Senior Premier Banking Specialist

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 main purpose of this job is to proactively pursue pre-qualifying referrals with a pipeline goal and closed business goal.

Essential Functions

• Guide more complex client investment conversations around risk tolerance, growth objectives, and estate/retirement planning

• Ensure the client transition with members of the account team is seamless

• Perform fiduciary responsibilities, such as: annual reviews, account fit assessments, etc.

• Mentor and train team members as necessary

• Build continuous relationships with assigned client portfolio and effectively deliver the Premier customer service GUEST model

• 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

• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Strong understanding of banking policies and procedures

• Intermediate knowledge of investment acumen

• Proven track record of steady referrals to partners and higher pull-through rate to sales

• Ability to independently navigate non-complex escalations and notifications as necessary

• 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

• Advance level proficiency with Microsoft Word, Excel, Teams and Outlook

Education & Experience

• Bachelor’s degree in Business Administration or equivalent combination of education and experience

• 5+ years retail banking and/or financial services experience required

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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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