Senior Private Banking Relationship Manager

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

Benefits offered by this job

Health insurance

401(k)

Paid vacation

Paid personal time

Career development

Education assistance

Voluntary supplemental benefits

Job summary

Commerce Bank in Leawood, KS seeks a Private Banking Relationship Manager III to develop, manage, retain and expand affluent client relationships with a focus on loan and deposit growth, revenue generation, and overall client satisfaction.

You will lead a portfolio of clients and oversee a written marketing plan to expand the private banking footprint, while coordinating with investment management and trust services teams. A Bachelor’s degree and 6+ years in financial services are required.

Qualifications

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

Responsibilities

• Create and execute a written marketing plan to grow a portfolio of qualified client relationships.
• Identify opportunities to sell 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 credit recommendations beyond authority.
• Manage banking components of client relationships to avoid principal loss.
• Perform other duties as assigned.

Skills

Banking knowledge

Sales targets

Driver's license

Attention to detail

Communication skills

Adaptability

MS Office proficiency

Education

Bachelor’s degree or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Teams

Microsoft Outlook

Job description

Commerce Bank in Leawood, KS seeks a Private Banking Relationship Manager III to develop, manage, retain and expand affluent client relationships with a focus on loan and deposit growth, revenue generation, and overall client satisfaction.

You will lead a portfolio of clients and oversee a written marketing plan to expand the private banking footprint, while coordinating with investment management and trust services teams. A Bachelor’s degree and 6+ years in financial services are required.