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. For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.

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