Senior Reconciliation Specialist - Wealth Operations

About Commerce Bank

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.

About the Role

The main purpose of this job is to execute reconciliation of complex accounting activities.

• Perform daily, weekly, and monthly reconciliation responsibilities in a timely and accurate manner.
• Execute reconciliation of complex accounting activities, including processes of multiple financial product offerings, General Ledger Accounts, and various banking activities.
• Demonstrate strong understanding of all business lines you support and functional requirements for that area.
• Ensure all aged items are researched and resolved in an effective and efficient manner according to the aged item parameters.
• Resolve extraordinarily complex reconciliation issues to limit financial liability and exposure to the organization.
• Ensure all reconciliation processes meet or exceed procedural requirements.
• Participate in projects to support future initiatives, such as implementing new and upgraded technologies to achieve established goals.
• Recommend ideas or approaches to enhance the reconciliations processes performed in the area.
• Represent line of business on projects acting as subject matter expert when appropriate.
• Perform other duties as assigned.

Requirements

• Strong knowledge of banking products and services.
• Strong knowledge of complex accounting functions.
• Strong knowledge of EIB Workday Uploads, DFE Uploads, and other import methods.
• Strong analytical and problem-solving skills to research and resolve discrepancies, including utilizing various Excel techniques.
• Proven ability to perform reconciliation effectively while assessed on timeliness, accuracy, and proactive resolution of outstanding expectations.
• Proven ability to utilize intermediate problem-solving techniques to research and resolve discrepancies.
• 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.
• Advanced level proficiency with Microsoft Word, Excel, Teams, and Outlook.

Qualifications

• Associate’s degree required. Bachelor’s degree in Accounting or equivalent combination of education and experience preferred.
• 3+ years reconciliation experience required, preferably in financial services.
• Experience in complex, high volume account reconciliation preferred.

Schedule

• Hybrid: In office a minimum of 2 days/week (training will require up to 5 days per week in office for up to 8 weeks, depending on progress and business need).

Pay

Hourly compensation range: $21.40 - $27.65 (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.

Location: 922 Walnut St, Kansas City, Missouri 64106. Full time position.