Private Banking Relationship Manager

Job Overview

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 growth, revenue generation, and revenue growth.

• 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 $30,000,000 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 the banking component of client relationships in order to avoid principal loss.
• Perform other duties as assigned.

• Strong knowledge of the banking industry.
• Ability to meet specific sales and marketing goals.
• Valid driver’s license and meeting Commerce Bank’s driving record criteria.
• 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 aligned with our culture and Core Values.
• Intermediate level proficiency with Microsoft Word, Excel, Teams and Outlook.

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

• Company will review driving record.
• Consumer credit report may be reviewed as part of the selection process.

Compensation Range:
Annual Salary $ - $ (based on experience).

Benefits include employer-sponsored health, dental, and vision insurance; 401(k); life insurance; paid vacation; paid personal time; career development and education assistance; voluntary supplemental benefits.

11405 Nall Avenue, Leawood, Kansas 66211

Full time

Commerce Bank is proud to be an Equal Employment Opportunity employer and believes that every individual should have the opportunity to work at a job for which they qualify. We celebrate diversity and do not discriminate based on race, color, ancestry, ethnicity, gender identity, gender expression, sex, sexual orientation, disability (including physical or mental handicap), age, veteran status, military status, national origin, religion, pregnancy status, marital status, genetic information, or any other status protected by applicable federal, state or local law.