Commerce Bank Senior Trust Securities Specialist - Operations in Kansas City, Missouri
About Working at Commerce
Wouldn’t it be great to build your career at a bank that’s known for helping people with their financial challenges? That’s exactly what you’d be doing when you join the team at Commerce Bank. We’re looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You’d be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.
No wonder we’ve been an industry leader for over 155 years and have developed a reputation as a great place to work in the financial services world. If you’d like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We’re always looking for the best and brightest.
About This Job
The Commerce Trust Company, a division of Commerce Bank, is ranked among the top 25 investment advisors in the U.S. with over $61 billion in client assets. The Commerce Trust Company concentrates on serving individuals, families, business owners and institutions investment management needs through a combination of world class capabilities and resources, objective advice, customized solutions, and excellent service. Candidate would be responsible for processing amortization and accretion entries, return of capital adjustments, processing of litigation payments and providing necessary information to our litigation vendor as needed as well as the processing of calls and maturities related to Wealth Management client assets.
Perform amortization and accretion account model setup as needed, perform manual calculations and postings
Provide Commerce Trust Company’s litigation vendor the information needed to be able to submit litigation claims on behalf of clients that qualify for the event
Post all litigation proceeds received to the appropriate client accounts
Prepare cost basis adjustment worksheets and distribute to team members for quality checks
Post all calls/maturities allocated at the depository’s into client accounts
Identify areas of efficiency/automation within daily processes/procedures to ensure a scalable solution for clients
Cross train on appropriate functions within the securities processing area to assist during periods of high volume and absences
Perform other duties, including special projects, as needed
Knowledge, Skills & Abilities Required
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
Education & Experience
Bachelor’s Degree in Finance or Accounting or equivalent combination of education and experience required
2+ years finance or investment management experience required
Location: 811 Main St, Kansas City, Missouri 64105
Commerce Bank has been awarded numerous awards for our company culture. We have been included on distinguished lists such as Forbes’ Best Midsized Employers, Forbes’ Best Employers for Women, and Korn Ferry’s Engaged Performance Award. You’ll see the difference for yourself when you join the team.
Why Commerce? (https://www.commercebank.com/careers/about-commerce)
Inclusion and Diversity at Commerce
How to Join Our Team (https://www.commercebank.com/careers/how-to-join-our-team)
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Equal Opportunity Employer
Commerce Bank is proud to be an Equal Employment Opportunity employer and believes that every individual should have the opportunity to work at a job for which he, she or they qualifies. We celebrate diversity and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, gender, gender identity, gender expression, veteran status, disability status, or any other applicable characteristics protected by law.