Supervisor, Accounting – Wealth Operations
for section headings: e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. But we must only include sections when posting has real specific content. We need to map content to these headings appropriately.
We have:
- About Working At Commerce: could be "About the role"? Actually that's about company culture, not role specifics. Could be "About the role" maybe not. But we could treat as "About the role" (description of role and company). However the instruction: "use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can use those headings if content matches.
We have:
- About This Job: description of purpose and essential functions. That could be "About the role" or "Responsibilities". The essential functions list is responsibilities.
- Compensation Range: Pay.
- Work Schedule: Schedule.
- Hybrid Schedule: also schedule details.
- Knowledge, Skills & Abilities Required: Skills/Requirements.
- Education & Experience: Qualifications.
- Benefits: Benefits.
- Location and Time Type: could be minor metadata, maybe put in a short
or drop. We must not repeat job title as heading. No Job ID. We must preserve all substantive information, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO etc. There's none. We need to output only HTML fragment, no /, no markdown fences. We need to use
for each section heading, - for any list of duties/requirements/benefits, and
for prose.
We must not emit a heading followed by filler/placeholder text. So only include sections where we have real content.
Let's extract content:
About Working At Commerce: paragraph about culture, mission, etc. That's substantive.
Compensation Range: "Annual Salary: $63,500.00 - $85,000.00 (Amount based on relevant experience, skills, and competencies.)" plus later: "A reasonable estimate of the current base pay is $63,500 to $85,000 annually." We'll keep that.
About This Job: "The main purpose of this job is to oversee and execute critical accounting and wealth operations functions that ensure accurate cash movement, strong risk mitigation, effective cross‑functional coordination, and high‑quality support for high‑net‑worth clients." That's prose.
Work Schedule: "Monday - Friday 8:00 AM - 5:00 PM"
Essential Functions: list of bullet points (each sentence ends with a period but they are run-on? Actually they are separated by no punctuation? Let's parse:
"Monitor daily cash movement activities—including wires, ACH transactions, check processing, OFAC reviews, G/L postings, and DDA uploads—to ensure accuracy, completeness, and timely executionOversee daily end‑of‑day balancing routines and prepare/publish daily projected cash reports to support final balancing and reconcile cash positionsCoordinate and facilitate cash movement activities for high‑net‑worth clients, while serving as a resource to internal partners and providing guidance on processing questionsCompile, review, and submit operational data for management reports—including PAS metrics, Budget Variance reports, and Risk Assessments—ensuring all deliverables meet published deadlinesMitigate operational, financial, and reputational risk by ensuring accurate processing; prevent errors that could lead to monetary exposure, tax reporting issues for high‑net‑worth clients, or reputational harm to the bankOversee department workflow and effectively communicate decisions, priorities and relevant information to team membersProvide guidance to team members on departmental projects/issues, coach and develop training plans, lead development conversations and answer day-to-day questions for team membersPerform other duties as assigned"
We need to split into list items. Likely each sentence is a duty. We'll separate by capital letters at start? We'll just create
- for each duty as separate sentences. We'll need to add punctuation.
Knowledge, Skills & Abilities Required: list of bullet points (each line starts with ability). We'll create
- .
Education & Experience: list: "Bachelor’s Business, Accounting, Finance, Management or equivalent combination of education and experience required", "3+ years accounting experience required", "3+ years wealth operations experience preferred", "1+ years leadership experience required", "Experience in Management Reporting required". We'll create
- .
Hybrid Schedule: "Hybrid Schedule: In office 3 days per week (training will require up to 5 days per week in office for up to 8 weeks, depending on progress and business need)." That's schedule detail.
Benefits: "The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits." We'll create
- list.
Location and Time Type: "Location: 922 Walnut St, Kansas City, Missouri 64106" and "Time Type: Full time". We'll put in a short
maybe.
We must not create Pay/Schedule/Benefits sections unless posting actually states them. We have them.
We need to decide which headings to use:
- About the role: could combine "About Working At Commerce" and "About This Job". But we might split: "About the role" for description of role (purpose). However we have separate "About Working At Commerce" which is more about company culture. Could be "About the role" maybe not ideal. But we can still use "About the role" for the company culture paragraph. Or we could use "About the role" for the purpose description. The instruction says "e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule." So we can use those exact headings if appropriate.
We have:
- About the role: maybe the "About Working At Commerce" paragraph.
- Responsibilities: the essential functions list.
- Requirements: maybe Knowledge, Skills & Abilities Required? Or Education & Experience? Actually "Requirements" could be the Knowledge, Skills & Abilities Required. "Qualifications" could be Education & Experience.
