Live opening · Posted 8 hours ago

Bill Pay Associate - Wealth Management

Commerce Bank · MO - Kansas City Downtown/Plaza - Kansas City - KC Downtown Trust Building (922 Walnut) (64106)
Workday
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At a glance

The key details from the original listing.

Posted 8 hours ago
CompanyCommerce Bank
LocationMO - Kansas City Downtown/Plaza - Kansas City - KC Downtown Trust Building (922 Walnut) (64106)
SkillsWealth Management, Excel, Accounting, Documentation
SourceWorkday
ListedPosted 8 hours ago

About the role

Description supplied by the original job listing.

About Working at Commerce
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: $19.00 - $21.90 (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 main purpose of this job is to ensure a timely, complete, and accurate processing of bill payment transactions.
Essential Functions
Ensure a timely, complete and accurate processing of bill payment transactions
Facilitate all distributions related to the bill payment product offering; responsible for processing and/or quality review of one time and recurring distributions/receipts and cost basis, ensure all compliance requirements have been met and all processing and coding is complete, timely, and accurate
Build and maintain relationships, ensure appropriate controls are in place for all processes related to the bill payment product offering; responsible for identifying accounts with past due bill payments, collaborating with the internal departments to identify clients with additional bill payments that can be serviced
Drive process improvements, maintain documentation, and assist with projects and testing
Work closely with other support teams within the Trust Company to resolve client transactions and with other team members to assist/backup during high volumes or absence
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Basic knowledge of wealth management bill payment practices
Strong business acumen and the ability to make timely and sound business recommendations
Excellent customer service skills
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
Strong analytical and critical thinking skills
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
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 and Outlook
Education & Experience
Bachelor’s Degree in Finance or Accounting or equivalent combination of education and experience required
2+ years finance or investment management experience required
***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 Wealth Management Bill Pay Associate 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, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $19.00 to $21.90 per hour.
#LI-AC2
Must be eligible to work in the US without sponsorship now or in the future.
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.
Location: 922 Walnut St, Kansas City, Missouri 64106
Time Type:
Full time

Skills
Wealth Management, Excel, Accounting, Documentation

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