Income Specialist - Wealth Operations

Commerce Bank • Kansas City, MO • 21h ago

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: $18.55 - $24.00 (Amount based on relevant experience, skills, and competencies.)

About This Job

The main purpose of this job is to monitor and post all domestic and foreign securities related dividends, interest, and principal pay-down payments to the Commerce Trust Company client accounts.

Essential Functions

Monitor and pre-balance all Income event notice reports to ensure timely and accurate posting to client accounts.

Monitor and research out of balances appearing on Income related reconciliation reports.

Perform other duties as assigned.

Knowledge, Skills & Abilities Required

Basic knowledge of Traded Security Types and the impact various event @types have on other aspects of security processing, such as pending cash trades and pending free activity.

Ability to recognize the critical impact of accurate processing and how it affects downstream processes.

Good analytical and critical thinking skills with ability to solve challenging issues and make decisions.

Ability to communicate with various levels of business partner leadership.

Ability to work independently, prioritize and perform varied assignments with frequent distractions.

Motivated and organized initiative-taker with strong attention to detail and the ability to manage multiple priorities.

Inquisitive, agile, and good collaborator with good 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 aligns with our culture and Core Values

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

Education & Experience

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

2+ years of Financial Services Industry related experience with securities knowledge preferred.

*Hybrid Schedule: In office 2-3 days per week

**Level of role is determined by knowledge, experience, skills, abilities, and education

LI-Hybrid

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 (https://careers.commercebank.com/us/en/benefits) to learn more.

Location: 922 Walnut St, Kansas City, Missouri 64106

Time Type:

Full time

Commerce Bank has been awarded numerous awards for our company culture. We have been included on distinguished lists such as Forbes' Best Midsized Employers, Forbes' Best Employers for Women, and Korn Ferry's Engaged Performance Award. You'll see the difference for yourself when you join the team.

Why Commerce? (https://www.commercebank.com/careers/about-commerce) Inclusion at Commerce How to Join Our Team (https://www.commercebank.com/careers/how-to-join-our-team)

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Equal Opportunity Employer

Commerce Bank is proud to be an Equal Employment Opportunity employer and believes that every individual should have the opportunity to work at a job for which he, she or they qualifies. We celebrate diversity and do not discriminate based on race, color, ancestry, ethnicity, gender identity, gender expression, sex, sexual orientation, disability (including physical or mental handicap), age, veteran status, military status, national origin, religion, pregnancy status, marital status, genetic information, or any other status protected by applicable federal, state or local law.

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