Business Development Associate - Commerce Trust
Commerce Trust, Saint Louis, MO, United States
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. 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. After 160 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: $26.70 - $33.66 (Amount based on relevant experience, skills, and competencies.)
About This Job
The main purpose of this job is to develop new investment management and advisory business for Commerce Trust 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
Ensure that quality materials, research and proposals are prepared and/or delivered to prospective clients and Commerce Trust partners on a consistent and timely basis to strengthen our sales process and results
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
Support Business Development Officer initiatives by managing and tracking a high volume of prospect opportunities, ensuring timely follow-up and progression through the sales pipeline
Maintain and update CRM systems with accurate prospect, client, and communication data to support pipeline visibility, forecasting, and relationship management
Conduct territory and market research to identify potential prospects, industry trends, and areas for strategic growth
Assist in managing/reviewing the Request For Proposal (RFP) response process, coordinating internal contributions and customizing responses tailored to prospect needs
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Intermediate knowledge of client management software, such as Salesforce preferred
Intermediate knowledge of the investment field
Intermediate understanding of sales, business development, or client relationship processes, with an interest in supporting pipeline and opportunity management
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 Office Suite (Word, PowerPoint, Excel, Outlook, Teams, etc.)
Education & Experience
Bachelor’s degree or equivalent combination of education and experience required
2+ years business development experience preferred
Additional Information
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.
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. 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: 8000 Forsyth Blvd, Clayton, Missouri 63105
Time Type: Full time
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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. 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. After 160 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: $26.70 - $33.66 (Amount based on relevant experience, skills, and competencies.)
About This Job
The main purpose of this job is to develop new investment management and advisory business for Commerce Trust 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
Ensure that quality materials, research and proposals are prepared and/or delivered to prospective clients and Commerce Trust partners on a consistent and timely basis to strengthen our sales process and results
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
Support Business Development Officer initiatives by managing and tracking a high volume of prospect opportunities, ensuring timely follow-up and progression through the sales pipeline
Maintain and update CRM systems with accurate prospect, client, and communication data to support pipeline visibility, forecasting, and relationship management
Conduct territory and market research to identify potential prospects, industry trends, and areas for strategic growth
Assist in managing/reviewing the Request For Proposal (RFP) response process, coordinating internal contributions and customizing responses tailored to prospect needs
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Intermediate knowledge of client management software, such as Salesforce preferred
Intermediate knowledge of the investment field
Intermediate understanding of sales, business development, or client relationship processes, with an interest in supporting pipeline and opportunity management
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 Office Suite (Word, PowerPoint, Excel, Outlook, Teams, etc.)
Education & Experience
Bachelor’s degree or equivalent combination of education and experience required
2+ years business development experience preferred
Additional Information
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.
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. 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: 8000 Forsyth Blvd, Clayton, Missouri 63105
Time Type: Full time
#J-18808-Ljbffr