Strategic Private Banking Relationship Manager

commercebank; Chicago (IL); On-site; USD 107,000 - 187,000; Full time

Job summary

Commerce Bank in the United States is seeking a Private Banking Relationship Manager to develop, manage, retain, and expand relationships within the affluent market. The role focuses on loan and deposit growth, revenue generation, and expanding a high-net-worth client book.

You will create targeted marketing plans, identify opportunities for investment products, and present to clients. The position requires extensive banking knowledge, strong communication, and the ability to manage a large

Qualifications

• Bachelor's degree or equivalent combination of education and experience required.
• 5+ years financial services industry or commercial banking/retail personal banking experience required.
• Motor vehicle driving record will be reviewed; authorization may be requested.
• Federal regulations require Commerce Bank to prepare an investigatory consumer report for credit history.
• Level of role determined by knowledge, experience, skills, abilities, and education.

Responsibilities

• Develop, manage, retain and expand client relationships within the affluent market.
• Create and execute a written marketing plan to expand a portfolio of qualified client relationships.
• 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 lending authority or defend recommendations for credit beyond authority.
• Manage banking component of client relationships to avoid principal loss.
• Perform other duties as assigned.

Skills

Banking industry knowledge

Sales targets

Communication skills

Time management

Team player

MS Office proficiency

Education

Bachelor's degree

Job description

Commerce Bank in the United States is seeking a Private Banking Relationship Manager to develop, manage, retain, and expand relationships within the affluent market. The role focuses on loan and deposit growth, revenue generation, and expanding a high-net-worth client book.

You will create targeted marketing plans, identify opportunities for investment products, and present to clients. The position requires extensive banking knowledge, strong communication, and the ability to manage a large