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Senior Utility Specialist - Wealth Operations
Senior Utility Specialist - Wealth OperationsCommerce Bank • Kansas City, MO, US
Senior Utility Specialist - Wealth Operations

Senior Utility Specialist - Wealth Operations

Commerce Bank • Kansas City, MO, US
30+ days ago
Job type
  • Full-time
Job description

Senior Utility Specialist - Wealth Operations

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 : $26.25 - $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.

Essential Functions

  • Assist leadership with analyzing more complex daily, weekly, and monthly recon reports and reconciliations are processed timely and accurately
  • Assist leadership with reconciliation clearance process, product resolution and new product line reconciliation implementation
  • Assist leadership to ensure complex reconciliations are completed accurately and timely to support high net worth clients across multiple business lines and trust statements are processed
  • Assist department leadership to ensure processes and audits are completed timely and accurately
  • Coordinate and provide processing of backup during periods of high volume and staff absences for various functions of higher complexity
  • Train and develop team members in the assigned area of procedures and knowledge behind the procedures
  • Complete tasks independently using a wide variety of systems and procedures
  • Analyze processes to identify areas of opportunity to gain efficiency and create process improvements
  • Lead project related tasks as assigned
  • Complete monthly, quarterly, and annual reporting responsibilities
  • Perform other duties as assigned

Knowledge, Skills & Abilities

  • Strong 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 coach and mentor team members
  • Ability to think strategically with a growth mindset and look for ways to streamline processes for efficiency
  • Ability to facilitate projects and assist leadership with reporting as needed
  • Demonstrate SME knowledge of complex tasks performed in all reconciliation areas to function as a backup during periods of high volume and / or staffing deficiencies
  • 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

    • Experience & Education

  • Associate's degree or equivalent combination of education and experience required
  • 3+ years financial services industry related experience required
  • Informal leadership experience preferred
  • Performance Management Reporting preferred
  • Hybrid Schedule : In office 2 days per week

    • 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.

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