Brokerage Sales Support Representative I

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POST DATE 9/13/2016
END DATE 11/13/2016

Commerce Bank Leawood, KS

Leawood, KS
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #


20215 Brokerage Sales Support Representative I (Open)

Job Category:

Grade 06 ----------------------------------------------------------------------

Location: 11405 Nall Avenue, Leawood, Kansas 66211 ----------------------------------------------------------------------

Job Expectations:

How would you like to work for a great company that offers career growth and values your skills and experience? For over 150 years, Commerce Bank has built a strong reputation as a Super Community bank and is recognized as an industry leader. In today's growing and competitive financial services industry, we look for creative and innovative solutions to meet the needs of our customers. To achieve our results, we recruit the best and brightest employees who ask, listen and solve to meet our customers' needs!

Commerce Brokerage Services is a full service brokerage firm that is committed to working with our clients to realize their dreams. We believe in building strong relationships, offering solutions and putting together a financial roadmap to clients along the path toward their financial goals and dreams.

We have a great opportunity to join the Commerce Brokerage Team in our Leawood, KS office as a Sales Support Representative. The Sales Support Representative provides day-to-day customer service, trade support and administrative support to Financial Advisors (FAs) as part of the Client Service Team (CST). This position may also provide backup support to the Operations Service Team and the Trade Service Team as needed, however, the primary focus is to provide superior support to the Financial Advisor in the Leawood, KS office and network with the CST.

Assigned work requires basic problem resolution, and escalating more complex problems to more experienced staff. This position will require basic skills to perform a wide range of routine responsibilities including (but not limited to):

*\tPreparing new account paperwork or maintenance documents for client appointments

*\tAssist financial advisors with handling receipts and disbursement for accounts

*\tAssist with various mailings and campaigns

*\tOpening and maintenance of client accounts

*\tResponding to client requests

*\tPlace trades as received from the financial advisors or clients

*\tAssist with internal and external client phone calls


A bachelor's degree is preferred.

Experience in processing or customer service, preferably in banking, finance, insurance or the investment industry is strongly preferred. Intermediate MS office skills and CRM (sales force) system experience are also preferred but not required skills.

Minimum expectations are: 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 with the ability to multitask.

A Series 7 and Series 63 license is preferred or must be completed within one year of obtaining position.

Time Type:

Full time