- Skills: maybe also Knowledge, Skills & Abilities Required? But we already used that for Requirements. Could split: Requirements = hard requirements (education/experience), Skills = soft skills/abilities. But we have both.
We need to avoid too many thin sections. Prefer few substantive sections over many thin ones. So we could combine some.
Potential sections:
- About the role (company culture + purpose) maybe combine both paragraphs.
- Responsibilities (essential functions)
- Qualifications (education + experience + knowledge/skills) maybe combine.
- Benefits
- Pay
- Schedule (including work schedule and hybrid schedule)
We must not create sections with filler. So we need to ensure each heading has real content.
Let's craft:
About the role
About Working At Commerce 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. And our commitment doesn’t stop there. 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. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.
The main purpose of this job is to oversee and execute critical accounting and wealth operations functions that ensure accurate cash movement, strong risk mitigation, effective cross‑functional coordination, and high‑quality support for high‑net‑worth clients.
That seems okay.
Responsibilities
- Monitor daily cash movement activities—including wires, ACH transactions, check processing, OFAC reviews, G/L postings, and DDA uploads—to ensure accuracy, completeness, and timely execution.
- Oversee daily end‑of‑day balancing routines and prepare/publish daily projected cash reports to support final balancing and reconcile cash positions.
- Coordinate and facilitate cash movement activities for high‑net‑worth clients, while serving as a resource to internal partners and providing guidance on processing questions.
- Compile, review, and submit operational data for management reports—including PAS metrics, Budget Variance reports, and Risk Assessments—ensuring all deliverables meet published deadlines.
- Mitigate operational, financial, and reputational risk by ensuring accurate processing; prevent errors that could lead to monetary exposure, tax reporting issues for high‑net‑worth clients, or reputational harm to the bank.
- Oversee department workflow and effectively communicate decisions, priorities and relevant information to team members.
- Provide guidance to team members on departmental projects/issues, coach and develop training plans, lead development conversations and answer day‑to‑day questions for team members.
- Perform other duties as assigned.
Qualifications
- Bachelor’s in Business, Accounting, Finance, Management or equivalent combination of education and experience.
- 3+ years accounting experience.
- 3+ years wealth operations experience (preferred).
- 1+ years leadership experience.
- Experience in Management Reporting.
- Strong knowledge of accounting principles and wealth operations.
- Ability to analyze trends, identify anomalies and make recommendations as needed.
- Ability to identify and assess cross‑functional impacts associated with project initiatives to ensure alignment and operational continuity.
- Ability to develop and coach team members with proven ability to achieve results through collaboration and teamwork.
- Self‑starter with strong decision‑making skills and the ability to effectively communicate and interact with all levels of the company, clearly expressing ideas and concepts, both verbally and in writing.
- 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.
But we might be duplicating knowledge/skills in Qualifications; that's okay.
We need Benefits, Pay, Schedule sections.
Benefits
- Employer sponsored health, dental, and vision insurance.
- 401(k).
- Life insurance.
- Paid vacation.
- Paid personal time.
- Career development.
- Education assistance.
- Voluntary supplemental benefits.
Pay
Annual Salary: $63,500.00 - $85,000.00 (Amount based on relevant experience, skills, and competencies.). A reasonable estimate of the current base pay is $63,500 to $85,000 annually.
Schedule
Work Schedule: Monday - Friday 8:00 AM - 5:00 PM.
