Senior Private Banking Relationship Manager

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

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.