About This Job

The main purpose of this job is to develop, manage, retain and expand client relationships within the affluent market segment with responsibility for loan and deposit grown, revenue generation, and revenue growth.

Essential Functions

• Create and execute a written marketing plan with the aim of developing/expanding a portfolio of qualified client relationships through an active calling effort targeting individuals whose financial status falls within the parameters defined as the private banking target market
• Identify opportunities for the sale of investment management products and trust services
• Prepare and deliver client presentations
• Manage a portfolio of more than $25,000,000 and up to 350 relationships
• Make decisions within assigned lending authority or make and defend recommendations for the extension of credit that exceeds authority
• Manage banking component of client relationships in order to avoid principal loss
• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Strong knowledge of the banking industry
• Ability to meet specific sales and marketing goals
• 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 or equivalent combination of education and experience required
• 5+ years financial services industry or commercial banking/retail personal banking experience required

**Level of role is determined by knowledge, experience, skills, abilities, and education.

***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 Private Banking Relationship Manager II, III & Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and 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 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 $107,000 to $187,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.

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Must be eligible to work in the US without sponsorship now or in the future.

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: 6120 South Yale Ave, Tulsa, Oklahoma 74136

Time Type:
Full time