Private Banking Client Associate

Private Banking Client Associate

The main purpose of this job is to assist Private Bankers with researching prospect opportunities, preparation of marketing materials and solicitation of new sales opportunities associated with the private banking process.

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
• Perform other duties as assigned

Knowledge, Skills & Abilities Required

Education & Experience

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

A reasonable estimate of the current base pay is $20.90 to $26.90 per hour. Depending on the job level, this position may be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits : employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.

Location : 301 SE 291 Hwy, Lee's Summit, Missouri 64063

Time Type : Full time