Paid vacation and paid personal time

Job summary

Commerce Bank in Tulsa, OK seeks a Private Banking Relationship Manager II/III & Senior to develop, manage, retain, and expand client relationships in the affluent market segment. The role focuses on loan and deposit growth, revenue generation, and overall relationship profitability.

The job includes building a target portfolio, delivering investment and trust solutions, and presenting to clients. Requires 5+ years in financial services and a Bachelor's degree or equivalent.

Qualifications

• Bachelor's degree or equivalent
• 5+ years financial services industry or commercial banking/retail personal banking experience required
• Strong knowledge of the banking industry
• Ability to meet sales and marketing goals
• Proficient in Microsoft Word, Excel, Teams and Outlook

Responsibilities

• Create and execute a written marketing plan to develop/expand a portfolio of qualified client relationships in the private banking target market
• Identify opportunities for sale of investment management products and trust services
• Prepare and deliver client presentations
• Manage a portfolio of more than $25,000,000 and up to 350 relationships
• Make decisions within lending authority or defend recommendations for extended credit
• Manage banking components of client relationships to avoid principal loss
• Perform other duties as assigned

Skills

Banking knowledge

Sales goals

Driver's license

Attention to detail

Communication skills

Adaptability

MS Office

Education

Bachelor's degree or equivalent

Tools

MS Office

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.

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 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 grown, revenue generation, and revenue growth.

Essential Functions

• 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 $25,000,000 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 banking component of client relationships in order to avoid principal loss

• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Strong knowledge of the banking industry

• Ability to meet specific sales and marketing goals

• Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements

• 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 that is aligned with our culture and Core Values

• Intermediate level proficiency with Microsoft Word, Excel, Teams and Outlook

Education & Experience

• Bachelor’s degree or equivalent combination of education and experience required

• 5+ years financial services industry or commercial banking/retail personal banking experience required

For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record.

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.

**Level of role is determined by knowledge, experience, skills, abilities, and education.

***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 Relationship Manager II, III & Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certificates, and other business and organizational needs. The disclosed range estimate has 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 $107,000 to $187,000 annually. 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: 6120 South Yale Ave, Tulsa, Oklahoma 74136

Time Type: Full time