Wealth Management Bill Pay Associate

Commerce Trust Wealth Management Bill Pay Associate

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.

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

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.