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Commerce Bank · 2 weeks ago

Utility Specialist Accounting - Wealth Operations

Kansas City, MO

Full-time

Onsite

Mid, Senior Level

$23.20/hr - $30.75/hr

2+ years exp

Commerce Bank is committed to helping people find financial safety and success while fostering a supportive culture for both clients and employees. The Utility Specialist in Wealth Operations will coordinate and provide processing support during high volume periods and staff absences, ensuring accuracy in daily wealth accounting processes and assisting with training and development of team members.

BankingFinanceFinancial Services

Responsibilities

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

Qualification

Wealth management operationsAnalytical skillsMicrosoft ExcelTeam trainingAttention to detailCommunication skillsProblem-solvingOrganizational skillsAdaptability

Required

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 and cast a positive shadow that is aligned with our culture and Core Values

Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook

Associate's degree or equivalent combination of education and experience required

2+ years financial services industry related experience required