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 more than 155 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: $22.60 - $26.70 (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.
About This Job
The Middle Office Account Support Specialist is a primary point of contact supporting our Private Banking offerings within Commerce Trust. Commerce Trust, a division of Commerce Bank, is ranked among the top 25 investment advisors in the U.S. with over $70 billion in client assets. Commerce Trust concentrates on serving individuals, families, business owners and institutions investment management needs through a combination of world class capabilities and resources, objective advice, customized solutions, and unparalleled service.
Essential Functions
Build and maintain relationships with Private Banking Team members ensuring timely, complete, and accurate processing
Perform account support and maintenance which includes but not limited to credit and debit card maintenance, address updates, check orders, fee research and refunds, mobile/digital account review and transaction limits
Coordinate the loan collateralization process, account/portfolio assignment process, and various coordination activities with multiple internal bank support areas, such as Bank Operations and Loan Servicing
Cross train and assist various other functions within the Middle Office Team
Ensure appropriate controls are in place for processes and collaborating with the Private Banking Team
Work with other Middle Office team members by cross training to assist/backup during high volumes or absence. Driving process improvements, maintaining documentation, and assisting in other areas as needed.
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Basic knowledge of the wealth management field
Strong analytical skills with the ability to execute
Possess strong business acumen and the ability to make timely and sound business recommendations
Excellent customer service skills and the ability to understand the ultimate goals of the bankers and to deliver support and resolutions that meets those goals
Ability to prioritize work to meet deadline and service Level Agreements
Ability to thrive in a fast-paced environment while maintaining a high level of accuracy
Analytical and critical thinking skills with the ability to resolve problems and identify and drive process improvements
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
Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook
Education & Experience
Bachelor's Degree with an emphasis in Finance or Accounting or equivalent combination of education and experience required
3+ years of experience in finance or banking industry preferred
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Middle Office Account Support Specialist - CTC job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $22.60 to $26.70 per hour.
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.
