Project Coordinator - Wealth Operations
- Commerce Bank
- MO - Kansas City Downtown/Plaza - Kansas City - KC Downtown Trust Building (922 Walnut) (64106)
- 8mo ago
- Full-Time
- Hybrid
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.
Compensation Range
Hourly: $26.25 - $30.75 (Amount based on relevant experience, skills, and competencies.)Essential Functions
Facilitate all business resumption activities for Wealth Management Operations, including working directly with Business Continuity to ensure all requirements for disaster recovery are implemented, facilitating scheduled and unscheduled call trees, and address all audit requirements around business continuity
Lead division projects pertaining to Business Recovery, taxation and process improvements
Complete third-party risk assessments and coordinate projects ensuring annual business continuity plans are completed.
Serve as point of contact for SharePoint administration, Resource Center librarian and ensure all year end obligations and documents are current and updated
Identify and implement process improvements, complex system enhancements, and initiate and manage related projects to ensure compliance with regulations
Administration Functions to Support WMO Management Team
Facilitate training for new processes/enhancements, co-ordinate release install projects across Wealth Management division, evaluate and recommend performance reports and perform specialized programming requests to enhance efficiencies within the department, including building macros to enhance processing time and reduce labor requirements for performing functions.
Assist with Data Warehouse or Excel related spreadsheets to enhance overall processing and or management functions within the department
Support Commerce Edge Culture and Diversity, Equity, and Inclusion efforts within WMO
Coordinate both internal and external exams with auditors, including responses and resulting projects
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Intermediate knowledge of banking industry and bank operations, including best practices and regulations
Knowledge of business resumption planning preferred
Very strong analytical and problem-solving skills
Ability to resolve complex problems and make decisions
Ability to think strategically with a growth mindset and look for ways to streamline processes for efficiency
Ability to coach team members as well as management.
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
High level proficiency with Microsoft Word, Excel, and Outlook
Education & Experience
Associate’s degree or equivalent combination of education and experience required
3+ years financial services industry related experience required
Performance management reporting experience preferred
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Project Coordinator – Wealth Operations job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $26.25 to $30.75 per hour.
#LI-Hybrid
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. Click here to learn more.
Location: 922 Walnut St, Kansas City, Missouri 64106Time Type:
Full time