Institutional Business Development Representative Associate

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.

About This Job

The main purpose of this job is to develop new investment management and advisory business for Commerce Trust Company by partnering with appropriate business line leaders and staff at Commerce Bank and through outside contacts and sources.

Essential Functions

• Market proprietary fixed income and equity strategies, including investment advisory services, custody and other institutional trust capabilities to reach stated annual new business fee goals
• Work with team members to develop referral opportunities through Bank personnel and an outside network of consultants, other financial advisors, and through his/her own network of resources to maximize the sales in an assigned territory or sales coverage area
• Follow up on leads generated through various marketing programs and initiate ideas for marketing efforts that result in the identification of prospects for investment management services
• Ensure that services provided by Commerce Trust Company (CTC) are delivered in a consistent and timely manner by client service team
• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Intermediate knowledge of client management software
• Intermediate knowledge of the investment 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
• Intermediate level proficiency with Microsoft Word, Excel, Teams and Outlook

Education & Experience

• Bachelor's degree or equivalent combination of education and experience required
• 2+ years business development experience required
• Certified Financial Analyst (CFA) designation preferred

Location: 8000 Forsyth, St. Louis, Missouri 63105

Time Type:

Full time