Utility Specialist - Wealth Operations

Join Commerce Bank

A career at Commerce Bank 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. 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.

Compensation Range Hourly: $23.20 - $30.75 (Amount based on relevant experience, skills, and competencies.)

About This Job

The main purpose of this job is to coordinate and provide processing of backup during periods of high volume and staff absences for various functions of higher complexity.

• Process all daily wealth accounting processes, ensuring accuracy and timeliness
• Perform end of day balancing routines, publish projected cash for final balancing daily as needed and monitor and post entries
• Assist internal customers with processing questions as needed
• Research and clear reconciliation outage
• Assist department leadership to ensure processes and audits are completed timely and accurately
• Serve as a backup during periods of high volume and/or staffing deficiencies
• Train and develop team members in the assigned area of procedures and knowledge behind the procedures
• Learn tasks independently using a wide variety of systems and procedures
• Perform analysis on department data to identify trends and root causes to enhance the overall client experience
• Independently assist department leadership with reporting as needed
• Perform other duties as assigned

Knowledge, Skills & Abilities

• Intermediate knowledge of banking industry and wealth management operations, including best practices and regulations of reconciliations
• Strong analytical and critical thinking skills with ability to solve challenging issues and make decisions
• Ability to train team members on department processes
• Ability to think strategically with a growth mindset and look for ways to streamline processes for efficiency
• 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
• Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook

Experience & Education

• Associate's degree or equivalent combination of education and experience required
• 2+ years financial services industry related experience required

Location: 922 Walnut St, Kansas City, Missouri 64106

Full time

Commerce Bank has been awarded numerous awards for our company culture. We have been included on distinguished lists such as Forbes' Best Midsized Employers, Forbes' Best Employers for Women, and Korn Ferry's Engaged Performance Award.

Equal Opportunity Employer Commerce Bank is proud to be an Equal Employment Opportunity employer and believes that every individual should have the opportunity to work at a job for which he, she or they qualifies. We celebrate diversity and do not discriminate based on race, color, ancestry, ethnicity, gender identity, gender expression, sex, sexual orientation, disability (including physical or mental handicap), age, veteran status, military status, national origin, religion, pregnancy status, marital status, genetic information, or any other status protected by applicable federal, state or local law.