Premier Banking Portfolio Manager at Commerce Bank

Kansas City, Missouri, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Feb, 26

Salary

26.9

Posted On

07 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Banking Policies, Investment Acumen, Approval Authority, Attention to Detail, Communication Skills, Microsoft Word, Microsoft Excel, Microsoft Teams, Microsoft Outlook, Relationship Building, Customer Service, Organizational Skills, Team Player, Adaptability, Resilience, Motivation

Industry

Investment Management

Description

About Working at Commerce Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk. Compensation Range Hourly: $23.20 - $26.90 (Amount based on relevant experience, skills, and competencies.) About This Job The main purpose of this job is to build continuous relationships with an assigned client portfolio and effectively deliver the Premier customer service GUEST model. Essential Functions Customize and build an account team around the needs of each client situation and provide consistent communication to all stakeholders Utilize business leads to cultivate relationships, broaden knowledge of client and further business objectives Build key partnerships with branch colleagues by participating in referral calls together Cultivate a referral pipeline as appropriate Provide continuous education on offerings and changes as appropriate within assigned market Work campaign leads to set appointments with clients and strategically plan contact timing Ensure timely responsiveness to customer interactions within the CONNECT application Process fraud alerts as necessary Perform other duties as assigned Knowledge, Skills & Abilities Required Intermediate understanding of banking policies and procedures Basic knowledge of investment acumen Ability to manage approval authority Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements 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 in Business Administration or equivalent combination of education and experience required 3+ years retail banking and/or financial services experience required For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record. 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. *Hybrid Schedule: In office 2 - 3 days per week ***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Premier Banking Portfolio Manager job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $23.20 - $26.90 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. #LI-Hybrid 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. Click here to learn more. Location: 110 NW Barry Road, Kansas City, Missouri 64155 Time Type: Full time

Responsibilities

The main purpose of this job is to build continuous relationships with an assigned client portfolio and effectively deliver the Premier customer service GUEST model. This includes customizing account teams, cultivating relationships, and ensuring timely responsiveness to customer interactions.