Senior Sales Support Representative - Commerce Trust
$23.8 - $27.65 per hourCommerce Bank
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. And our commitment doesn’t stop there. 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. 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’s talk. Compensation Range Hourly: $23.80 - $27.65 (Amount based on relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. The main purpose of this job is to support sales teams and leadership by coordinating client and prospect activities, managing reporting and CRM processes, and enabling business development efforts. This role also provides administrative, operational, and project support to ensure efficient execution and a high-quality client and team experience. Essential Functions * Support sales teams in achieving business development goals through coordination, reporting, and client/prospect engagement activities * Maintain and leverage CRM systems (e.g., Salesforce/Quest) to track pipeline activity, ensure data integrity, and support sales processes * Generate, analyze, and distribute sales reports, dashboards, and performance metrics to support decision-making and forecasting * Assist with client and prospect meetings by preparing materials, coordinating logistics, and supporting follow-up activities * Identify and support sales opportunities across various channels, including internal partnerships and external relationships * Plan and execute client events, marketing initiatives, and prospect engagement activities aligned to business growth objectives * Build and maintain strong working relationships with internal partners to promote capabilities and enhance sales effectiveness * Provide administrative and operational support, including calendar management, meeting coordination, travel arrangements, and general office functions * Support onboarding and servicing activities, including documentation, account setup, and internal system coordination * Contribute to special projects, process improvements, and other initiatives to enhance team efficiency and client experience * Perform other duties as assigned Knowledge, Skills & Abilities Required * General understanding of financial services concepts, including wealth management, client service, and partnership models * Proficiency with CRM systems (e.g., Salesforce/Quest) and reporting tools to track activity and performance * Ability to build and maintain relationships with internal partners to support business objectives and initiatives * High attention to accuracy in managing data, reports, and administrative processes * Ability to support sales initiatives by translating business needs into coordinated actions and deliverables * Strong problem-solving skills and ability to manage sensitive and confidential information * 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 * Basic level proficiency with Microsoft Word, Excel, Teams, and Outlook Education & Experience * Associate’s degree or equivalent combination of education and experience required * 3+ years of experience in sales support, administrative support, or financial services environment required
- Experience with Salesforce or similar CRM systems required
- **For individuals applying, assigned and/or hired to work in areas with pay
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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$75k - $105k
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