This job was posted by https://illinoisjoblink.illinois.gov : For moreinformation, please see:https://illinoisjoblink.illinois.gov/jobs/11599074 About Working atCommerce

　　Building a career here is more than just steps on a ladder. It\'s abouthelping people find financial safety and success, helping businessesthrive, and making sure people and their money are taken care of. Andour commitment doesn\'t stop there. Our culture is about our people, theones in our communities and the ones that work with us.

　　Here, you\'ll find opportunities to grow and learn, to connect withothers, and build relationships with the people around you. You\'ll havethe 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 morethan 155 years, we know Commerce Bank is only at its best when ourpeople are. If this sounds interesting to you, keep reading and let\'stalk.

　　Since 1906, Commerce Trust Company, a division of Commerce Bank, hasbeen a leading provider of investment management, financial planning,trust and private banking services. Commerce Trust Company provides afull range of wealth and investment planning services to individuals andinstitutions. We build a comprehensive team around our client\'s uniquepersonal and financial situation, managing their wealth and helping themachieve their long-term goals. Commerce Trust Company received the 2019Highly Commended Private Wealth Manager Award (Over \$5 Billion) byPrivate Asset Management and 2021 Global Finance\'s Best Private BankingAward for the Midwest Region. The Commerce Trust Company administersover \$70 billion in total client assets.

　　About This Job

　　The main purpose of this job is to develop an in depth understanding ofthe client\'s wealth related and personal goals, help protect client\'swealth, and navigate the process of setting up a trust. Our team workswith clients to recognize potential risks, identify ways to minimizeexposure and keep clients in control of their financial future throughtrusts, probate administration, charitable trusts, and more.

　　Essential Functions

　　Deliver comprehensive advice and customized wealth managementsolutions for high net worth clients and familiesEffectively manage a portfolio of relationships comprised offiduciary, IRA and investment management clientsMaintain a client centric focus and desire to exceed clientexpectationsDevelop comprehensive plans with the client\'s professional advisorsand Commerce Trust Company (CTC) partnersCollaborate proactively with internal partners to identify andservice unique client needs while managing the overall clientexperienceLeverage the expertise of internal partners and expert resources toensure integrated delivery of investment, fiduciary, tax, estateplanning, insurance, lending, credit and banking services to meetthe client\'s goals and objectivesIdentify opportunities for the sale of investment managementproducts and trust servicesTake on informal leadership roles as neededPerform other duties as assignedKnowledge, Skills & Abilities Required

　　Strong knowledge of relationship management services, such as wealthtransfer planning, taxation, estate planning and wealth managementproducts and services acquired through extensive work-relatedexperience and continuing educationStrong relationship management, networking and business developmentskillsDemonstrated ability to expand revenue, assets and client baseStrong analytical, problem solving and critical thinking skillsAbility to maintain a valid driver\'s license and meet CommerceBank\'s driving record criteria; ongoing employment may becontingent upon meeting all driving requirementsMotiv ted and organized self-starter with strong attention to detailand the ability to manage multiple prioritiesInquisitive, agile and strong team player with excellent written,verbal and interpersonal communication skillsAbility to remain adaptable and resilient to all situations with anoptimistic outlook and cast a positive shadow that is aligned withour culture and Core ValuesAdvanced level proficiency with Microsoft Word, Excel and OutlookEducation & Experience

　　Bachelor\'s degree or equivalent combination of education andexperience required6+ years of trust and estate experience requiredPrevious with related legal experience preferredCertified Financial Planner (CFP) and/or Certified Trust FiduciaryAdvisory (CTFA) designation preferredFor this position, Commerce Bank will review your motor vehicledriving record. If you express interest in and are considered for thisposition, you\'ll be asked to authorize our review of that record.

　　**Level of role is determined by knowledge, experience, skills,abilities, and education

　　Location: 401 Main Street, PEORIA, Illinois 61602

　　Time Type:

　　Full