Private Banking Client Associate job in Saint Joseph at Commerce Bank

About Working at Commerce 

Wouldn’t it be great to build your career at a bank that’s known for helping people with their financial challenges? That’s exactly what you’d be doing when you join the team at Commerce Bank. We’re looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You’d be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.  

No wonder we’ve been an industry leader for over 150 years and have developed a reputation as a great place to work in the financial services world. If you’d like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We’re always looking for the best and brightest.

About This Job

The Private Banking Client Associate II provides administrative, operational, and customer service support for Private Bankers within the Trust Company. The primary goal of a Client Associate is to reduce time spent by Private Bankers on administrative and operational concerns. You’ll prepare client presentations, participate in joint calls with Private Banking Officers, interact directly with clients, resolve operational problems and assist officers in preparation of loan approval packages.

Essential Functions

• Research targeted prospects and accumulate needed information and formulate an appropriate presentation to effectively solicit new business opportunities both in banking and wealth management

• Accumulate the needed information from both the private banker and client/prospect to prepare the required credit underwriting package for approval

• Prepare comprehensive credit write-ups as needed

• Review daily reports on behalf of assigned private banker(s) to determine issues with assigned accounts (overdrafts, misapplied loan/card payments, fraud, etc.)

• Assist assigned private banker(s) with handling client calls and requests that occur as a normal course of business

• Directly solicit specified relationships on targeted product offerings as instructed by the assigned private bankers

• Assigned a portfolio of clients for future direct responsibility

• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Intermediate knowledge of the retail banking field

• 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

• 3+ years of banking experience required

• Retail or commercial banking experience preferred

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.

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