Hybrid Schedule: In office 3 days per week (training will
for prose. We must not emit a heading followed by filler/placeholder text. So only include sections where we have real content. Let's extract content: About Working At Commerce: paragraph about culture, mission, etc. That's substantive. Compensation Range: "Annual Salary: $63,500.00 - $85,000.00 (Amount based on relevant experience, skills, and competencies.)" plus later: "A reasonable estimate of the current base pay is $63,500 to $85,000 annually." We'll keep that. About This Job: "The main purpose of this job is to oversee and execute critical accounting and wealth operations functions that ensure accurate cash movement, strong risk mitigation, effective cross‑functional coordination, and high‑quality support for high‑net‑worth clients." That's prose. Work Schedule: "Monday - Friday 8:00 AM - 5:00 PM" Essential Functions: list of bullet points (each sentence ends with a period but they are run-on? Actually they are separated by no punctuation? Let's parse: "Monitor daily cash movement activities—including wires, ACH transactions, check processing, OFAC reviews, G/L postings, and DDA uploads—to ensure accuracy, completeness, and timely executionOversee daily end‑of‑day balancing routines and prepare/publish daily projected cash reports to support final balancing and reconcile cash positionsCoordinate and facilitate cash movement activities for high‑net‑worth clients, while serving as a resource to internal partners and providing guidance on processing questionsCompile, review, and submit operational data for management reports—including PAS metrics, Budget Variance reports, and Risk Assessments—ensuring all deliverables meet published deadlinesMitigate operational, financial, and reputational risk by ensuring accurate processing; prevent errors that could lead to monetary exposure, tax reporting issues for high‑net‑worth clients, or reputational harm to the bankOversee department workflow and effectively communicate decisions, priorities and relevant information to team membersProvide guidance to team members on departmental projects/issues, coach and develop training plans, lead development conversations and answer day-to-day questions for team membersPerform other duties as assigned" We need to split into list items. Likely each sentence is a duty. We'll separate by capital letters at start? We'll just create
maybe. We must not create Pay/Schedule/Benefits sections unless posting actually states them. We have them. We need to decide which headings to use: - About the role: could combine "About Working At Commerce" and "About This Job". But we might split: "About the role" for description of role (purpose). However we have separate "About Working At Commerce" which is more about company culture. Could be "About the role" maybe not ideal. But we can still use "About the role" for the company culture paragraph. Or we could use "About the role" for the purpose description. The instruction says "e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule." So we can use those exact headings if appropriate. We have: - About the role: maybe the "About Working At Commerce" paragraph. - Responsibilities: the essential functions list. - Requirements: maybe Knowledge, Skills & Abilities Required? Or Education & Experience? Actually "Requirements" could be the Knowledge, Skills & Abilities Required. "Qualifications" could be Education & Experience. - Skills: maybe also Knowledge, Skills & Abilities Required? But we already used that for Requirements. Could split: Requirements = hard requirements (education/experience), Skills = soft skills/abilities. But we have both. We need to avoid too many thin sections. Prefer few substantive sections over many thin ones. So we could combine some. Potential sections: - About the role (company culture + purpose) maybe combine both paragraphs. - Responsibilities (essential functions) - Qualifications (education + experience + knowledge/skills) maybe combine. - Benefits - Pay - Schedule (including work schedule and hybrid schedule) We must not create sections with filler. So we need to ensure each heading has real content. Let's craft:
About the role
About Working At Commerce 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. And our commitment doesn’t stop there. 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. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.
The main purpose of this job is to oversee and execute critical accounting and wealth operations functions that ensure accurate cash movement, strong risk mitigation, effective cross‑functional coordination, and high‑quality support for high‑net‑worth clients.
That seems okay.Responsibilities
- Monitor daily cash movement activities—including wires, ACH transactions, check processing, OFAC reviews, G/L postings, and DDA uploads—to ensure accuracy, completeness, and timely execution.
- Oversee daily end‑of‑day balancing routines and prepare/publish daily projected cash reports to support final balancing and reconcile cash positions.
- Coordinate and facilitate cash movement activities for high‑net‑worth clients, while serving as a resource to internal partners and providing guidance on processing questions.
- Compile, review, and submit operational data for management reports—including PAS metrics, Budget Variance reports, and Risk Assessments—ensuring all deliverables meet published deadlines.
- Mitigate operational, financial, and reputational risk by ensuring accurate processing; prevent errors that could lead to monetary exposure, tax reporting issues for high‑net‑worth clients, or reputational harm to the bank.
- Oversee department workflow and effectively communicate decisions, priorities and relevant information to team members.
- Provide guidance to team members on departmental projects/issues, coach and develop training plans, lead development conversations and answer day‑to‑day questions for team members.
- Perform other duties as assigned.
Qualifications
- Bachelor’s in Business, Accounting, Finance, Management or equivalent combination of education and experience.
- 3+ years accounting experience.
- 3+ years wealth operations experience (preferred).
- 1+ years leadership experience.
- Experience in Management Reporting.
- Strong knowledge of accounting principles and wealth operations.
- Ability to analyze trends, identify anomalies and make recommendations as needed.
- Ability to identify and assess cross‑functional impacts associated with project initiatives to ensure alignment and operational continuity.
- Ability to develop and coach team members with proven ability to achieve results through collaboration and teamwork.
- Self‑starter with strong decision‑making skills and the ability to effectively communicate and interact with all levels of the company, clearly expressing ideas and concepts, both verbally and in writing.
- 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.
Benefits
- Employer sponsored health, dental, and vision insurance.
- 401(k).
- Life insurance.
- Paid vacation.
- Paid personal time.
- Career development.
- Education assistance.
- Voluntary supplemental benefits.
Pay
Annual Salary: $63,500.00 - $85,000.00 (Amount based on relevant experience, skills, and competencies.). A reasonable estimate of the current base pay is $63,500 to $85,000 annually.
Schedule
Work Schedule: Monday - Friday 8:00 AM - 5:00 PM.
Hybrid Schedule: In office 3 days per week (training will