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Premier Banking Portfolio Manager
Premier Banking Portfolio ManagerMissouri Staffing • Kansas City, MO, US
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Premier Banking Portfolio Manager

Premier Banking Portfolio Manager

Missouri Staffing • Kansas City, MO, US
22 days ago
Job type
  • Full-time
Job description

Commerce Bank Job Opportunity

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.

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
  • 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 : 110 NW Barry Road, Kansas City, Missouri 64155

    Time Type : Full time

    Commerce Bank has been awarded numerous awards for our company culture. We have been included on distinguished lists such as Forbes' Best Midsized Employers, Forbes' Best Employers for Women, and Korn Ferry's Engaged Performance Award. You'll see the difference for yourself when you join the team.

    Equal Opportunity Employer : 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 he, she or they qualifies. 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.

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    Portfolio Manager • Kansas City, MO, US

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