Qureos Mentor

Commerce Bank

<div>About Working at Commerce
Building a career here is more than just steps on a ladder. It&rsquo;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&rsquo;t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you&rsquo;ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You&rsquo;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 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&rsquo;s talk.
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
This position provides administrative support to Financial Advisors responsible for investment sales.
Essential Functions<ul><li>
Partner with Financial Advisor to prepare for client meetings, preparing documents and capturing information needed for follow-up actions</li><li>
Manage retail referrals by connecting with prospects, scheduling appointments, and maintaining detailed tracking of referral status</li><li>
Gather client data for financial planning, generate plans, and assist in delivering results for advisor review and discussion</li><li>
Run, analyze, summarize, and act on proactive reports to support advisor decision-making</li><li>
Execute trades as directed by the Financial Advisor or client</li><li>
Prepare advisory review reports and coordinate scheduling of client review meetings</li><li>
Respond promptly and effectively to client inquiries and service requests</li><li>
Support both internal and external client communications, including handling phone calls</li><li>
Organize and lead large initiatives that enhance the efficiency and effectiveness of the Advisor&ndash;Assistant partnership</li></ul>
Knowledge, Skills &amp; Abilities Required<ul><li>
Strong problem-solving skills</li><li>
Ability to work independently</li><li>
Strong computer skills with the ability to learn new applications quickly and with ease</li><li>
Excellent customer service skills, strong analytical thinking</li><li>
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities</li><li>
Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills</li><li>
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</li><li>
Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook</li></ul>
Education &amp; Experience<ul><li>
Bachelor&rsquo;s degree or equivalent combination of education and experience preferred</li><li>
3+ years&rsquo; experience in processing or customer service, preferably in banking, finance, insurance, or investment</li><li>
Series 7 and Series 63 or 66 license required</li></ul>
***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 Senior Sales Assistant - CFA job and contemplates a wide range of factors that are considered in 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, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $23.80 to $27.65 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
#LI-AC1
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.
Location: 118 W 47th Street, Kansas City, Missouri 64112
Time Type:
Full time</div>

Senior Sales Assistant - CFA

<div>About Working at Commerce
Building a career here is more than just steps on a ladder. It&rsquo;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&rsquo;t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you&rsquo;ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You&rsquo;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 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&rsquo;s talk. 
Compensation Range
Hourly: $20.55 - $25.05 (Amount based on relevant experience, skills, and competencies.)<div>
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&rsquo;ll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You&rsquo;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&rsquo;re looking for a new Personal Banker to join our team at our Wentzville location.
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 areas of the business within Commerce. As a Personal Banker, your goal is to uncover the financial needs of each customer and provide them with solutions to address those needs.
As a Personal Banker, you&rsquo;ll:<ul><li>
Receive the tools, resources, and training you need to be successful in your role and have opportunities to further your career with Commerce Bank.</li><li>
Deliver an excellent customer experience both in person and over the phone to ensure we meet customers&rsquo; financial needs.
</li><li>Actively listen to our customers so you can make appropriate recommendations that match their needs.</li><li>
Educate customers on a variety of retail products and digital solutions that improves their financial wellness.</li><li>
Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements.</li><li>
Establish relationships with other internal departments and refer customers to bank specialists when complex financial needs are identified.</li><li>
Be able to earn more than your base pay through our quarterly incentive program.</li></ul></div>
Work Schedule<ul><li>
Monday - Friday 8:15 AM - 5:15 PM, Saturday 8:45 AM - 12:15 PM</li></ul>
Essential Functions<ul><li>
Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillment</li><li>
Actively listen, understand, and make recommendations of products and services based on customer needs to ensure individual and team sales and services goals are achieved.</li><li>
Educate customers on a variety of retail products and digital solutions that enhance the customer experience and contribute to achieving sales goals</li><li>
Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements</li><li>
Identify complex financial needs and refer customers to bank specialists when appropriate.</li><li>
Perform other duties as assigned</li></ul>
Knowledge, Skills &amp; Abilities Required<ul><li>
Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone.
</li><li>Ability to meet personal and branch sales and customer services expectations
</li><li>Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities</li><li>
Team player with excellent written, verbal and interpersonal communication skills</li><li>
Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values</li><li>
Proficient with Microsoft Word, Excel and Outlook</li></ul>
Education &amp; Experience<ul><li>
High School diploma or equivalent combination of education and experience required</li><li>
1+ years sales or customer service experience required</li><li>
Experience working in an environment with individual and team sales goals preferred</li></ul>
Position may be filled as a Personal Banker I or a Personal Banker II, depending on experience and education.
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.
***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 and 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, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.55 to $25.05 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
#LI-DK1
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.
Location: 1994 Wentzville Parkway, Wentzville, Missouri 63385
Time Type:
Full time</div>

Personal Banker

<div>About Working at Commerce
Building a career here is more than just steps on a ladder. It&rsquo;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&rsquo;t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you&rsquo;ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You&rsquo;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 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&rsquo;s talk. 
Compensation Range
Hourly: $26.70 - $31.50 (Amount based on relevant experience, skills, and competencies.)
About This Job
The main purpose of this job is to provide general administrative support to one or more individuals at supervisory to middle level management.
Essential Functions
<ul><li>Compose correspondence of a highly confidential and complex nature; use a high level of tact &amp; integrity due to frequent senior level contacts; exercise considerable independent judgment</li><li>
Provide indirect supervision to lower level clerical employees and/or act as a lead to lower level clerical employees on projects</li><li>
Prepare pre-call agendas for meetings including presentations and compilation of necessary information</li><li>
Perform a wide range of advanced administrative support duties of highly responsible, complex, confidential nature; support individuals at a senior, executive level</li><li>
Keep organized department records and ensure departmental efficiencies</li><li>
Compile complex information for inclusion in reports or presentation materials such as preparing charts, graphs, tables, etc.</li><li>
Create, maintain and edit documents, spreadsheets, files, and presentations</li><li>
Prepare routine correspondence and correspondence of a more confidential and complex nature</li><li>
Schedule appointments, screen phone calls, take messages and make travel arrangements</li><li>
Regular communication and interaction with customers and team members</li><li>
Manage and maintain accounts and internal databases containing confidential information and analyze complex information requests</li><li>
Coordinate activities and complete special projects</li><li>
Perform administrative duties, including; greeting guests entering the office, coordinating meetings and events, championing technology needs and repairs for conference rooms, handling daily mail and shipping needs, maintaining office and cafeteria supplies coordinating with facilities manager</li><li>
Perform other duties as assigned</li></ul>
Knowledge Skills &amp; Abilities Required<ul><li>
Strong knowledge of standard office management equipment, systems and procedures</li><li>
Strong informal leadership skills</li><li>
Exercise independent judgment and take action under minimal supervision</li><li>
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities</li><li>
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills</li><li>
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</li><li>
Intermediate level proficiency with Microsoft Word, Excel and Outlook</li></ul>
Education &amp; Experience<ul><li>
High School Diploma or equivalent combination of education and experience required, Associate&rsquo;s degree preferred</li><li>
4+ years related experience in an office environment required</li><li>
2+ years work experience in a financial institution highly preferred</li></ul>
***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 Administrative Assistant III job and contemplates a wide range of factors that are considered in 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, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $26.70 to $31.50 per hour.
#LI-LT1
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.
Location: 8000 Forsyth Blvd, Clayton, Missouri 63105
Time Type:
Full time</div>

Administrative Assistant III

Join Commerce Bank and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Commerce Bank

About Company

Senior Sales Assistant - CFA

Personal Banker

Administrative Assistant III