Data & Incentive Analyst - Wealth Management

Commerce Bank

1d•$27 - $32

About The Position

The main purpose of this job is to be a key contributor to the incentive operations and performance tracking processes for the wealth division. Critical functions include ensuring new sales are processed and completed timely and incentives are calculated accurately.

Requirements

Ability to securely handle confidential information
Ability to maintain a high level of accuracy and precision
Ability to learn new software applications
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 Suite, including Excel

Nice To Haves

Bachelor’s degree or equivalent combination of education and experience preferred
1+ year data analysis experience preferred
Incentive compensation or data analysis experience preferred
Experience in banking, wealth management, and/or brokerage preferred

Responsibilities

Track, validate, and process monthly incentives for various lines of business in an accurate and timely manner
Ensure accurate delivery of business line KPIs and other essential reports and adhere to strict payroll deadlines
Interpret and adhere to plan rules and procedures effectively and apply when processing new business
Learn and retain incentive plan rules and ensure consistency of application when processing new business
Communicate with client facing officers, support staff, and varying levels of leadership regarding incentive matters and performance results
Collaborate with team members on data processing and reporting efficiencies
Perform ad-hoc analysis and reporting along with other duties as assigned