SaintJosephRecruiter Since 2001
the smart solution for Saint Joseph jobs

Private Client Advisor I (St. Joseph)

Company: Commerce Bank
Location: Saint Joseph
Posted on: January 15, 2020

Job Description:

Joseph) (Open) Job_Category Grade 08 Location: 328 Felix St, St. Joseph, Missouri 64501 Job_Expectations 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 a 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! Job_Summary The Private Client Advisor ( PCA ) is accountable for the delivery of comprehensive advice and customized wealth management solutions for our high net worth clients and families. The PCA will effectively manage a portfolio of relationships comprised of fiduciary, investment management, and custody clients, and in their role as relationship manager is accountable for the overall client experience. As a trusted advisor, the PCA must develop an in depth understanding of the client s wealth related and personal goals and coordinate the development o a comprehensive plan with the client s professional advisors and Commerce Trust partners. In addition, the PCA will leverage the expertise of internal partners and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate settlement, insurance, planning, credit, and banking services to meet the client s goals and objectives. The PCA is responsible for growth in revenue within their book of business by retention and expansion of current relationships and referrals and assists of new opportunities by working with internal business channels and external centers of influence. Essential_Functions * Client Relationship Management - 75% of time. * Serve as relationship manager by coordinating the development of client relationship, identification of goals and objectives, and implementation and delivery of services. * Facilitate the discussion of goals and objectives between client and the significant other to gain a common understanding of their joint goals. * Lead planning meetings with internal and external resources to support targeted strategy. * Leverage specialists and other resources to ensure integrated delivery of investment, fiduciary, tax, estate settlement, insurance, planning, credit, and banking services. * Tracking and documentation of client goals in CRM. * Development of relationship management and expansion plan. * Client Service: Accountability and oversight of Client Associate who supports periodic account maintenance, client communication, problem resolution, and client needs. * Account Management: Accountability and oversight of Client Associate who supports periodic account management and client needs. * Business Development and Expansion - 25% of time. * Increase CTC share of wallet through expansion of CTC existing relationships through: * Assigned Asset Management and Revenue Per Desk Growth Goal. * Asset Management Sales Goal. * Maintain client attrition at 5% or less. * Successful Implementation of Private Client Delivery Model. * Identification and introduction of opportunities to Private Banking, Commercial, and Family Office Services. Work Schedule * Full Time, 40 hours per week. * Monday - Friday, 8:00am-5:00pm. * Location: St Joseph, 4th and Felix. Knowledge,_Skills,_&_Experience * Broad knowledge of wealth transfer planning, taxation, estate planning, and wealth management products and services acquired through extensive work related experience and continuing education. * Client centric and desire to exceed client expectations. * Excellent relationship management, networking, and business development skills. * Excellent communication skills; both written and verbal. * Demonstrated ability to expand revenue, assets, and client base. * Strong analytical, problem solving, and critical thinking skills. * Proactive time management and prioritization skills. * Positive attitude and works well in a team environment. * Collaborate proactively with internal partners to identify and service unique client needs. * Exhibits teamwork, leadership, and mentoring skills. * Professional designation such as a CFP or CFTA is preferred. * Advanced Word, Excel, Outlook, and software capabilities. * Ability to articulate conceptual ideas and strategies to assigned clients and follow through with successful implementation and the goal to strengthen and expand relationships. * Ability to delegate appropriate responsibilities under tiered support model and maintain accountability for timely completion. Education/Experience * Bachelor's Degree or Equivalent work experience. * Less than five years of experience in providing high level client service in a similar role (Preference to trust, wealth management, & financial planning experience). 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, maintain a valid driver s license, and meet Commerce Bank s driving record criteria; ongoing employme may be contingent upon meeting all driving requirements. Time_Type Full time

Keywords: Commerce Bank, Saint Joseph , Private Client Advisor I (St. Joseph), Other , Saint Joseph, Missouri

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Registered Nurse (RN) - Operating Room (OR) - Per Diem
Description: Entrust Your Career to HealthTrust Registered Nurse RN Operating Room Per Diem At HealthTrust Workforce Solutions, we focus on a healthcare facilitys most valuable resource for delivering exceptional (more...)
Company: HealthTrust Workforce Solutions
Location: Kansas City
Posted on: 01/24/2020

CDL A Truck Driver - Regional Positions
Description: What MATTERS To You MATTERS To Us Your preferences. Up front, we ask where you want or don t want to drive, and we try to accommodate those interests.Your experience and earnings. We offer starting pay (more...)
Company: Sisbro
Location: Kansas City
Posted on: 01/24/2020

Call Center Representative - Work at Home
Description: Call Center Representative Work at Home Make your work from home dream a reality Don t wait another minute Use your computer skills and sparkling personality to work from home Do you want (more...)
Company: Arise
Location: Kansas City
Posted on: 01/24/2020


Nurse Manager - ED, ICU, NICU, OR, MedSurg - Relocate to Springfield, OR
Description: PeaceHealth is now hiring Registered Nurses for incredible opportunities in Oregon, Washington, and Alaska We are a non-profit health care system with hospitals and clinics in Washington, Oregon and (more...)
Company: PeaceHealth
Location: Kansas City
Posted on: 01/24/2020

Assistant Manager - Developmental
Description: Assistant Manager - Developmental Relocation required as a condition of employment for this role Join an amazing organization that puts Veteran's first for an amazing career With over 70 years of serving (more...)
Company: Veterans Canteen Service
Location: Kansas City
Posted on: 01/24/2020

CDL A Regional Truck Driver
Description: Drive more Earn More Weekly with USA Truck We are now hiring Class A CDL Truck Drivers for our Midwest Regional. Earn up to 0.52 CPM weekly Running Area: East of I-35 Home
Company: USA Truck
Location: Kansas City
Posted on: 01/24/2020

CNA - Certified Nursing Assistant
Description: We Are Hiring Carondelet Place, an Ascension Living community, is seeking qualified and passionate CNAs to join our nursing staff Seeking CNA for Full Time opportunities. Day Shift: 7:00am - 3:00pm Our (more...)
Company: Ascension, C14
Location: Kansas City
Posted on: 01/24/2020

Part Time Sales Opportunity - Work at Home
Description: Call Center Representative Work at Home Make your work from home dream a reality Don t wait another minute Use your computer skills and sparkling personality to work from home Do you want (more...)
Company: Arise
Location: Kansas City
Posted on: 01/24/2020

Remote Inbound Sales - Work At Home
Description: Remote Inbound Sales Work at Home Leverage your sales skills to earn money from home. Are you an optimistic problem solver Do you love using your sales skills to connect people to services and (more...)
Company: Arise
Location: Kansas City
Posted on: 01/24/2020

Remote Call Center
Description: Remote Call Center Representative Work at Home Wow Use your customer service and computer skills to earn money from home About Arise Virtual Solutions Arise offers a technology platform that (more...)
Company: Arise
Location: Kansas City
Posted on: 01/24/2020

Log In or Create An Account

Get the latest Missouri jobs by following @recnetMO on Twitter!

Saint Joseph RSS job feeds