Katherine Wilcox

Assistant Vice President - Private Client Advisor @Commerce Trust

Kansas City, MO, US
MOBILE NUMBERS
+18•••••••34

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WORK HISTORY

Sep 2025 — Present

Assistant Vice President - Private Client Advisor @Commerce Trust

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Kansas City, MO, US

SKILLS

CreditFinancial AnalysisDirect SalesReferral NetworkingCustomer Relationship Management (Crm)Retail BankingSalesCustomer RetentionCustomer ServiceManagementTeam BuildingCredit AnalysisCommercial LendingBusiness Relationship ManagementFinanceBankingLeadershipSmall Business LendingLoansCross SellingConsumer LendingCustomer RelationsRelationship Management

ABOUT KATHERINE WILCOX

Experienced Wealth Management Officer with a demonstrated history of working in the financial services industry. Skilled in Customer Service, Account Administration, Sales, Credit, Loans, and Private Banking. Strong finance professional graduated from University of Missouri-Columbia.

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