Sales Support Representative

About Working at Commerce

Wouldn't it be great to build your career at a bank that's known for helping people with their financial challenges? That's exactly what you'd be doing when you join the team at Commerce Bank. We're looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You'd be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.

No wonder we've been an industry leader for over 155 years and have developed a reputation as a great place to work in the financial services world. If you'd like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We're always looking for the best and brightest.

Commerce Financial Advisors is a division of Commerce Bank. For over 35 years, Commerce Financial Advisors has been working to help clients achieve their financial goals.

About This Job

The main purpose of this job is to provide a superior experience for Commerce Financial Advisor (CFA) clients and administrative support to Financial Advisors.

Essential Functions

• Answer client and financial advisor calls and execute on requests
• Build strong relationships with assigned financial advisors, clients and bank partners
• Prepare new account and maintenance documents for client appointments
• Place trades as received from the financial advisors or clients when securities licensed
• Assist with various mailings and campaigns as directed by financial advisors
• Proactively contact clients or referral prospects to set appointments with financial advisors
• Maintain efficiency of tasks and priorities to meet expectations and remain compliant
• Perform other duties as assigned

Knowledge, Skills, & Abilities Required

• Strong computer skills with the ability to learn new applications quickly and with ease
• Excellent customer service skills, strong analytical thinking, and an attention to details
• 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

• High School Diploma or equivalent combination of education and experience required. Bachelor's degree in related field preferred.
• 1+ years experience working with clients, preferably in banking, finance, insurance, or the investment industry required
• Series 7 and 66 licenses required or ability to obtain within one year of starting in position

Location: 8000 Forsyth, St. Louis, Missouri 63105

Time Type:

Full time