Wealth Management Bill Pay Associate

Commerce Bank • Kansas City, MO

2d • $19 - $22 • Onsite

About The Position

The main purpose of this job is to ensure a timely, complete, and accurate processing of bill payment transactions.

Requirements

• 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
• Bachelor’s Degree in Finance or Accounting or equivalent combination of education and experience required
• 2+ years finance or investment management experience required

Responsibilities

• 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

Benefits

• employer sponsored health, dental, and vision insurance
• 401(k)
• life insurance
• paid vacation
• paid personal time
• career development
• education assistance
• voluntary supplemental benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees