Institutional Administrator

Commerce Bank•Kansas City, MO

3d•Onsite

About The Position

The main purpose of this job is to assist clients by addressing questions, requests, and or issues, facilitate resolution with all areas of the bank and contribute to client retention and expand existing base through value-added interactions.

Requirements

Strong understanding of various types of accounts and best practices
Advanced presentation capabilities and negotiation skills
Ability to serve as a resource for other administrators for compliance management issues
Excellent independent decision-making skills
Proven proactive calling skills
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
Intermediate level proficiency with Microsoft Word, Excel, Teams and Outlook
Bachelor’s degree or equivalent combination of education and experience required
8+ years trust, bank or investment management experience required
Level of role is determined by knowledge, experience, skills, abilities, and education

Responsibilities

Establish rapport with client base and proactively call upon and respond timely to client requests
Enhance the client experience by being accessible and knowledgeable of capabilities and how best to address their situation
Coordinate with other areas of Commerce Trust Company (CTC) and the Bank in facilitating the resolution of client service or deliverables issues
Ensure compliance with all governing documents, trust and bank policies and regulations
Ensure all required administrative due diligence and reviews are completed in a timely manner
Perform other duties as assigned