Private Banking Support Specialist Commerce Bank

Description

How would you like to work for a great company that offers career growth and values your skills and experience? For over 150 years, Commerce Bank has built a strong reputation as a “Super Community” bank and is recognized as an industry leader. In today’s growing and competitive financial services industry, we look for creative and innovative solutions to meet the needs of our customers. To achieve our results, we recruit the best and brightest employees who ask, listen and solve to meet our customers’ needs!

Company Bio: Commerce Bank

Since 1906, Commerce Trust Company, a division of Commerce Bank, has been a leading provider of investment management, financial planning, trust and private banking services. Commerce Trust Company provides a full range of wealth and investment planning services to individuals and institutions. We build a comprehensive team around our client’s unique personal and financial situation, managing their wealth and helping them achieve their long-term goals. Received the 2019 Highly Commended Private Wealth Manager Over $5 Billion Award by Private Asset Management. Administers $52.7 billion in total client assets as of June 30, 2019.

Responsibilities

Job Summary:

The Specialist role is to provide product and product line support, including product development, marketing, lifecycle management, training and execution of product/portfolio initiatives for new acquisition, cross-sell, profitability and retention of accounts/clients.

Essential Functions:

• Partner with the credit administration team to finalize monitoring procedures and develop/maintain various reporting tools to assist in collateral monitoring
• Utilize data mining, report design, marketing research and data analysis to help the business make decisions with strategy development and portfolio management
• Train team members on system functionality and expectations as needed and work with internal teams on new system enhancements while incorporating auto renewing functionality and reporting into the collateral monitoring system

Work Schedule: Monday-Friday, 8:00AM-5:00PM

Qualifications / Requirements

Knowledge, Skills, and Abilities:

• Basic familiarity with standard concepts, practices and procedures within the product management field
• 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

Education/Experience:

• Associate's degree or equivalent in Business Administration or related field
• 1+ year data management, analysis and/or mining experience
• Intermediate level proficiency with Microsoft Word, Excel, PowerPoint and Outlook

Time Type:
• Full time

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