Bill Pay Associate - Wealth Management

About the Company

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. 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.

Commerce Trust has been a leading provider of wealth management services for more than a century, including financial planning, estate and tax planning, investment management, private banking, and trust administration services. Our approach means assembling a team of seasoned 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.

About the Role

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

Responsibilities

• Ensure 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 are met and all processing and coding is complete, timely, and accurate.
• Build and maintain relationships, ensuring appropriate controls are in place for all processes related to the bill payment product offering.
• Identify accounts with past-due bill payments and collaborate with 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 assist/backup team members during high volumes or absence.
• Perform other duties as assigned.

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 deadlines 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 in all situations with an optimistic outlook aligned with our culture and Core Values.
• Intermediate proficiency with Microsoft Word, Excel, and Outlook.

Qualifications

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

Pay

Compensation range: $19.00 – $21.90 per hour, based on relevant experience, skills, and competencies.

Benefits

• Employer-sponsored health, dental, and vision insurance.
• 401(k) retirement plan.
• Life insurance.
• Paid vacation and paid personal time.
• Career development and education assistance.
• Voluntary supplemental benefits.

Schedule

Full time.

Location: 922 Walnut St, Kansas City, Missouri 64106