Portfolio Manager

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 more than 155 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

Annual Salary: $78,500.00 - $157,000.00 (Amount based on relevant experience, skills, and competencies.)

For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank

About This Job

The main purpose of this job is to manage assigned client portfolios, including establishment of investment objective, asset allocation, selection of specific securities, investment performance reporting, and client service.

Essential Functions

Participate in leadership activities, including policy and strategy committeesServe as a resource for other members of departmentMeet with assigned clients on a regular basis, provide portfolio and investment reporting and make investment recommendations as appropriateDetermine appropriate investment objective of assigned client investment portfolios, work with the client and administrative officer as appropriateProvide information to clients regarding general market and economic conditions, consistent with the investment and economic market outlookReview existing client portfolios to ensure investment objectives are being met, portfolios are in compliance with investment objectives and Commerce security-specific recommendationsProvide timely implementation of security-specific recommendations in assigned client portfoliosPro-actively discuss investment and/or client problems and concerns with leadership in order to promote timely resolution of outstanding issuesProvide support to the investment committees by providing complete and timely information about assigned client portfoliosMaintain constructive, pro-active working relationship with private client associates to provide timely client serviceParticipate in new business developmentPerform other duties as assigned

Knowledge, Skills & Abilities Required

Strong knowledge of portfolio managementUnderstanding of various types of accounts and investment managementAdvanced presentation skills along with well-developed negotiation skillsAbility to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upo 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 more than 155 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: $19.50 - $23.75 (Amount based on relevant experience, skills, and competencies.)

Are you interested in Personal Banker opportunities in the South/Metro East area?

About This Job

Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you’ll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You’ll be helping yourself too, because Commerce has a tradition of recognizing and rewarding people for their talent, skills, and contributions. If this sounds like a fit for you, we’re looking for a new Personal Banker to join our team.

Personal Bankers are the key ambassadors of the Commerce Bank brand. In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other lines of business within Commerce. As a Personal Banker, your goal is to uncover the financial needs of each customer and educate them on solutions to address those needs.

As a Personal Banker, you’ll:

Receive the tools, resources, and training you need to be successful. Educate customers on a variety of retail products and digital solutions that enhance the customer experience. Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements. Actively listen to our customers so you can make appropriate recommendations that match their needs. Establish relationships with internal departments and refer customers to bank specialists when complex financial needs are identified. Interact with customers both in person and through proactive phone calls to ensure we are meeting their financial needs. Be able to earn more than your base pay through our quarterly incentive program

Essential Functions

Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillmentActively listen, understand, and make recommendations of products and services based on customer needs to ensure individual and team sales and services goals are achieved.Educate customers on a variety of retail products and digital solutions that enhance the customer experience and contribute to achieving sales goalsEnsure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirementsIdentify complex financial needs and refer customers to bank specialists when appropriate.Perform other duties as assigned

Knowledge, Skills & Abilities Required

Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone. Ability to meet personal and branch sales and customer services expectations Motivated and organized self-starter with strong attention to detail and the ability to manage multiple prioritiesTeam player with excellent written, verbal and interpersonal communication skillsAbility to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core ValuesProficient with Microsoft Word, Excel and Outlook

Education & Experience

High School diploma or equivalent combination of education and experience required1+ years sales or customer service experience requiredExperience working in an environment with individual and team sales goals preferred

Position may be filled as a Personal Banker I or a Personal Banker II, depending on experience and education. As a Personal Banker II you will also be subject to National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008. Incumbents in this position will be required to register and ongoing employment is contingent upon meeting all requirements.

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.

This job posting is for general interest only. You will be notified when opportunities are available**

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 Personal Banker I or II 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 not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $19.50 to $23.75 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. 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: 4100 Rusty Road, St. Louis, Missouri 63128

Time Type

Full time