Wealth Management Bill Pay Associate

About Working at Commerce 

Wouldn’t it be great to build your career at a bank that’s known for helping people with their financial challenges? That’s exactly what you’d be doing when you join the team at Commerce Bank. We’re looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You’d be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.  

No wonder we’ve been an industry leader for over 150 years and have developed a reputation as a great place to work in the financial services world. If you’d like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We’re always looking for the best and brightest.

About This Job

The Wealth Management Bill Payment Associate is the primary point of contact for Private Client & Institutional Administrators within the Commerce Trust Company for bill payments from their Trust account. The Commerce Trust Company, a division of Commerce Bank, is ranked among the top 25 investment advisors in the U.S. with over $52 billion in client assets. The Commerce Trust Company concentrates on serving individuals, families, business owners and institutional investment management needs through a combination of world class capabilities and resources, objective advice, customized solutions and unparalleled service.

The primary focus is servicing and processing for time sensitive, high risk transactions for Private Client, Institutional, Family Office, and Real Estate Administrators. The Bill Payment Associate also serves as a liaison between the Advisors, bill payment vendors, and other departments of the Trust Company to research and resolve any discrepancies that come up within the process. This position plays a key role in how new customers form their first and ongoing impressions of the Trust Company. This requires excellent relationship building skills, critical thinking, and the ability to make sound and prudent judgment on a simple perception of a situation. This role also requires excellent attention to detail along with a broad range of industry knowledge.

Essential Functions

  • Ensuring a timely, complete, and accurate processing of bill payment transactions.

  • Building and maintaining relationships with Private Client, Institutional, Family Office, and Real Estate Administrators.

  • Ensuring appropriate controls are in place for all processes related to the bill payment product offering

  • Identifying accounts with upcoming bills were invoices have not been received and resolving before the bill becomes past due.

  • Collaborating with the Private Client, Institutional, Family Office, Real Estate Administrators to identify clients with additional bill payments we can service.

  • Driving process improvements, maintaining documentation, and assisting with projects and testing.

  • Working closely with other support teams within the Trust Company to resolve client transactions and with other Middle Office team members to assist/backup during high volumes or absence.

  • Perform other duties as assigned

Work Schedule

Monday - Friday, 8:00am-5:00pm

Knowledge, Skills & Abilities Required

  • Knowledge of Trust industry and terminology.

  • Excellent communication and customer service skills.

  • Ability to thrive in a fast-paced team environment while maintaining a high level of accuracy.

  • Ability to resolve problems and identify and drive process improvements.

  • Results oriented and self-motivated.

  • 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

  • Basic level proficiency with Microsoft Word, Excel and Outlook

Education & Experience

  • Bachelor's Degree with an emphasis in Finance or Accounting preferred or equivalent combination of education and experience.

  • Two to five years of experience in finance or investment management industry preferred

#LI-Trust

Location: 811 Main St, Kansas City, Missouri 64105

Time Type:

Full time
Company
Commerce Bank
Posted
09/11/2021
Type
Full time
Location
Kansas City, MO 64105, US